Wealth Strategist
3 weeks ago
We are seeking a highly skilled Wealth Strategist to join our team at Bank Of China (Hong Kong) Limited. As a key member of our investment team, you will be responsible for developing and implementing investment strategies to meet customer needs.
Key Responsibilities- Liaise with internal departments to produce market views and support business needs.
- Conduct investment research and develop strategies on various markets and asset classes.
- Produce and deliver market views and strategies to sales staff and the public through various channels.
- Support investment sales activities and client meetings.
- Bachelor's degree or above in Finance, Economics, or a related field.
- At least 6 years of relevant working experience in the banking or financial industry.
- Licensed to sell investment products in Hong Kong.
- Professional certifications such as CFA, CFP, or CRWP are an advantage.
- Strong knowledge of investment markets and products, including bonds, equities, commodities, and FX.
- Excellent interpersonal and presentation skills, with the ability to work under pressure.
- Fluent in English and Chinese, with a strong command of Putunghua.
- Willingness to travel overseas and to Mainland China.
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Marketing Strategist
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China moomoo Full timeJob DescriptionWe are seeking a highly skilled and experienced Marketing Strategist to join our team at Moomoo. As a Marketing Strategist, you will play a critical role in formulating and executing marketing strategies to drive business growth and expansion.Key Responsibilities:Develop and Implement Marketing Strategies: Collaborate with our cross-functional...
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Hong Kong, Central and Western District, Hong Kong SAR China Sun Life Full time**Job Summary:**Sun Life is seeking a seasoned professional to join our team as a Senior Manager, High Net Worth Business Development and Wealth Strategist. This role will focus on building and maintaining relationships with high net worth individuals and brokers, driving sales growth and developing strategic partnerships.**Key Responsibilities:**Develop and...
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Financial Strategist
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeJob DescriptionWe are seeking a highly skilled Wealth Strategist to join our team at Bank Of China (Hong Kong) Limited. As a key member of our investment team, you will be responsible for developing and implementing investment strategies to meet customer needs.Key ResponsibilitiesLiaise with internal departments to produce market views and support business...
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Chief Wealth Strategist
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Elysian Executive Solution Full timeJob Title: Head of Wealth ManagementElysian Executive Solution is seeking a seasoned professional to lead our wealth management department. As Head of Wealth Management, you will be responsible for driving the company's growth and developing strategic plans to achieve our business objectives.Key Responsibilities:Develop and implement investment strategies to...
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Investment Strategist
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China King Deux Search & Consulting Full timeAbout Your RoleWe are seeking a highly skilled Investment Strategist to join our team at King Deux Search & Consulting. As a key member of our financial services team, you will be responsible for developing and implementing customized investment strategies for high-net-worth individuals and families.Key ResponsibilitiesConduct in-depth analysis of clients'...
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Investment Strategist
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China King Deux Search & Consulting Full timeAbout Your RoleWe are seeking a highly skilled Investment Strategist to join our team at King Deux Search & Consulting. As a key member of our financial services team, you will be responsible for developing and implementing customized investment strategies for high-net-worth individuals and families.Key ResponsibilitiesConduct in-depth analysis of clients'...
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Investment Strategist
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China King Deux Search & Consulting Full timeAbout Your RoleWe are seeking a skilled Investment Strategist to join our team at King Deux Search & Consulting. As a key member of our team, you will be responsible for developing and implementing customized investment strategies for high-net-worth individuals and families.Key ResponsibilitiesConduct in-depth analysis of clients' financial goals, risk...
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Investment Strategist
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China King Deux Search & Consulting Full timeAbout Your RoleWe are seeking a highly skilled Investment Strategist to join our team at King Deux Search & Consulting. As a key member of our financial services team, you will be responsible for developing and implementing customized investment strategies for high-net-worth individuals and families.Key ResponsibilitiesConduct in-depth analysis of clients'...
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Investment Strategist
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China King Deux Search & Consulting Full timeAbout Your CompanyKing Deux Search & Consulting is a specialized executive search firm that offers bespoke talent solutions across financial services and commerce. We are committed to not only finding the right opportunity for our candidates but also leaving a legacy that lives on beyond the hiring process.About Your RoleAs an Investment Strategist, you will...
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Business Development Strategist
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Pacific Focus Full timeAbout the RolePacific Focus is seeking a highly skilled Business Development Strategist to join our team. As a key member of our organization, you will play a critical role in driving business growth and success.Key ResponsibilitiesStrategic Planning: Develop and implement strategic plans to drive business growth and expansion.Project Management: Oversee the...
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Investment Strategist, Family Office Expert
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China King Deux Search & Consulting Full timeAbout Your RoleWe are seeking a skilled Investment Strategist to join our team at King Deux Search & Consulting. As a key member of our team, you will be responsible for developing and implementing customized investment strategies for high-net-worth individuals and families.Key ResponsibilitiesConduct in-depth analysis of clients' financial goals, risk...
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Investment Strategist, Family Office Expert
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China King Deux Search & Consulting Full timeAbout Your RoleWe are seeking a skilled Investment Strategist to join our team at King Deux Search & Consulting. As a key member of our team, you will be responsible for developing and implementing customized investment strategies for high-net-worth individuals and families.Key ResponsibilitiesConduct in-depth analysis of clients' financial goals, risk...
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Investment Strategist, Family Office Expert
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China King Deux Search & Consulting Full timeAbout Your RoleWe are seeking a skilled Investment Strategist to join our team at King Deux Search & Consulting. As a key member of our team, you will be responsible for developing and implementing customized investment strategies for high-net-worth individuals and families.Key ResponsibilitiesConduct in-depth analysis of clients' financial goals, risk...
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Lead Business Analysis Strategist
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Sun Life Full timeJob Title: Lead Business Analysis Strategist at Sun Life As a pivotal figure in process enhancement and optimization for Business Testing, Project Management, and Wealth & Pensions IT, your primary role will involve assessing and proposing the most effective business workflows and Target Operating Model for significant business and IT projects within the...
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Insights Lab Specialist
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeAbout HSBC Private BankHSBC Private Bank is a leading international private bank that provides wealth, business, and family succession solutions to business owners and their families in the largest and fastest-growing markets around the world.Our MissionWe put our clients at the centre of everything we do, providing them with tailored solutions to achieve...
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Investment Insights Specialist
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeUnlock Your Potential as an Insights Lab SpecialistAt HSBC, we're committed to delivering exceptional results for our clients. As an Insights Lab Specialist, you'll play a critical role in driving business outcomes and making a meaningful impact.Key Responsibilities:Collaborate with Insights Lab Strategists to develop and deliver high-quality investment...
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Insights Lab Specialist
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeUnlock Your Potential as an Insights Lab SpecialistAt HSBC, we're committed to delivering exceptional results for our clients. As an Insights Lab Specialist, you'll play a critical role in driving business outcomes through data-driven insights and strategic recommendations.Key Responsibilities:Collaborate with Insights Lab Strategists to develop and deliver...
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Chief Investment Strategist
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Elysian Executive Solution Full timeJob DescriptionJob Title: Head of Wealth ManagementCompany: Elysian Executive SolutionJob Summary:We are seeking a highly experienced and skilled Head of Wealth Management to lead our wealth management department. The successful candidate will be responsible for developing and implementing strategic plans to drive business growth, managing a team of...
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Marketing Strategist
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China moomoo Full timeMarketing OfficerWe are seeking a highly skilled Marketing Officer to join our team at moomoo. As a key member of our private wealth business, you will be responsible for formulating and executing marketing strategies to expand our presence in Hong Kong.Key Responsibilities:Marketing Strategy Development: Collaborate with our leadership team to develop...
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Hong Kong, Central and Western District, Hong Kong SAR China Sun Life Full timeJob DescriptionPromote and develop strategic partnerships with selected Brokerage partners, working collaboratively with the Sun Life Hong Kong High Net Worth team to foster closer relationships between the broker and Sun Life Hong Kong.The Senior Manager, High Net Worth Business Development plays a key role in driving HNW sales across strategic...