Financial Advisor
2 days ago
Delivering exceptional client service is at the heart of everything we do.
About This PositionWe are seeking an experienced Wealth Relationship Manager to join our team in Hong Kong SAR. As a Wealth Relationship Manager, you will be responsible for developing and implementing strategies to build and maintain strong client relationships, and identifying opportunities to promote financial products and services that meet the needs of our clients.
Accountabilities and Responsibilities- Provide expert financial advice and guidance to clients
- Develop and deliver tailored solutions to meet client needs
- Maintain accurate records of client interactions and progress towards goals
We are looking for an individual with a proven track record of success in sales and business development, and be able to work effectively in a fast-paced environment.
-
Financial Advisor
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Manulife Hong Kong and Macau Full timeKinetic Academiks is a forward-thinking company dominating the multilingual space in Hong Kong. With a focus on serving all ethnicities professionally, we bring energy, innovation, and trend anticipation to our work. Our team is dedicated to turning dreams into reality. Role Description This is a full-time on-site role for a Financial Advisor located in...
-
Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full timeAbout UsUnicorn Advisor (HK) Limited is a reputable firm in the financial industry.
-
Executive Financial Advisor
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China 中国平安证劵(香港)有限公司 Full timeWe are seeking an executive financial advisor to join our team in Hong Kong. As a key member of our corporate finance division, you will be responsible for providing strategic financial guidance to our clients and driving business growth and success.About the RoleProvide strategic financial guidance to clients and drive business growth and success.What We...
-
Financial Advisor
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Acuma Hong Kong Full timeDirect message the job poster from Acuma Hong Kong. This position is for our office in Hong Kong, you must be willing to relocate to Hong Kong for this role. Acuma HK is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients' lives and financial wellbeing. We are looking for Financial Advisors who want to join us...
-
Senior Financial Advisor
1 day ago
Hong Kong, Central and Western District, Hong Kong SAR China CCB International (Holdings) Limited Full timeSenior Financial Role – Wealth Investment ServicesJoin our team as a Senior Financial Advisor and take advantage of this exciting opportunity in wealth management.About the Job:Design and execute investment strategies tailored to clients' financial objectives and risk appetites.Establish and maintain robust relationships with clients through regular...
-
Financial Markets Director
7 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full timeAbout UsUnicorn Advisor (HK) Limited is a leading financial advisory firm providing expert guidance on corporate finance and equity capital markets.The RoleWe are seeking a highly experienced Financial Markets Director to lead our IPO team. As a seasoned professional, you will be responsible for executing complex transactions from initial discussions to...
-
Financial Advisor 理财规划师
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China AIA Full time1 week ago Be among the first 25 applicants Compassionate Leader | Internship Director | Voluntary Work | Fund Raising for Underprivileged Role Description This is a contract Financial Advisor role located on-site in Hong Kong at AIA. The Financial Advisor will be responsible for providing financial planning, retirement planning, investment advice, and...
-
Portfolio Management Advisor
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Balfour Capital Group Full timeAbout Our TeamWe value diversity and innovative thinking at Balfour Capital Group. Our team of over 180 advisors works collaboratively to deliver exceptional financial solutions to our clients.Job ResponsibilitiesWe are seeking experienced sales professionals to join our team as Investment Advisors. Key responsibilities include prospecting and acquiring...
-
Wealth Creation Advisor
1 day ago
Hong Kong, Central and Western District, Hong Kong SAR China Acuma Hong Kong Full timeAre you a driven and ambitious professional with a passion for financial services? Do you thrive in fast-paced environments and enjoy working with people? If so, we'd love to hear from you!We're seeking a talented Financial Advisor to join our team at Acuma Hong Kong. As a key member of our team, you'll be responsible for supporting a portfolio of clients...
-
Corporate Finance Advisor
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Metro Bancorp Limited Full timeJob SummaryWe are looking for a skilled Business Broker & Advisor to join our team at Metro Bancorp Limited. In this role, you will provide business-level brokerage and advisory services for financial instruments and work closely with clients to achieve their goals.Key ResponsibilitiesProvide business-level brokerage and advisory services for financial...
-
Investment Advisor
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Balfour Capital Group Full timeJoin Balfour Capital Group as an Investment Advisor About Balfour Capital Group Balfour Capital Group is a boutique Investment Banking Firm and Hedge Fund managing over $400 million in global trading operations. We specialize in Commodities, Currencies, ETFs, Bonds, Precious Metals, and more, tapping into major markets from the US and Australia to Germany,...
-
Vice President of Capital Markets
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full timeJob Description- We are seeking a highly experienced CFO to lead our corporate finance initiatives.- The ideal candidate will have strong capital markets and fundraising experiences, preferably from the TMT industry.- You will need to establish strong connections with investors (LP & GP) to drive growth.- Fluency in Mandarin is a must for this role.Key...
-
Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full timeRole OverviewWe are seeking a seasoned Business Development Executive to join our team at Unicorn Advisor (HK) Limited. As a Business Development Executive, you will play a pivotal role in driving growth and revenue by identifying, acquiring, and nurturing relationships with ultra high net worth clients.Key ResponsibilitiesIdentify and pursue new business...
-
Senior Financial Advisor
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Ernest Maude Full timeCompany OverviewErnest Maude is a leading provider of financial services, offering expert advice on mortgages, investments, insurance, and wills to ensure clients' financial security and peace of mind.Role DescriptionThis is a full-time hybrid role for a Senior Consultant at Ernest Maude. The Senior Consultant will provide expert advice on financial...
-
Corporate Finance Specialist
8 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full timeAbout the RoleWe are seeking a highly skilled Corporate Finance Specialist to join our team at Unicorn Advisor (HK) Limited. This is an exciting opportunity for a professional with outstanding academic background and relevant experience in corporate finance.Key ResponsibilitiesExecute various corporate finance transactions, including IPOs, M&A advisory, and...
-
Personal Financial Planner
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China AIA Full timeFinancial Advisor Position OverviewIn this key role at AIA in Hong Kong, you will deliver personalized investment solutions to help clients achieve their long-term financial goals. You will be responsible for creating detailed financial plans and ensuring their accuracy.Key Accountabilities:Delivering customized investment solutionsPreparing high-quality...
-
Strategic Financial Advisor
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Cornerstone Global Partners Hong Kong (CGP HK) Full timeJob DescriptionCornerstone Global Partners Hong Kong (CGP HK) is seeking a skilled Investment Banking Specialist to join their Corporate Finance team. As a key member of this team, you will play a vital role in supporting the development and execution of corporate finance strategies.About the OpportunityIn this role, you will have the chance to work on a...
-
Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time**About Unicorn Advisor (HK) Limited**We are a leading financial services company dedicated to providing expert advice and solutions to our clients.**Job Description:**As a Strategic Equity Business Development Manager, you will play a critical role in driving the growth of our equity sales business. Your primary responsibility will be to maintain...
-
Financial Markets Advisor
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeKey ResponsibilitiesAs a specialist in Fixed Income sales, you will provide regular market updates and trade ideas to help the team achieve financial targets with key business partners. Additionally, you will assist in Fixed Income product distribution, including pitching primary and secondary deals, trade execution, and settlements.
-
Senior Financial Advisor
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China AIA Hong Kong and Macau Full timeRequired Skills and QualificationsNecessary AttributesHave at least a high school diploma (related experience is a bonus)Excel in communication and relationship-buildingAre self-driven, resilient, and results-orientedHave experience in sales or financial services (newcomers are welcome—we provide full training)