Financial Services Expert
3 days ago
Fargo Wealth Group is seeking an experienced Investment Consultant to provide comprehensive investment related services to Account Managers and high-net-worth customers. As an Investment Consultant, you will be responsible for tailor-made investment proposal preparation, portfolio analysis, and product selection.
Responsibilities:- Act as a trusted advisor to high-net-worth clients, providing personalized investment recommendations based on their risk tolerance, investment orientation, and expected return.
- Conduct thorough customer portfolio analysis, leveraging your expertise in wealth management solutions such as bonds, structured products, and funds.
- Collaborate with Account Managers to develop tailored investment strategies that align with clients' financial goals and risk appetite.
- University degree in Finance or a related field, with professional qualifications such as CFA being an advantage.
- A minimum of 2 years of experience in wealth management, preferably as an Investment Consultant or Assistant Relationship Manager.
- Strong knowledge of various wealth management products and expertise in customer portfolio management.
- Fluency in English is required, with proficiency in Mandarin being a plus.
- Opportunity to work with a reputable wealth management firm.
- Competitive salary and benefits package.
- Chance to grow professionally and advance in your career.
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Recruitment Expert for Financial Services
20 hours ago
Hong Kong Island, Hong Kong SAR China Robert Walters Full timeCompany OverviewAt Robert Walters, we pride ourselves on being a trusted recruitment partner to businesses across the globe. Our team of experts has an in-depth understanding of the financial services sector, allowing us to deliver bespoke recruitment solutions that meet the unique needs of our clients.Job DescriptionWe are currently seeking a skilled Hiring...
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Financial Services Expert
4 days ago
Hong Kong Island, Hong Kong SAR China Gravitas Recruitment Group (Global) Ltd Full timeWe are looking for a highly skilled Financial Services Expert to join our team at Gravitas Recruitment Group (Global) Ltd.The selected candidate will be responsible for evaluating the inherent risks associated with credit applications and collaborating with Corporate and Business Managers on credit application matters.A key responsibility of this role...
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Financial Services Expert
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Goldman Sachs Group, Inc. Full timeJob Summary:The Financial Services Expert will be responsible for managing client relationships, analyzing portfolios, and developing strategies to drive business growth. This individual will work closely with cross-functional teams to deliver exceptional results.About the Role:Analyze and monitor client portfolios to identify opportunities for growth and...
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Compliance and Financial Services Expert
20 hours ago
Hong Kong Island, Hong Kong SAR China GP Batteries Full timeJob FunctionWe are seeking a Compliance and Financial Services Expert to join our team at GP Batteries. In this role, you will be responsible for handling full sets of accounts in a timely and accurate manner.Responsibilities:Handle full set of accounts in a timely and accurate mannerPerform daily Accounts Payable function in accordance with accounting...
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Asia Financial Reporter
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Financial Times Full timeThe Financial Times is a leading news organisation globally recognised for its authority, integrity and accuracy. With a mission to deliver quality information and services worldwide, curiosity thrives and ambitious thinking is rewarded.In our warm, collaborative culture, you'll connect with a diverse community of experts who support your growth, career...
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Financial Services Leader
20 hours ago
Hong Kong Island, Hong Kong SAR China Be Myjob Company Limited Full timeWe are looking for a seasoned Leader to join our team as a Financial Services professional. This is an excellent opportunity for someone who is passionate about delivering exceptional customer service and driving business growth.About the JobIn this role, you will be responsible for leading a team of professionals in managing high net worth client portfolios...
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Financial Application Expert
6 days ago
Hong Kong Island, Hong Kong SAR China Links International Full timeAs a Financial Application Expert, you will play a crucial role in supporting the firm's LPMS, which includes Aderant Expert Sierra and Intapp. This position requires strong technical skills and excellent communication abilities to effectively collaborate with internal teams and external vendors.Key Responsibilities:Provide technical support for the firm's...
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Financial Services Specialist
13 hours ago
Hong Kong Island, Hong Kong SAR China Gravitas Recruitment Group (Global) Ltd Full timeWe are looking for a highly experienced Financial Services Specialist to join our team at Gravitas Recruitment Group (Global) Ltd.In this role, you will be responsible for providing expert advice and guidance on financial services and products.You will work closely with clients to understand their needs and develop solutions that meet their requirements.The...
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Financial Planning Expert
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Ernest Maude Full timeAbout UsErnest Maude is a trusted partner in financial services, delivering expert advice on property, mortgage, investment, insurance, and wills services.Job SummaryThis is a mid-senior level, full-time role for a Senior Consultant at Ernest Maude. The successful candidate will provide expert advice on financial planning, investments, insurance, and wills,...
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Financial Correspondent
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Financial Times Full timeThe Financial Times is a leading news organisation globally recognised for its authority, integrity and accuracy. We are committed to delivering quality information and services worldwide.Our culture thrives on curiosity and ambitious thinking. Here, you'll have the opportunity to reach millions, create work that matters and deliver impartial journalism in a...
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Financial Services Leadership Position
13 hours ago
Hong Kong Island, Hong Kong SAR China Synergy Financial Organization Full timeAbout UsSynergy Financial Organisation is a renowned provider of comprehensive wealth management services. Our mission is to deliver exceptional value to our clients through innovative and tailored solutions.Our Culture:We foster a collaborative and dynamic work environment that encourages creativity and excellence.We prioritise continuous learning and skill...
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Financial Services Specialist Job
4 days ago
Hong Kong Island, Hong Kong SAR China SinoPac Solutions and Services Limited Full timeJob Summary:SinoPac Solutions and Services Limited is seeking a Financial Services Specialist to join our team. As a key member of our financial services department, you will be responsible for providing high-quality financial services to our clients.The ideal candidate will have a strong background in finance and accounting, with a minimum of 2 years of...
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Financial Services Specialist
20 hours ago
Hong Kong Island, Hong Kong SAR China BCT Group - BCT Financial Ltd & Bank Consortium Trust Co Ltd Full timeJob DescriptionWe are looking for a highly skilled Financial Services Specialist to join our team at BCT Group - BCT Financial Ltd & Bank Consortium Trust Co Ltd.About the RoleThis is a fantastic opportunity for a professional with a passion for financial services to take on new challenges and responsibilities. As a Financial Services Specialist, you will...
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Relationship Building Expert
20 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China GUM | Your MPF & EB Expert | Hong Kong Full timeAbout GUMGUM is a boutique consulting firm specializing in MPF solutions and financial consulting services. Our vision is to provide unparalleled expertise in the Health and Wealth Industry, empowering individuals to achieve financial freedom and well-being.Our MissionWe strive to create a collaborative and innovative work environment that fosters growth,...
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Risk Management Expert
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China The Edge Partnership - The Edge in Asia Full timeOur client, a leading global financial services group, is seeking an experienced Risk Management Expert to join their team in Hong Kong.The successful candidate will be responsible for monitoring and managing risks associated with electronic and algorithmic trading platforms, including market, operational, and technology risks.Key responsibilities...
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Financial Services Manager
2 days ago
Hong Kong Island, Hong Kong SAR China China Industrial Securities International Financial Group Limited Full time**Required Skills and Qualifications**We are looking for a highly skilled and experienced professional to join our risk management team as a Senior Risk Officer. The ideal candidate will have a strong background in risk management, with 5+ years of experience in the financial services industry.A Bachelor's degree in Risk Management, Accounting, Finance,...
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Compliance and Financial Expert
4 days ago
Hong Kong Island, Hong Kong SAR China SOLANA FOUNDATION Full timeThe SOLANA FOUNDATION is a rapidly growing organization that requires a skilled Compliance and Financial Expert to join our team. As a key member of our finance team, you will be responsible for ensuring compliance with financial regulations and standards, as well as providing expert advice on financial planning and analysis.We are a dynamic and innovative...
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Corporate Sales and Service Professional
20 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China GUM | Your MPF & EB Expert | Hong Kong Full timeAbout UsGUM is a boutique consulting firm focused on MPF solutions and financial consulting services. Our team of experts delivers exceptional service to our clients, empowering them to achieve financial freedom and well-being. We prioritize employee autonomy and performance, encouraging teamwork and constructive feedback to drive growth and...
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Professional Services Trainee
15 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China GUM | Your MPF & EB Expert | Hong Kong Full timeAbout UsGUM is a boutique consulting firm dedicated to providing MPF solutions and financial consulting services in the Health and Wealth Industry. With over 42 years of market experience, we have established ourselves as pioneers in our field.Our MissionWe are committed to giving our clients more inspiration, wealth, and happiness. Our team of experts works...
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Financial Expert Liaison
13 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China The HKIP Full timeJob DescriptionAs a key member of The HKIP, you will play a vital role in connecting clients with industry experts. Your primary focus will be on assessing client needs and identifying the best experts to meet those needs. You will deliver high-quality client service by being timely, responsive, and proactive.Key ResponsibilitiesAssess client needs and...