Strategic Financial Consultant
7 days ago
We are seeking a highly experienced Strategic Financial Consultant to join our team at Unicorn Advisor (HK) Limited.
About the RoleThe successful candidate will be responsible for overseeing client service operations, ensuring delivery of high-quality support and services to institutional clients.
Key responsibilities include leading target segment research and onboarding efforts for new clients, overseeing preparation of pitch books and internal documentation.
The ideal candidate will provide proactive investment insights and maintain robust communication with clients, ensuring timely responses and a high level of service.
Additionally, they will drive business development initiatives, identifying and capitalizing on new opportunities in the institutional market.
They will also strengthen the institutional client base, promoting research services and cross-selling other financial products.
The successful candidate will develop sales strategies and achieve targets in line with business goals.
Requirements- Bachelor's degree in Business Administration, Finance, Economics, or a related field; advanced degrees or certifications are preferred.
- Comprehensive understanding of investment products, financial markets, and private banking strategies.
- Proven track record in developing client relationships and executing transactions effectively.
- Exceptional communication skills and proficiency in English and Mandarin; Cantonese is a plus.
- Strong leadership skills, with the ability to drive results and manage multiple tasks in a dynamic environment.
- Licensed under SFC with Type 1, knowledgeable in local regulatory and compliance standards.
-
Strategic Financial Consultant
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China CICC Full timeJob Overview:">">We are seeking a highly motivated and experienced Strategic Financial Consultant to join our team at CICC.">About the Role:">">The successful candidate will be responsible for developing and maintaining business relationships with high-net-worth individuals, their families, family offices, and corporates.">Key Responsibilities:">">Deeply...
-
Asset Consultant Position
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China AMG FINANCIAL GROUP Full timeYour Role in Wealth ManagementAs a Wealth & Asset Management Consultant Trainee, you will assist clients in managing their financial assets and achieving their financial goals. You will conduct market research, stay informed about investment opportunities, analyze client portfolios, and provide tailored advice based on their needs and objectives.
-
Top Financial Services Consultant
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Synpulse Full timeAbout SynpulseWe are a globally active management consulting company with a presence in multiple countries. Our expertise lies in providing strategic solutions to the world's largest international financial services and insurance firms. We offer comprehensive support at all project stages, from strategy development to technical implementation.
-
Financial Management and Consulting Expert
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China DL Holdings Group Full timeDL Holdings Group is seeking a seasoned Financial Management and Consulting Expert to join our team. In this role, you will provide expert financial guidance and support to our clients, helping them make informed business decisions and achieve their goals.Job OverviewThe Financial Management and Consulting Expert will be responsible for providing...
-
Strategic Digital Solutions Consultant
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Tachyon Talent Solutions Limited Full time**About Tachyon Talent Solutions Limited**We are a dynamic talent solutions company seeking an exceptional Strategic Digital Solutions Consultant to join our team.As a key member of our organization, you will be responsible for driving digital strategies that align with business objectives and enhance customer experiences. Your comprehensive market analysis...
-
Strategic Partnership Executive
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Manulife Financial Full timeJob OverviewWe are committed to empowering our employees to learn and grow in their careers while fostering a culture of well-being and inclusion. As a Strategic Partnership Executive, you will have the opportunity to shape the future of our company and contribute to our global success.About Manulife Financial CorporationManulife Financial Corporation is a...
-
Senior Financial Consultant
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China DL Holdings Group Full timeJob OverviewDL Holdings Group is a dynamic and forward-thinking organization that offers a unique opportunity for a Senior Financial Consultant to join our team. As a Senior Financial Consultant, you will be responsible for providing expert financial advice and guidance to our clients.Your primary responsibility will be to collaborate with the team to...
-
Strategic Brand Consultant
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Prophet Full timeCompany OverviewProphet is a strategic consulting firm that specializes in creating distinctive branding, marketing, and growth strategies for leading corporations worldwide. Founded in 1992, the firm has grown approximately 25% per year for the past five years, maintaining offices in Chicago, Hamburg, London, New York, San Francisco, Tokyo, and Zurich.As a...
-
Strategic Brand Consultant
19 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Prophet Full timeCompany OverviewProphet is a strategic consulting firm that helps senior marketers drive profitable growth by effectively utilizing brand and marketing.The firm was founded in 1992 and has since grown to become a leader in the industry, with offices in Chicago, Hamburg, London, New York, San Francisco, Tokyo, and Zurich.
-
Actuarial Consultant
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Oliver Wyman Full timeOliver Wyman's Actuarial Practice is a leading consulting partner for clients in the Asia Pacific region. We combine deep industry knowledge with specialized expertise in strategy, operations, risk management, and organizational transformation to help clients optimize their businesses.The Asia Pacific Actuarial Practice covers a broad range of insurance and...
-
Strategic Leadership Consultant
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China South China Morning Post SCMP Full timeWe are seeking a seasoned executive to lead our strategic planning and transformation initiatives. As the Head of Strategy & Special Projects, you will collaborate with our CEO and leadership team to develop and refine our company's vision, strategy, and priorities.Key Responsibilities:Strategic LeadershipDevelop and communicate the company's strategic...
-
Strategic Financial Consultant
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China CICC Full timeCompany OverviewCICC is a leading financial institution committed to fostering an environment of equity and diversity. Our organization recognizes the importance of fair treatment in all aspects of our business, from recruitment and hiring to professional development and advancement.
-
Senior Financial Consultant
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China DL Holdings Group Full timeJob Overview:DL Holdings Group is seeking a highly skilled Senior Financial Consultant to join our team. As a Senior Financial Consultant, you will be responsible for providing expert financial advice to clients and supporting business development initiatives.About the Role:We are looking for a talented individual with a strong background in finance and...
-
Strategic Financial Advisor
6 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China BBL-HIRING Full timeWe are seeking an experienced Strategic Financial Advisor to join our team in the New York City Metropolitan Area.ResponsibilitiesResponsibilities include developing and maintaining financial models, analyzing financial data, and providing strategic financial advice to senior management.The ideal candidate will have a strong background in finance, including...
-
Strategic IT Transformation Consultant
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Kyndryl Full timeAbout the RoleWe are seeking a highly experienced IT Strategy Enablement Professional to join our team as a Strategic IT Transformation Consultant. In this role, you will be responsible for driving meaningful change through technology by applying deep domain, technology, and industry expertise.You will establish milestones, quality targets, and manage the...
-
Financial Services Consultant
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Capco Full timeAbout UsWe are a global technology and management consultancy that specializes in driving digital transformation in the financial services and insurance industries. We offer a globally integrated service with offices in leading financial centers across the globe.As a Senior Consultant/Project Manager at Capco, you will have the opportunity to work on...
-
Sun Life Financial Leader
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Sun Life Financial Full timeJob Title: Sun Life Financial LeaderThe Sun Life Financial Leader will play a key leadership role in developing and executing customer journey strategies at Sun Life, focusing on driving innovation and growth.Main Objectives:Lead the development and execution of customer journey strategies that drive business growth.Foster a collaborative work environment...
-
Financial Services Consultant
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Tangspac Full timeAt Tangspac, we are seeking a seasoned Financial Services Consultant to join our team. In this role, you will be responsible for developing and maintaining business relationships with high-net-worth individuals, their families, family offices, and corporates.The ideal candidate will possess strong communication skills, excellent customer service abilities,...
-
Sales Consultant, Loan Products Specialist
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full timeAbout Dah Sing Financial GroupCompany Overview:The Dah Sing Financial Group is a leading financial services provider in Hong Kong and beyond. With a network of over 70 branches spanning Hong Kong, Macau, and Mainland China, we offer a wide range of banking, insurance, and related services.Job Purpose:We are seeking a highly motivated Sales Consultant to join...
-
Financial Crime Compliance Consultant
15 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Sia Full timeAbout the RoleWe are looking for a skilled Financial Crime Compliance Consultant to join our Data & AI team at Sia. As a consultant, you will be responsible for designing and implementing tailored compliance solutions for our clients.ResponsibilitiesPartner with clients to assess financial crime risks and design effective compliance strategies.Develop and...