Retail and FinServ Client Advisor

Client Solutions Manager, Retail, FinServ & Healthcare, Hong Kong and Taiwan The Client Solutions Manager of Meta's Greater China team is an individual with proven experience in scoping, developing and implementing strategies and plans that increase business impact via solution-driven and business consultancy. We are proud of our progress in building and...

3 days ago Be among the first 25 applicantsLocation: Remote / Hybrid – Hong Kong, Japan, GlobalDepartment: Sales | Business Development | High-Net-Worth Client RelationsWho We AreLHP is a premier luxury advisory firm specializing in blue-chip art, high-value secondary market artworks, and exclusive real estate opportunities. Our expertise spans art...

Kinetic Academiks is a pioneering force in the multilingual space in Hong Kong, renowned for delivering exceptional services across all ethnicities. We bring cutting-edge innovations and trend anticipation to our work.This role offers a unique opportunity for a skilled Financial Advisor to join our team in Hong Kong. As a Financial Advisor, you will be...

Kinetic 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...

About Us:Unicorn Advisor (HK) Limited is a leading advisory firm providing expert guidance to clients navigating the complex world of corporate finance. With a strong focus on equity capital markets and IPOs, our team has earned a reputation for delivering high-quality results.Job Description:We are seeking an experienced Principal (Corporate Finance) to...

Company OverviewUnicorn Advisor (HK) Limited is a leading financial institution that provides comprehensive corporate finance solutions to its clients. Our team of experts has extensive experience in handling various corporate finance transactions, including IPOs, M&A advisory, and debt/equity fund raising activities.

About the Role: We are seeking an experienced Employee Benefits Advisor to join our Health and Benefits practice. As a key member of our team, you will be responsible for managing client relationships, providing quality service, and delivering expert advice on employee benefits solutions.Key Responsibilities: Lead client relationships and sales targets from...

ResponsibilitiesManaging the administration and service execution of client accounts and investments; Performing due diligence and onboarding of clients and counterparties; Managing client and counterparty databases; Executing trades, monitoring and reconciliation; Adhere to rules and regulations set forth by the Securities and Futures Commission of Hong...

About Our CompanyAt Unicorn Advisor (HK) Limited, we specialize in providing expert financial advisory services to our clients. Our team of professionals is dedicated to delivering high-quality solutions that meet the evolving needs of our clients.About the RoleWe are seeking a highly skilled Senior Financial Risk Analyst to join our team. The successful...

Join 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,...

Key ResponsibilitiesYou will be responsible for:Becoming a field expert in MongoDBCommunicating complex technical proposals effectively to diverse audiencesGaining a reputation as a trusted advisor with clientsMaintaining required billable utilization levelsInfluencing MongoDB product development

Job DescriptionWe are seeking a highly skilled and experienced professional to join our team at Unicorn Advisor (HK) Limited. As a Client Service Specialist, you will be responsible for managing the administration and service execution of client accounts and investments.Key ResponsibilitiesAccount Management: Manage client accounts and investments, ensuring...

If you are passionate about the Beauty industry and not shy about sharing your beauty tips, you are what we look for as the Beauty Advisor. Every customer you approach will see you as the face of our brand; you will be a critical link between the Product and the Customer. You will enjoy doing all those makeovers with our best-selling products to help make...

ResponsibilitiesLiaise with business units within the company and outside entities to support business development and operation.Collaborate with the team to customize private solutions for ultra-high-net-worth clients.Provide professional consulting services to clients, such as residency and citizenship planning and basic taxation consultation.Work closely...

Company Overview:Unicorn Advisor (HK) Limited is a leading financial institution dedicated to providing exceptional wealth management services to ultra high net worth individuals.Key Responsibilities:We are seeking a seasoned Markets Specialist to join our team, responsible for bringing in and hunting new clients for the bank. This involves identifying and...

We believe that combining diverse ideas, experience, backgrounds, and skillsets creates a great place to work. At Tag, we're committed to promoting an inclusive, equitable, and diverse culture where each employee feels supported and empowered.Key ResponsibilitiesThe Business Manager/ Director will:Own the delivery of documented process mapping, due diligence...

As a Senior Philanthropic Advisor, you will play a key role in helping our UHNW clients achieve their charitable goals. This involves working closely with clients to develop customized philanthropic strategies that reflect their values and ambitions.The ideal candidate will have a strong understanding of charitable giving strategies, including establishing...

Job SummaryConnectedGroup is looking for an experienced Account Manager to join their team. In this role, you will play a vital part in cultivating and nurturing existing client relationships, driving revenue growth, and ensuring long-term customer satisfaction. With your excellent communication and interpersonal skills, you will be able to build and...

Job DescriptionGlobal Consultancy is seeking a driven individual to join our growing team as a Compliance Risk Advisor. As a key member of our compliance team, you will be responsible for advising and supporting clients in the asset management and funds sector on regulatory compliance matters.We are looking for an experienced professional with prior...

About the ClientThe client is a renowned insurance company in Hong Kong that offers a wide range of insurance, retirement, and investment products and services to customers in the region.We are seeking an experienced Programme Manager with over 10 years of experience in the insurance industry, specifically within agency and distribution.This role will focus...