-time hybrid role based in Hong Kong SAR, with some work-from-home flexibility. The Investment Consultant / Wealth... from our platform including Family Office, Investment Management and Insurance products. While our expertises or business pattners...
Our Client Our client, a leading bank, is looking for Investment Consultant to join their IC team to cope with the... as an Investment Consultant within banking sector HKIB Certified Bankers preferred Sound technical knowledge of asset allocation...
and Wealth Management Department Job Functions: Strategic Planning, Financial Management, Investment Management... Responsibilities: Provide investment views & conduct briefings on investment market trend and investment products features. Deliver...
such as CFP or CFA Minimum of 5 years' banking experience; prior experience as an Investment Consultant will be a definite... to meet their investment targets Boost up investment sales, optimize sales capacity and effectiveness for retail investment...
in 19 countries and regions. Job Summary: Personal Financial Consultant provides tailored financial advice to retail... customers Promote a wide range of retail products, including but not limited to investment and insurance, to customers...
Our Client: Our client, a leading bank, is looking for Investment Consultant to join their IC team to cope with the... + of experience as an Investment Consultant within banking sector HKIB Certified Bankers preferred Sound technical knowledge...
A prominent financial institution in Hong Kong is seeking an experienced Investment Consultant to engage with clients... and provide strategic financial planning and investment management services. The ideal candidate will have at least 5 years...
Investment Consultant – Asset Management (HK$50K - $70K) (Ref. No.:27542) Our client, a Financial Institution... their return and risk appetite, provide feedback to Strategy Research team and Product team on clients’ investment needs...
and subject matter experts running their teams. Assistant / Deputy Investment Consultant, Private Banking Responsibilities...: Assist Investment consultant in analyzing market trend and preparing investment proposal Handle order execution on all asset...
and subject matter experts running their teams. Senior Investment Consultant/ Investment Consultant, Private Banking... Responsibilities Understand customer's asset status, risk tolerance, investment orientation and expected return rate to provide...
and subject matter experts running their teams. Assistant / Deputy Investment Consultant, Private Banking Responsibilities...: Assist Investment consultant in analyzing market trend and preparing investment proposal Handle order execution on all asset...
A global investment management firm is seeking a Compliance Consultant to support regulatory filings, conduct KYC/AML...
Compliance Consultant We are currently seeking a Compliance Consultant to support our client, a global investment...
and subject matter experts running their teams. Assistant / Deputy Investment Consultant, Private Banking Responsibilities...: Assist Investment consultant in analyzing market trend and preparing investment proposal Handle order execution on all asset...
Investment Consultant. Principal responsibilities Implement and participate in promotion programs to acquire new and retain... existing investment business Achieve the sales target by collaborating with Customer Relationship Managers to conduct pre-case...
Investment Consultant (Cross-boundary). Principal responsibilities Conduct mainlander and offshore customer portfolio... analysis to identify cross-selling investment products opportunities Implement and participate in promotion programs...
Management. We are seeking qualified individuals to join our Wealth Sales Distribution as Executive Investment Consultant.... Principal responsibilities Conduct customer portfolio analysis to identify cross-selling investment products opportunities...
Management. We are seeking qualified individuals to join our Wealth Sales Distribution as Senior Investment Consultant.... Principal responsibilities Implement and participate in promotion programs to acquire new and retain existing investment...
Consultant. Principal responsibilities Conduct customer portfolio analysis to identify cross-selling investment products... of Investment Consultant with strong knowledge of investment products Excellent interpersonal and communications skills Sound...
Investment Consultant (Cross-boundary). Principal responsibilities Conduct mainlander and offshore customer portfolio... analysis to identify cross-selling investment products opportunities Implement and participate in promotion programs...