- Provide professional support and coach branch marketing staff to meet their investment targets
- Boost up investment sales, optimize sales capacity and effectiveness for retail investment business
- Formulate and implement business strategies to support assigned regions meeting overall targets and generating extra investment fee income
- Assist frontline marketing staff to identify suitable customers for marketing of products, prepare presentation materials to customers and build up business base
- Participate in joint marketing calls with frontline marketing staff to act as investment product specialist Requirements
- University graduate, preferably with professional qualifications such as CFP or CFA
- Minimum of 5 years' banking experience; prior experience as an Investment Consultant will be a definite advantage
- Sound technical knowledge of asset allocation & investment products including equities, unit trust, bonds and treasury products, etc.
- Pass in the Hong Kong Securities Institute Licensing Examination or an Exempted / Qualified Securities Dealer
- Strong self-motivation, able to work independently and under pressure
- Excellent analytical, communication, interpersonal and presentation skills
- Good understanding of relevant selling procedures, practices, rules and sales compliance requirements
- Good command of both spoken and written English and Chinese, with fluency in Putonghua
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Gentleman Capital Limited Hong Kong, 香港 全职Responsibilities: · Support Senior Investment Consultant in providing comprehensive services to Account Managers and clients, including investment proposal preparation, product selection, market commentary, etc · Consolidate client statements from various Private Banks, and compi ...
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Investment Consultant
14小时前
Mercer Hong Kong, 香港 OTHERSUMMARY · We are currently seeking to add to our investment consulting team. Based in Hong Kong, this role will oversee client servicing from investment technical, analytical and operational aspects and provide investment advisory and investment solution services. · You will be r ...
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Marsh McLennan Companies Hong Kong, 香港 全职Description: · SUMMARY · We are currently seeking to add to our investment consulting team. Based in Hong Kong, this role will oversee client servicing from investment technical, analytical and operational aspects and provide investment advisory and investment solution services ...
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Hang Seng Bank Limited Hong Kong, 香港 全职Job description · A Career with Hang Seng Bank · Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We ...
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Bank Of China (Hong Kong) Limited Hong Kong, 香港 全职Responsibilities: Provide investment views & conduct briefings on investment market trend and investment products features. · Deliver investment strategies to meet customer investment needs. · Support various kinds of investment sales activities & client meeting. · Provide coac ...
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Hang Seng Bank Limited Hong Kong, 香港 全职Job description · A Career with Hang Seng Bank · Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We ...
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HSBC Hong Kong, 香港 Permanent - 全职A Career with Hang Seng Bank · Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services.We seek to attract high ...
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AIA International Limited. Hong Kong, 香港 全职FIND YOUR 'BETTER' AT AIA · We don't simply believe in being 'The Best'. We believe in better - because there's no limit to how far 'better' can take us. · We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the ...
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Bank Of China (Hong Kong) Limited Hong Kong, 香港 全职Responsibilities Understand customer's asset status, risk tolerance, investment orientation and expected return rate to provide customers with comprehensive, holistic recommendations · Continue to provide professional and excellent investment advice to key clients of private ba ...
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HSBC Hong Kong, 香港 Permanent - 全职A Career with Hang Seng Bank · Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services.We seek to attract high ...
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AIA International Limited. Hong Kong, 香港 全职FIND YOUR 'BETTER' AT AIA · We don't simply believe in being 'The Best'. We believe in better - because there's no limit to how far 'better' can take us. · We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the ...
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Hang Seng Bank Limited Hong Kong, 香港 全职Job description · A Career with Hang Seng Bank · Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We s ...
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Mercer Hong Kong, 香港 OTHERSUMMARY · As investment consultants, we help clients (sponsors of pension funds, endowments and other institutional asset pools) to achieve their investment purposes by advising them on appropriate investment strategies and policies, assisting investment manager selection, and mo ...
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Marsh McLennan Companies Hong Kong, 香港 全职Description: · SUMMARY · As investment consultants, we help clients (sponsors of pension funds, endowments and other institutional asset pools) to achieve their investment purposes by advising them on appropriate investment strategies and policies, assisting investment manager ...
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Bank Of China (Hong Kong) Limited Hong Kong, 香港 全职Responsibilities: Assist Investment consultant in analyzing market trend and preparing investment proposal · Handle order execution on all asset classes including FX, bond, equity, ELN, mutual funds and alternative investments · Provide comprehensive support to investment cons ...
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Marsh McLennan Companies Hong Kong, 香港 全职Description: · We are now inviting ambitious candidates to join our Wealth team for a month full-time internship (the duration of the internship can be adjusted through mutual discussion and agreement). Successful candidates will have the opportunity to understand and support ou ...
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Mercer Hong Kong, 香港 OTHERWe are now inviting ambitious candidates to join our Wealth team for a month full-time internship (the duration of the internship can be adjusted through mutual discussion and agreement). Successful candidates will have the opportunity to understand and support our growing wealth ...
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HSBC Hong Kong, 香港 Permanent - 全职A Career with Hang Seng Bank · Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high ...
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X-Giants International Hong Kong Limited Hong Kong, 香港 全职Responsibilities: · Team Leadership: Lead the project consulting team, providing guidance and support to team members, and ensuring successful project delivery. · Client Relationship Management: Build strong relationships with clients, understanding their financial goals, risk to ...
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Robert Walters Hong Kong Hong Kong, 香港 全职They are specifically looking for candidates with experience in alternative investments. · What you'll do: · Contribute to a compliance team to embed a customer-focused culture; supporting the asset management business to manage regulatory compliance risks, specifically in relati ...
Investment Consultant - Hong Kong, 香港 - The Bank of East Asia
