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...
bond issuance, margin financing, asset and wealth management, direct investment, and structured financing. As a prominent... investment bank, CMBC Capital has established a strong market presence and caters to various client needs. Position: Investment...
asSeniorInvestment 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...
experience in investment consultant in private bank Strong analytical skills and familiar with various and major investment...Responsibilities: Work closely with Relationship Managers to provide expert financial advice and investment...
strong candidates may be considered with flexibility on academic requirements. Extensive experience as an investment consultant... by the company, focusing on investment products such as Hong Kong and U.S. equities and virtual assets, while meeting targets...
-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...
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...
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...
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...
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...
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...
Compliance Consultant We are currently seeking a Compliance Consultant to support our client, a global investment...
A global investment management firm is seeking a Compliance Consultant to support regulatory filings, conduct KYC/AML...
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...
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...
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...