What Jobs are available for Banking Advisor in Hong Kong?

Responsibilities:

• Develop and broaden the size of AUM in the platform through engaging in sales and client relationship management;
• Acquire new customers and solicit business opportunities by conducting a complete KYC and understanding the financial situations ; expectations of clients;
• Deliver effective communication and understanding with clients to recognize and manage their needs;
• Provide on-going portfolio supervision and make a suitable recommendation or solicitation by applying the market view from in-house research;
• Promote the company value and platform features to clients via face to face meetings, client seminars or marketing events;
• Ensure all selling activates including regulated activities are in compliance with relevant regulatory requirements and internal policies.

;

Requirements:

• Bachelor degree in Business Administration, Finance, Economics or related discipline is preferred;
• Candidate is expected to possess extensive customer contacts that qualifies for retail and high net worth segment;
• Superior knowledge of investment ; insurance products and financial markets;
• Qualified for registration as a Securities Intermediary (Relevant Individual) and
• Insurance Intermediary (Technical Representative of Insurance Agent);
• Strong analytical skills and solid track record in developing relationships with customers;
• Excellent communication, interpersonal skills and proficient in both spoken and written English, Chinese and Mandarin.

Experience Level

Middle Management (i.e. Manager - AD)

Education Level

Professional Certificate,

Bachelor's Degree

Language

English,

Chinese

Skillset

Planning And Organizational Skills,

Technical Representative Of Insurance Agent,

Customer-Centric Mindset

Fun

Game room with PS4, FIFA19 and Foosball at all time.

Snacks & Beverages

Vending machines with various snacks and coffee for you to choose from.

Yearly activities

Movie Day, Outdoor activities, Celebration during festive seasons and many more

Remuneration package

Competitive Salary (way above market rate if you have the right potential)

Coverage

Insurance and medical coverage.

Allowances

Monthly sports allowance, Yearly department gathering and welcome dinner for new staff.

iFAST Corporation is a global digital banking and wealth management platform headquartered in Singapore, providing a comprehensive range of investment products and services to financial advisory firms, financial institutions, banks, internet companies, multinational companies, as well as retail and high net worth investors in Asia. The Group offers access to over 17,000 investment products including funds, bonds and Singapore Government Securities (SGS), stocks, Exchange Traded Funds (ETFs), insurance products, and services including online discretionary portfolio management services (DPMS), research and investment seminars, financial technology (fintech) solutions, banking, pension administration, investment administration and transactions services. The company is also present in Hong Kong, Malaysia, China and UK.

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Raffles Place, Singapore

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Communications/ Design/ Marketing/ Media, Banking/ Investment Related Services

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Raffles Place, Singapore

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Banking/ Investment Related Services

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Clerical/Administrative Support

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Banking/ Investment Related Services, Information Technology

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Tsim Sha Tsui, Yau Tsim Mong District, Hong Kong

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Banking/ Investment Related Services

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Banking/ Investment Related Services

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Tsim Sha Tsui, Yau Tsim Mong District, Hong Kong

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Product Support & Services

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Tsim Sha Tsui, Yau Tsim Mong District, Hong Kong

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Kuala Lumpur, Malaysia

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Responsibilities:

Provide regular investment market and strategy updates that cover macroeconomic trends, industry patterns, market structures, and regulatory environments.

Maintain a proactive collaborative relationship with relationship managers to identify client needs, enhance clients' understanding of products, services, and investments, and provide timely and appropriate investment solutions.

Work closely with the Relationship Management and Wealth Management teams in providing specialist services in business planning and joint meetings.

Leverage on wealth management solutions such as bonds, structured products and funds to achieve high-net-worth customers' financial goals by matching their risk appetite.

Ensure strict compliance with all internal policies and procedures, as well as all regulatory requirements.

Job Requirements:

Bachelor's or Master's degree in Finance, Economics, Mathematics, Statistics, or a related field.

Holder of an SFC license type 1 and 4 for regulated activity, and CFA, FRM, or related professional qualifications.

A minimum of 5 years of experience in investment analysis or related fields, with a focus on the U.S. and/or Hong Kong markets.

Proficiency in English, Mandarin, and Cantonese.

Strong self-motivation, ability to work independently, and a team-oriented spirit.

Clear and precise decision-making skills, along with strong communication and presentation skills to illustrate investment concepts.

Depth understanding of private wealth products such as funds, structured notes, cash, and bonds, with the ability to provide professional and standardized product interpretations.

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.

Full-time,Permanent

Responsibilities:

• Promote the Company's business and expand our HNW client base

• Achieve business and sales targets, revenue growth by promoting products & services to existing HNW clients as well as new client acquisition

• Provide recommendations and investment ideas within the context of the client's total portfolio and risk profile
• Manage after-sales process, including but not limited to performance monitoring & update on the recommendations and holdings
• Perform regulated activities and ensure full compliance with policies, standards, guidelines & procedures laid down by the Company and regulatory authorities
• Other ad hoc assignments as require

Key Requirements

• University degree in financial and relevant majors
• At least 3 years of experience in sales of hedge funds, mutual funds, alternative investment, structured products, securities trading and discretionary management
• Possess sound investment and financial knowledge and good understanding of financial markets and regulations

• Familiar with sales and marketing tools

• Client solutions-driven, self-motivated, target-driven, and a team player

• Excellent interpersonal skills and strong attention to detail and accuracy
• Proficiency in both English and Putonghua
• SFC Type 1, 4, and 9 regulated activities

Our client is Corporate Banking.  To cope with the rapid business expansion, they are now inviting high caliber candidates to join the team

Assistant Vice President, Investment Consultant/Investment Advisory , Private Banking/ Wealth Management

Responsibilities:

• Work closely with Relationship Managers to provide expert financial advice and investment strategies to high net-worth clients, ensuring their portfolios align with their investment objectives, financial goals and risk tolerance
• Experienced in asset allocation, capable of conducting overall economic analysis and in-depth cross-asset analysis
• Based on analysis of market trends and economic data, provide professional and comprehensive investment advice and recommendations about clients' bespoke portfolio allocation across a variety of investment instruments to achieve their healthy target returns for future wealth planning
• Conduct regular performance reviews with clients, provide relevant strategic investment recommendations, assess and mitigate investment risks
• Plan market outlook and asset allocation strategies proactively and regularly, provide Model Portfolio planning strategies for different risk attribute customer groups
• Equip with knowledge and experience in varieties of investment products, especially alternative investments, to be able to make allocations in portfolio suitable for clients.
• Facilitate the transaction process of investment products recommended to clients.
• Ensure compliance of local regulatory requirements and internal control and policies of the Bank
• Handle ad hoc projects as assigned.

Requirements:

• Bachelor's degree or above in Business/Finance or related discipline
• At least 5 years' relevant work experience in investment consultant in private bank/Wealth Management
• Strong analytical skills and familiar with various and major investment products in the market and be able to apply it in asset allocation. Experience in alternative investments and discretionary investment portfolio is preferred.
• Relevant Individual with Type 1 and Type 4 licenses
• Excellent communication, interpersonal and presentation skills
• Good team player, self-motivated with strong customer service mindset
• Proficient in written and spoken English and Chinese (Mandarin & Cantonese)
• Holder of CPWP, CFA or CFP would be an advantage

If you're interested, please don't delay and click APPLY NOW; or for more information, you can reach out to Dolly Chan at OR office with your resume.

Please send full resume with present & expected salary to expedite sourcing in MS-WORD format by clicking "APPLY NOW"

Please quote our reference in your application

Personal data provided by job applicants will be used strictly in accordance with the employer's personal data policies, a copy of which will be provided upon request

All information provided will be used for recruitment purpose only

Our client is Private Banking /Wealth Management .  To cope with the rapid business expansion, they are now inviting high caliber candidates to join the team

Investment Consultant/Investment Advisory , Private Banking/ Wealth Management ( HK $50K-60K )

Responsibilities:

• Work closely with Relationship Managers to provide expert financial advice and investment strategies to high net-worth clients, ensuring their portfolios align with their investment objectives, financial goals and risk tolerance
• Experienced in asset allocation, capable of conducting overall economic analysis and in-depth cross-asset analysis
• Based on analysis of market trends and economic data, provide professional and comprehensive investment advice and recommendations about clients' bespoke portfolio allocation across a variety of investment instruments to achieve their healthy target returns for future wealth planning
• Conduct regular performance reviews with clients, provide relevant strategic investment recommendations, assess and mitigate investment risks
• Plan market outlook and asset allocation strategies proactively and regularly, provide Model Portfolio planning strategies for different risk attribute customer groups
• Equip with knowledge and experience in varieties of investment products, especially alternative investments, to be able to make allocations in portfolio suitable for clients.
• Facilitate the transaction process of investment products recommended to clients.
• Ensure compliance of local regulatory requirements and internal control and policies of the Bank
• Handle ad hoc projects as assigned.

Requirements:

• Bachelor's degree or above in Business/Finance or related discipline
• At least 4 years' relevant work experience in investment Advisory / investment consultant in private bank/Wealth Management
• Strong analytical skills and familiar with various and major investment products in the market and be able to apply it in asset allocation. Experience in alternative investments and discretionary investment portfolio is preferred.
• Relevant Individual with Type 1 and Type 4 licenses
• Excellent communication, interpersonal and presentation skills
• Good team player, self-motivated with strong customer service mindset
• Proficient in written and spoken English and Chinese (Mandarin & Cantonese)
• Holder of CPWP, CFA or CFP would be an advantage

If you're interested, please don't delay and click APPLY NOW; or for more information, you can reach out to Dolly Chan at OR office with your resume.

Please send full resume with present & expected salary to expedite sourcing in MS-WORD format by clicking "APPLY NOW"

Please quote our reference in your application

Personal data provided by job applicants will be used strictly in accordance with the employer's personal data policies, a copy of which will be provided upon request

All information provided will be used for recruitment purpose only

Some careers have more impact than others.

If you're looking for a career where you can make a real impression, join Hang Seng and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.

Investments and Wealth Solutions – CIO and Investment Advisory

Hang Seng's Investments and Wealth Solutions offers a full spectrum of investment products and services to our Retail Banking and Wealth (RB&W) customers, from high-net-worth to mass segments across channels. We distribute investment funds managed by top tier fund managers covering different types of funds, across regions and asset classes. A wide range of structured products with underlying linked to equities, FX rates, interest rates, investment funds, etc. are offered for investors to pursue different investment objectives. We also offer fixed income instruments and certificates of deposit to customers who look for regular coupon payment. Besides, we have securities services covering exchange traded equities in local and overseas markets offered through a wide variety of trading channels. Margin trading services covering FX and securities, and investment financing service provides extra liquidity and purchasing power to cater for investment needs from sophisticated investors.

We are currently seeking a high caliber professional to join our team as Senior Investment Advisor.

Principal responsibilities

• Conduct in-depth Global Market Marco and/or FX research, generate investment strategies and portfolio ideas
• Prepare market commentaries, market update presentations, and provide advisory services for Retail Banking and Wealth
• Participate in Retail Banking and Wealth High-Net-Worth client meetings together with Relationship Managers to share investment market views and insightful asset allocation strategies
• Participate in the development and implementation of initiatives related to the compliance, systems and procedures for the investment advisory function

Requirements

• University degree in Finance, Economics or other relevant qualifications, with passes in the Hong Kong Securities Institute Licensing Examinations, CFA is a plus. Candidates with less academic qualification but possesses relevant work experience will also be considered
• At least 3-5 years' experience in investment advisory service, with good knowledge of global / local markets and investment products
• Fulfillment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
• Strong self-motivation, with the ability to work independently and under pressure
• Proficiency in both written English and Chinese, fluency in Putonghua an advantage

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Hong Kong Monetary Authority - Mandatory Reference Checking Scheme.

You'll achieve more when you join Hang Seng Bank Limited.

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-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Issued by Hang Seng Bank Limited

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.

The role requires working closely with Relationship Managers to provide clients proactively with investment advice and asset allocation guidance focused on investment performance. He/she shall generate positive client performance according to the clients' respective risk profile and adding perceived value by proactively managing risks and opportunities. Further, he/she shall contribute towards the assets under management growth ambitions for the team. The incumbent shall also build highly effective relationships across the Bank to maintain and improve knowledge of the business and its latest products and services to optimise service to clients.

People Management

• Contribute to the strengthening of the team spirit and the fostering of a collaborative work environment
• Motivate and provide guidance/feedback to other team members to improve overall performance

Client Management (internal & external)

• Actively provide clients with top notch investment and asset allocation optimisation advice, generating positive investment performance according to the clients' needs and risk profile jointly with Relationship Managers
• Conduct regular portfolio reviews with clients and addressing deficiencies promptly and effectively
• Positively represent and market the team to help attract growth in assets under management
• Regular consultation with Front representatives to be kept updated of clients' needs/demands and take appropriate measures to fulfil them, where relevant

Business Management

• Work to fulfil the ambitions of the Client Coverage & Advisory Hong Kong – Greater China team
• Regular review of the function's practices to ensure efficiency and productivity are kept at optimal levels

Compliance & Risk Management

• Regular monitoring of clients' portfolio to ensure asset allocation and concentration/diversification are in line with the respective client's risk profile and investment goals
• Meet all legal, regulatory and compliance standards/requirements
• Adhere to all relevant Local User Manuals
• Regular assessment of the function's practices to mitigate associated risks arising out of and relating to the said function
• Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations

Personal and Social

• Able to work independently and in a global team setup to take on initiatives with a positive attitude
• Client-centric approach for all deliverables
• Able to quickly troubleshoot problems and provide effective solutions
• Excellent inter-personal skills, open and approachable
• Fast learner and able to work under pressure to meet tight deadlines
• Good communication/coordination skills to deal with different levels of stakeholders
• Highly motivated with integrative personality

Professional and Technical

• Relevant higher educational and professional background with relevant working experience (Senior: min. 7 years); experience in Private Banking context is a plus
• Strong fundamentals across all asset classes and investment products
• Experience in applying a global portfolio approach across all asset classes; CFA or equivalent an advantage
• Strong commercial judgement, business acumen and broad understanding of the financial market and products
• Languages Skills: Fluent in both English and Mandarin; Cantonese is a plus

Regulatory

• HKMA/SFC licensed representative
• Familiar with regulatory expectations and requirements
• Cross border rules and regulations

We are looking forward to receiving your full job application through our online application tool.

Job Description
Some careers have more impact than others.
If you're looking for a career where you can make a real impression, join Hang Seng and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.

Investments and Wealth Solutions – CIO and Investment Advisory
Hang Seng's Investments and Wealth Solutions offers a full spectrum of investment products and services to our Retail Banking and Wealth (RB&W) customers, from high-net-worth to mass segments across channels. We distribute investment funds managed by top tier fund managers covering different types of funds, across regions and asset classes. A wide range of structured products with underlying linked to equities, FX rates, interest rates, investment funds, etc. are offered for investors to pursue different investment objectives. We also offer fixed income instruments and certificates of deposit to customers who look for regular coupon payment. Besides, we have securities services covering exchange traded equities in local and overseas markets offered through a wide variety of trading channels. Margin trading services covering FX and securities, and investment financing service provides extra liquidity and purchasing power to cater for investment needs from sophisticated investors.

We are currently seeking a high caliber professional to join our team as
Senior Investment Advisor
.

Principal Responsibilities

• Conduct in-depth Global Market Marco and/or FX research, generate investment strategies and portfolio ideas
• Prepare market commentaries, market update presentations, and provide advisory services for Retail Banking and Wealth
• Participate in Retail Banking and Wealth High-Net-Worth client meetings together with Relationship Managers to share investment market views and insightful asset allocation strategies
• Participate in the development and implementation of initiatives related to the compliance, systems and procedures for the investment advisory function

Requirements
Requirements

• University degree in Finance, Economics or other relevant qualifications, with passes in the Hong Kong Securities Institute Licensing Examinations, CFA is a plus. Candidates with less academic qualification but possesses relevant work experience will also be considered
• At least 3-5 years' experience in investment advisory service, with good knowledge of global / local markets and investment products
• Fulfillment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
• Strong self-motivation, with the ability to work independently and under pressure
• Proficiency in both written English and Chinese, fluency in Putonghua an advantage

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Hong Kong Monetary Authority - Mandatory Reference Checking Scheme.

You'll achieve more when you join Hang Seng Bank Limited.

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-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Issued by Hang Seng Bank Limited

Your new company

Our client is a fintech pioneer with decades of success in the financial industry. They specialise in providing innovative trading and wealth management solutions, connecting broker-dealers, asset managers, banks, and fintechs to markets and assets globally. With a strong focus on digital transformation, they offer cutting-edge platforms that enhance trading efficiency and investment management processes.

Your new role

• Partner closely with Relationship Managers and Senior Investment Advisor (Investment Counsellor) to deliver tailored investment advice to high-net-worth clients.
• Provide holistic and unbiased recommendations across asset classes including equities, bonds, FX, structured products, mutual funds, discretionary mandates, and private market investments.
• Monitor client portfolios regularly to assess performance, risk exposure, and identify new opportunities.
• Contribute actively to team-wide investment idea sharing and strategy discussions.
• Proactively manage a portfolio of assigned accounts and maintain strong client engagement.

What you'll need to succeed

• Minimum 3 years of stable experience in private banking, with a focus on investment counselling / product advisory / assistant relationship manager.
• Well-versed in multi-asset investment strategies, with working knowledge across various asset classes including derivative, structured product, fund, private market, etc.
• Strong analytical and quantitative skills, with the ability to evaluate portfolio risks and recommend optimal solutions.
• Fluent in both Mandarin and English (spoken and written), with excellent communication skills.
• CFA designation preferred; proficiency in Bloomberg and Microsoft Office tools is essential.

What you need to do now

If you're interested in this role or would like to consult about other professional career opportunities within the investment and wealth management industry, please send your CV to or contact