156 Financial Consultant jobs in Hong Kong

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Direct message the job poster from Prudential Hong Kong

Job Description

Key Responsibilities:

● Composing tailor-made and professional financial solutions to customers that satisfy their

changing financial needs, including risk management planning, retirement planning and family

● Build long-term customer relationship

● Assisting with the implementation of team strategies and supporting with the team

● Establishing and managing a team of your own

● Attractive remuneration package, financing allowance schemes and competitive bonuses

● Comprehensive and renowned pre-onboarding training

● Training programme to equip candidate to achieve different qualifications like MDRT, COT, and TOT memberships

● Flexible working hours and joyful working atmosphere which emphasise self- actualisation

and self-growth

● Overseas conferences and travel opportunities

● Support candidate to accelerate their career growth to managerial level

● Support candidate to achieve professional industry-related certifications and

qualifications, like CFA and CFP qualifications

Key Requirements:

● Bachelor degree holder or above

● Self-motivated, target-oriented, passionate for winning and proactive

● Possessing outstanding leadership qualities

● A responsible team player

● Excellent communicator with splendid analytical and organising skill

● Good command of spoken and written Chinese and English

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales
• Industries Insurance

Referrals increase your chances of interviewing at Prudential Hong Kong by 2x

Wan Chai District, Hong Kong SAR 4 weeks ago

Kowloon City District, Hong Kong SAR 2 weeks ago

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Join to apply for the (Senior) Personal Financial Consultant role at OCBC .

2 weeks ago Be among the first 25 applicants.

Who We Are
As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. We take the time to truly understand people and provide support, services, solutions, and career paths to meet their needs.

Today, we’re on a journey of transformation, leveraging technology and creativity to become a future-ready learning organisation. Our strategic goal is to be Asia’s leading financial services partner for a sustainable future.

We invite you to build the bank of the future, innovate in delivering financial services, work in supportive teams, and build lasting value in your community. Grow your assets, business, and investments, or enjoy a vibrant career.

How You Succeed
Success in this role requires a customer-centric approach, understanding client needs, and matching them with our products and services. Be proactive in upselling and cross-selling, work closely with sales teams, and build strong relationships with customers and stakeholders.

Job Summary
The Personal Financial Consultant provides tailored financial advice to retail customers, helping them manage investments, plan finances, and achieve their goals through budgeting, risk assessment, and strategic planning.

What You Will Be Doing

• Provide high-quality retail banking services to customers.
• Promote a range of retail products, including investment and insurance, to explore new business opportunities.
• Identify potential business opportunities and refer to related segments.
• Ensure compliance with regulatory requirements and bank policies.
• Perform other duties as assigned.

What We Are Looking For

• Bachelor’s degree in any discipline preferred; or 5 subjects at Grade E/Level 2 or above in HKCEE/HKDSE including Chinese/English and Maths, or equivalent.
• HKSI & IIQE qualifications required; candidates with either are welcome, but obtaining both during probation is necessary (e.g., CPA, HKSI, IIQE).
• At least 1 year of relevant experience, preferably in banking or financial institutions.
• Good command of MS Office and computer skills.
• Sales-driven, result-oriented, and able to work under pressure.
• Good communication and interpersonal skills.
• Proficiency in English, Cantonese, and Mandarin.
• ECF (Retail Wealth Management) qualification preferred.
• More experience qualifies for a Senior Personal Financial Consultant role.

What We Offer

Competitive salary, flexible benefits, community initiatives, and industry-leading learning and development opportunities. We care about your wellbeing, growth, and aspirations.

• Entry level

• Full-time

• Finance and Sales

• Banking

Join to apply for the (Senior) Personal Financial Consultant role at OCBC .

2 weeks ago Be among the first 25 applicants.

Who We Are
As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. We take the time to truly understand people and provide support, services, solutions, and career paths to meet their needs.

Today, we’re on a journey of transformation, leveraging technology and creativity to become a future-ready learning organisation. Our strategic goal is to be Asia’s leading financial services partner for a sustainable future.

We invite you to build the bank of the future, innovate in delivering financial services, work in supportive teams, and build lasting value in your community. Grow your assets, business, and investments, or enjoy a vibrant career.

How You Succeed
Success in this role requires a customer-centric approach, understanding client needs, and matching them with our products and services. Be proactive in upselling and cross-selling, work closely with sales teams, and build strong relationships with customers and stakeholders.

Job Summary
The Personal Financial Consultant provides tailored financial advice to retail customers, helping them manage investments, plan finances, and achieve their goals through budgeting, risk assessment, and strategic planning.

What You Will Be Doing

• Provide high-quality retail banking services to customers.
• Promote a range of retail products, including investment and insurance, to explore new business opportunities.
• Identify potential business opportunities and refer to related segments.
• Ensure compliance with regulatory requirements and bank policies.
• Perform other duties as assigned.

What We Are Looking For

• Bachelor’s degree in any discipline preferred; or 5 subjects at Grade E/Level 2 or above in HKCEE/HKDSE including Chinese/English and Maths, or equivalent.
• HKSI & IIQE qualifications required; candidates with either are welcome, but obtaining both during probation is necessary (e.g., CPA, HKSI, IIQE).
• At least 1 year of relevant experience, preferably in banking or financial institutions.
• Good command of MS Office and computer skills.
• Sales-driven, result-oriented, and able to work under pressure.
• Good communication and interpersonal skills.
• Proficiency in English, Cantonese, and Mandarin.
• ECF (Retail Wealth Management) qualification preferred.
• More experience qualifies for a Senior Personal Financial Consultant role.

What We Offer

Competitive salary, flexible benefits, community initiatives, and industry-leading learning and development opportunities. We care about your wellbeing, growth, and aspirations.

• Entry level

• Full-time

• Finance and Sales

• Banking

Join to apply for the Senior Investment Advisor role at Bank of Singapore, Asia's Global Private Bank .

Bank of Singapore opens doors to new opportunities. At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork, and fairness. Most importantly, we invest in our people through programmes that develop them professionally and personally. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to grow within OCBC Group’s global network. If you have passion, drive, and the will to succeed, rise to the challenge today!

Investment Advisors (IAs) are specialists within a marketing team, primarily responsible for formulating investment strategies and collaborating with Relationship Managers to manage client portfolios.

They shall support RMs primarily as follows:

• Meet and provide premium investment advisory to HNW clients, formulating strategies aligned with their target assets and risk profiles.
• Relay the house view within marketing teams and coordinate with product specialists for support or training.
• Work with RMs on investment ideas, create proposals, and conduct portfolio reviews.
• Provide Advisory Portfolio Management Services.
• Collaborate with Investment Solutions Group to generate product solutions, keep abreast of market products, propose new ideas, and develop trading strategies related to cash equities, bonds, FX, structured products, and AIMS products.

Who you are:

• A well-recognized university degree, preferably with CFA or relevant postgraduate qualifications.
• Holders of Type 1 and Type 4 licenses (SFC).
• At least 6-8 years of experience in financial industry in an investment advisory role.
• Strong interpersonal, communication, analytical, and strategic thinking skills.
• A team player.
• Preferably with HKIB ECF professional qualification.

Not Applicable

Full-time

Finance and Sales

Referrals can double your chances of interviewing at Bank of Singapore, Asia's Global Private Bank. Get notified about new Senior Investment Advisor jobs in Hong Kong SAR .

You are about to enter websites controlled or offered by third parties. OCBC hereby disclaims liability for any information, materials, products or services posted or offered at any of these third party web-sites. By creating a link to these third party web-sites, OCBC does not endorse or recommend any products or services offered or information contained on those web-sites or information fed by these third parties nor is OCBC liable for any failure of products or services offered or advertised at any of these third party web-sites. OCBC Group shall in no event be liable for any damages, loss or expense including without limitation, direct, indirect, special, or consequential damage, or economic loss arising from or in connection with any use of or access to any other website linked to this website, any system, server or connection failure, error, omission, interruption, delay in transmission, or computer virus and any services, products, information, data, software or other material obtained from this website or from any other website linked to this website. Any hyperlinks to any other websites are not an endorsement or verification of such websites and such websites should only be accessed at the user’s own risks. This exclusion clause shall take effect to the fullest extent permitted by law.

You further consent to Oversea-Chinese Banking Corporation Limited, its related corporations (collectively, the "OCBC Group"), and their respective business partners and agents (collectively, the “OCBC Representatives”) collecting, using and disclosing your personal data for purposes reasonably required by the OCBC Group and the OCBC Representatives to enable them to process your employment application and assess your suitability for the position which you are applying for. Such purposes are set out in a Data Protection Policy, which is accessible at or available on request and which you confirm you have read and understood.

Apply remote type Onsite locations BOS Hong Kong time type Full time posted on Posted Yesterday job requisition id JR0001807

Bank of Singapore opens doors to new opportunities.

At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group’s global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today!

Investment Advisors (IAs) are investment specialists within a marketing team. The primary role of the IA is to formulate investment strategies and work with Relationship Managers in managing client portfolios.

They shall support RMs primarily as follows:

• Meet and provide premium investment advisory to HNW clients and formulate investment strategies that align with client’s target strategic assets allocation to meet investment objectives and risk profile.
• Relay the house view in their respective marketing teams and can call on product specialists for specific support or general training needs.
• Work with Relationship Managers on investment ideas, articulate investment concepts, create investment proposals and conduct portfolio reviews.
• Provide Advisory Portfolio Management Services
• Collaborate with Investment Solutions Group to generate products solutions and:

i. keep abreast of products in the market

ii. propose new product ideas

iii. develop, monitor and follow up on new trading ideas related to cash equities, bonds, FX as well as structured products and AIMS products.

Who you are:

• Well recognized university degree, preferably with a CFA or other relevant post graduate qualifications
• Hold Type 1 and Type 4 licenses (SFC)
• At least 6-8 years in financial industry in an investment advisory position
• Strong inter-personal and communications skills
• Strong analytical and strategic thinking skills
• Team player
• Preferable for candidates with HKIB Enhanced Competency Framework (ECF) professional qualification

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

You are about to enter websites controlled or offered by third parties. OCBC hereby disclaims liability for any information, materials, products or services posted or offered at any of these third party web-sites. By creating a link to these third party web-sites, OCBC does not endorse or recommend any products or services offered or information contained on those web-sites or information fed by these third parties nor is OCBC liable for any failure of products or services offered or advertised at any of these third party web-sites. OCBC Group shall in no event be liable for any damages, loss or expense including without limitation, direct, indirect, special, or consequential damage, or economic loss arising from or in connection with any use of or access to any other website linked to this website, any system, server or connection failure, error, omission, interruption, delay in transmission, or computer virus and any services, products, information, data, software or other material obtained from this website or from any other website linked to this website. Any hyperlinks to any other websites are not an endorsement or verification of such websites and such websites should only be accessed at the user’s own risks. This exclusion clause shall take effect to the fullest extent permitted by law.

You further consent to Oversea-Chinese Banking Corporation Limited, its related corporations (collectively, the "OCBC Group"), and their respective business partners and agents (collectively, the “OCBC Representatives”) collecting, using and disclosing your personal data for purposes reasonably required by the OCBC Group and the OCBC Representatives to enable them to process your employment application and assess your suitability for the position which you are applying for. Such purposes are set out in a Data Protection Policy, which is accessible at or available on request and which you confirm you have read and understood.

Apply remote type Onsite locations BOS Hong Kong time type Full time posted on Posted Yesterday job requisition id JR0001807

Bank of Singapore opens doors to new opportunities.

At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group’s global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today!

Investment Advisors (IAs) are investment specialists within a marketing team. The primary role of the IA is to formulate investment strategies and work with Relationship Managers in managing client portfolios.

They shall support RMs primarily as follows:

• Meet and provide premium investment advisory to HNW clients and formulate investment strategies that align with client’s target strategic assets allocation to meet investment objectives and risk profile.
• Relay the house view in their respective marketing teams and can call on product specialists for specific support or general training needs.
• Work with Relationship Managers on investment ideas, articulate investment concepts, create investment proposals and conduct portfolio reviews.
• Provide Advisory Portfolio Management Services
• Collaborate with Investment Solutions Group to generate products solutions and:

i. keep abreast of products in the market

ii. propose new product ideas

iii. develop, monitor and follow up on new trading ideas related to cash equities, bonds, FX as well as structured products and AIMS products.

Who you are:

• Well recognized university degree, preferably with a CFA or other relevant post graduate qualifications
• Hold Type 1 and Type 4 licenses (SFC)
• At least 6-8 years in financial industry in an investment advisory position
• Strong inter-personal and communications skills
• Strong analytical and strategic thinking skills
• Team player
• Preferable for candidates with HKIB Enhanced Competency Framework (ECF) professional qualification

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

Join to apply for the Senior Investment Advisor role at Bank of Singapore, Asia's Global Private Bank .

Bank of Singapore opens doors to new opportunities. At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork, and fairness. Most importantly, we invest in our people through programmes that develop them professionally and personally. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to grow within OCBC Group’s global network. If you have passion, drive, and the will to succeed, rise to the challenge today!

Investment Advisors (IAs) are specialists within a marketing team, primarily responsible for formulating investment strategies and collaborating with Relationship Managers to manage client portfolios.

They shall support RMs primarily as follows:

• Meet and provide premium investment advisory to HNW clients, formulating strategies aligned with their target assets and risk profiles.
• Relay the house view within marketing teams and coordinate with product specialists for support or training.
• Work with RMs on investment ideas, create proposals, and conduct portfolio reviews.
• Provide Advisory Portfolio Management Services.
• Collaborate with Investment Solutions Group to generate product solutions, keep abreast of market products, propose new ideas, and develop trading strategies related to cash equities, bonds, FX, structured products, and AIMS products.

Who you are:

• A well-recognized university degree, preferably with CFA or relevant postgraduate qualifications.
• Holders of Type 1 and Type 4 licenses (SFC).
• At least 6-8 years of experience in financial industry in an investment advisory role.
• Strong interpersonal, communication, analytical, and strategic thinking skills.
• A team player.
• Preferably with HKIB ECF professional qualification.

Not Applicable

Full-time

Finance and Sales

Referrals can double your chances of interviewing at Bank of Singapore, Asia's Global Private Bank. Get notified about new Senior Investment Advisor jobs in Hong Kong SAR .

As the digital innovation, design and transformation brand of the Capgemini Group, Capgemini Invent enables CxOs to envision and shape the future of their businesses. Located in nearly 40 studios and more than 60 offices around the world, it comprises a 10,000+ strong team of strategists, data scientists, product and experience designers, brand experts and technologists who develop new digital services, products, experiences and business models for sustainable growth.

Capgemini Invent is an integral part of Capgemini, a global leader in partnering with companies to transform and manage their business by harnessing the power of technology. The Group is guided everyday by its purpose of unleashing human energy through technology for an inclusive and sustainable future. It is a responsible and diverse organization of over 325,000 team members in more than 50 countries. With its strong 55-year heritage and deep industry expertise, Capgemini is trusted by its clients to address the entire breadth of their business needs, from strategy and design to operations, fueled by the fast evolving and innovative world of cloud, data, AI, connectivity, software, digital engineering and platforms.

About the role:

Financial service (FS) institutions are being fundamentally changed by a rapid absorption of digital and disruptive technology. Our Enterprise Transformation team integrate strategy, process, people, technology, and data into a comprehensive transformation journey for our clients, spanning from vision to digital core, and from transformation to asset-driven consulting.

As Capgemini Invent is growing in the Southeast Asia region, we are seeking to hire an Consultant to enable the transformation and performance improvement of businesses by identifying FS clients’ needs and recommending intelligent, digital solutions. With a focus on structured analysis and visualization of an enterprise’s current and future state, you will ensure the delivery of quality, accurate, and valuable solutions to clients.

What you’ll do:

• Work on topics in Financial Services value-chain such as strategy, competitor benchmarking, process redesign, and customer digital transformation
• Collaborate with cross-functional teams to gather, analyze, and document requirements
• Work with client to understand issues, pain points and help create strategy for change
• Develop solutions and recommendations based on fact-based analysis and insights
• Foster relationships and ensure stakeholder alignment
• Influence and drive decision-making through workshops and presentations.
• Continuously improve business analysis practices by staying updated on industry trends and contributing to knowledge sharing

What you´ll bring:

• Passionate for Financial Services industry.
• Over 2 years of experience with leading consulting organizations working on transformation projects.
• Proficient in process improvement analysis and business process re-engineering.
• Experience in the delivery and implementation of large change initiatives.
• Capable of working autonomously and managing tasks efficiently with tight timelines.
• A team player with excellent work ethic and communication skills.
• Good knowledge / appetite for some of the following themes:
• (1) Strategy & organization: Transformation Program and Change Management, IT Operating Model improvement, Process Optimization, Post Merger Integration / Sourcing, Shared Service Center and Cost Reduction Programs
• (2) Industrialization of IT operations: Globalization and Off shoring Strategies, Leverage of Cloud Computing, Improvement of Operational Excellence through Lean IT
• (3) Digital transformation: Digital architecture, Agile & DevOps methodology, Innovative Technology Capabilities such as Data Analytics, Internet of things, Blockchain.
• Commitment to professional excellence, as well as personal and professional growth.
• Flexible with domestic and international travels.

What we´ll offer you:

• Innovative projects and international Teams around our Digital Transformation environment
• Long-term oriented and value-driven corporate culture
• Excellent career opportunities as well as space for self-initiative – we demand and encourage
• The task, to re-think Strategy & Transformation projects and create tangible results
• Successful growth along all dimensions of digital topics
• World-class trainings embedded in a global expert network
• Competitive salary & benefits, and second-to-none perspectives for growth

• Seniority level Associate

• Employment type Full-time

• Job function Consulting
• Industries Business Consulting and Services

Referrals increase your chances of interviewing at Capgemini Invent by 2x

Wan Chai District, Hong Kong SAR 5 days ago

Wan Chai District, Hong Kong SAR 2 weeks ago

Central & Western District, Hong Kong SAR 1 week ago

Wan Chai District, Hong Kong SAR 5 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

As the digital innovation, design and transformation brand of the Capgemini Group, Capgemini Invent enables CxOs to envision and shape the future of their businesses. Located in nearly 40 studios and more than 60 offices around the world, it comprises a 10,000+ strong team of strategists, data scientists, product and experience designers, brand experts and technologists who develop new digital services, products, experiences and business models for sustainable growth.

Capgemini Invent is an integral part of Capgemini, a global leader in partnering with companies to transform and manage their business by harnessing the power of technology. The Group is guided everyday by its purpose of unleashing human energy through technology for an inclusive and sustainable future. It is a responsible and diverse organization of over 325,000 team members in more than 50 countries. With its strong 55-year heritage and deep industry expertise, Capgemini is trusted by its clients to address the entire breadth of their business needs, from strategy and design to operations, fueled by the fast evolving and innovative world of cloud, data, AI, connectivity, software, digital engineering and platforms.

About the role:

Financial service (FS) institutions are being fundamentally changed by a rapid absorption of digital and disruptive technology. Our Enterprise Transformation team integrate strategy, process, people, technology, and data into a comprehensive transformation journey for our clients, spanning from vision to digital core, and from transformation to asset-driven consulting.

As Capgemini Invent is growing in the Southeast Asia region, we are seeking to hire an Consultant to enable the transformation and performance improvement of businesses by identifying FS clients’ needs and recommending intelligent, digital solutions. With a focus on structured analysis and visualization of an enterprise’s current and future state, you will ensure the delivery of quality, accurate, and valuable solutions to clients.

What you’ll do:

• Work on topics in Financial Services value-chain such as strategy, competitor benchmarking, process redesign, and customer digital transformation
• Collaborate with cross-functional teams to gather, analyze, and document requirements
• Work with client to understand issues, pain points and help create strategy for change
• Develop solutions and recommendations based on fact-based analysis and insights
• Foster relationships and ensure stakeholder alignment
• Influence and drive decision-making through workshops and presentations.
• Continuously improve business analysis practices by staying updated on industry trends and contributing to knowledge sharing

What you´ll bring:

• Passionate for Financial Services industry.
• Over 2 years of experience with leading consulting organizations working on transformation projects.
• Proficient in process improvement analysis and business process re-engineering.
• Experience in the delivery and implementation of large change initiatives.
• Capable of working autonomously and managing tasks efficiently with tight timelines.
• A team player with excellent work ethic and communication skills.
• Good knowledge / appetite for some of the following themes:
• (1) Strategy & organization: Transformation Program and Change Management, IT Operating Model improvement, Process Optimization, Post Merger Integration / Sourcing, Shared Service Center and Cost Reduction Programs
• (2) Industrialization of IT operations: Globalization and Off shoring Strategies, Leverage of Cloud Computing, Improvement of Operational Excellence through Lean IT
• (3) Digital transformation: Digital architecture, Agile & DevOps methodology, Innovative Technology Capabilities such as Data Analytics, Internet of things, Blockchain.
• Commitment to professional excellence, as well as personal and professional growth.
• Flexible with domestic and international travels.

What we´ll offer you:

• Innovative projects and international Teams around our Digital Transformation environment
• Long-term oriented and value-driven corporate culture
• Excellent career opportunities as well as space for self-initiative – we demand and encourage
• The task, to re-think Strategy & Transformation projects and create tangible results
• Successful growth along all dimensions of digital topics
• World-class trainings embedded in a global expert network
• Competitive salary & benefits, and second-to-none perspectives for growth

• Seniority level Associate

• Employment type Full-time

• Job function Consulting
• Industries Business Consulting and Services

Referrals increase your chances of interviewing at Capgemini Invent by 2x

Wan Chai District, Hong Kong SAR 5 days ago

Wan Chai District, Hong Kong SAR 2 weeks ago

Central & Western District, Hong Kong SAR 1 week ago

Wan Chai District, Hong Kong SAR 5 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.