269 Investment jobs in Hong Kong
Investment Consultant
Posted 3 days ago
Job Viewed
Job Description
Join to apply for the Investment Consultant role at OCBC
3 days ago Be among the first 25 applicants
Join to apply for the Investment Consultant role at OCBC
Who We Are
As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.
Who We Are
As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.
Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.
We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.
Your Opportunity Starts Here.
This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager. Investment Banking Product Specialist Why Join As an Investment Banking Product Specialist at OCBC, you'll be at the forefront of shaping the bank's investment banking products and services. You'll work closely with clients to understand their needs and develop innovative solutions to help them achieve their financial goals. This is a unique opportunity to build a rewarding career in a dynamic and fast-paced environment. How you succeed To succeed in this role, you'll need to stay ahead of the curve in terms of market trends and regulatory requirements. You'll work closely with cross-functional teams to design and launch new products, and continuously monitor and improve existing ones. Your ability to think strategically, collaborate effectively, and communicate complex ideas simply will be key to your success. What you do - Develop and maintain a deep understanding of the investment banking market, including trends, competitors, and regulatory requirements - Collaborate with cross-functional teams to design and launch new products and services - Work closely with clients to understand their needs and develop tailored solutions - Conduct market research and analysis to identify opportunities for growth and improvement - Develop and maintain product documentation, including product guides and marketing materials Who you are - A degree in finance, economics, or a related field, with at least 3 years of experience in investment banking or a related field - Strong knowledge of investment banking products and services, including equity and debt capital markets, M&A, and restructuring - Excellent analytical and problem-solving skills, with the ability to think strategically and creatively - Strong communication and interpersonal skills, with the ability to work effectively with clients and cross-functional teams - A proactive and adaptable approach, with a strong focus on delivering results in a fast-paced environment Who we are As Singapore's longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires. Today, we're on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia's leading financial services partner for a sustainable future. We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here. What we offer Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Equal opportunity. Fair employment. Selection based on ability and fit with our culture and values. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.
What We Offer
Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Finance and Sales
- Industries Banking
Referrals increase your chances of interviewing at OCBC by 2x
Get notified about new Investment Advisor jobs in Hong Kong SAR .
Wealth Management - Institutional Wealth Advisor Mizuho | Greenhill - 2025 / 2026 Off-Cycle Internship - Private Capital Advisory (Hong Kong) Investment Counsellor – Global Private Banking Investment Counsellor - Global Private Banking Investment Counsellor - Global Private Banking 2025 Wealth Management Full Time (Fresh Grad & IANG are Welcomed) Graduate Trainee - Buy-Side | Westernized Working Culture Wealth Manager/ Financial Planner/ High Netwoth AdvisorWan Chai District, Hong Kong SAR 4 weeks ago
Kowloon City District, Hong Kong SAR 2 weeks ago
Analyst / Associate (Energy, Power, Chemicals and Infrastructure), Investment Banking, Hong Kong / Singapore Private Bank Relationship Manager- Wealth Management (Hong Kong)We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrInvestment Manager
Posted 10 days ago
Job Viewed
Job Description
Join to apply for the Investment Manager role at Michael Page .
Get AI-powered advice on this job and more exclusive features.
About Our ClientA prestigious multi-family office headquartered in Hong Kong is expanding its global footprint through the acquisition of a new overseas business. To support this growth, we are building a high-caliber investment team to drive strategic initiatives, evaluate opportunities, and manage cross-border investments.
Job Description- Conduct in-depth financial analysis and valuation of potential investment opportunities
- Build and maintain complex financial models to support investment decisions
- Support due diligence processes and deal execution for cross-border transactions
- Collaborate with internal stakeholders and external advisors across multiple jurisdictions
- Monitor portfolio performance and provide strategic recommendations
- Prepare investment memos and presentations for senior management and family principals
- Bachelor's degree or above in Finance, Accounting, Economics, or a related field
- 3-8 years of experience in corporate finance, investment banking, private equity, or a similar field
- Strong financial modeling and analytical skills
- Excellent command of both written and spoken Chinese and English
- Proven ability to work independently in a fast-paced, international environment
- Willingness and ability to travel frequently for business
- Permanent position with opportunities for career growth
- Exposure to strategic investment projects globally
- Collaborative and professional work environment in Hong Kong
- Comprehensive training and development programs
If you are ready to advance your career as a Prince Group Investment Manager in Hong Kong, we encourage you to apply today!
Contact: Aiko Zhang
Quote job ref: JN-072025-6791761
Seniority level- Mid-Senior level
- Full-time
- Finance and Consulting
- Financial Services, Accounting, and Banking
Investment Assistant
Posted 10 days ago
Job Viewed
Job Description
Join to apply for the Investment Assistant role at Sun Hung Kai Properties Limited
Join to apply for the Investment Assistant role at Sun Hung Kai Properties Limited
Get AI-powered advice on this job and more exclusive features.
- Bachelor's degree in accounting, finance or related disciplines
- 1-2 years' working experience
- Proven English proficiency and fluent Putonghua
- Familiar with PC software e.g. MS Word, Excel, PowerPoint & Chinese Word Processing
- Good working attitude, strong communications skills and able to work under pressure
- CPA or CFA candidate is an advantage
Responsibilities
- Perform general secretarial and administrative support to the manager
- Conduct in-depth research on global leading companies, in particular property & tech sector
- Maintain database on companies & industries
(Candidates with more experience will be considered for Assistant Investment Analyst.)
Seniority level- Seniority level Entry level
- Employment type Full-time
- Job function Accounting/Auditing, Finance, and Research
- Industries Real Estate, Leasing Non-residential Real Estate, and Investment Management
Referrals increase your chances of interviewing at Sun Hung Kai Properties Limited by 2x
Sign in to set job alerts for “Investment Assistant” roles. Analyst, Private Equity Asia, Funds and SecondariesCentral & Western District, Hong Kong SAR 4 days ago
Wealth Management - Investment Assistant Private Equity – Fund of Funds Investment Associate Industrials Equity Analyst - Multi-Billion Global Hedge FundCentral & Western District, Hong Kong SAR 1 week ago
Equity Long/Short Analyst – Japan Industrials Cyclicals / Generalist Finance Analyst - FP&A APAC (6-month contract) China/Regional Internet Equity Long Short Analyst Investment Analyst – Private Credit & Structured Finance Wealth Management - Business Development Specialist 2025 Wealth Management Trainee Program (Fresh Grad & IANG are Welcomed) TRAINEE: Valuation and Risk Analysis Analyst Investment Analyst (<40k, buy-side family office, PE focused) Wealth Management - OTC Desk Middle Office Associate, Equity Derivatives Structuring, Equity Derivatives Consumer Senior Analyst - Multi-Billion AUM Hedge Fund 2025 Wealth Management Internship Program (IANG are Welcomed) Analyst/ Associate, Equity Derivative Quant, Equity DerivativesWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrInvestment Counsellor
Posted 10 days ago
Job Viewed
Job Description
Join to apply for the Investment Counsellor role at EFG International
Continue with Google Continue with Google
Join to apply for the Investment Counsellor role at EFG International
Get AI-powered advice on this job and more exclusive features.
Sign in to access AI-powered advicesContinue with Google Continue with Google
Continue with Google Continue with Google
Continue with Google Continue with Google
Continue with Google Continue with Google
Continue with Google Continue with Google
Continue with Google Continue with Google
- Provides investment ideas to CROs in North Asia and private clients of tagged accounts with an emphasis on asset allocation. Products coverage includes Equities, Fixed Income, FX, Funds, DPM, Alternatives and Structured solutions. Participates in client calls and meetings with the marketing team or CROs. Coordinates and executes sales campaign when required.
- Partner with CRO to acquire new accounts /AUM and attempt to increase the share of wallets with clients
- Prepares quality and user friendly investment materials to augment CROs’ marketing efforts.
- Execute order for clients on trades advised
- Holds regular investment meetings with CROs and educates them on the latest developments on global financial markets, originate investment ideas and investment themes.
- Interacts and effectively manage relationship with various internal stakeholders and external counterparties. Coaches and supports the frontline effort in exploring business opportunities.
- Keeps the team up-to-date on new market trends and latest development of investment products. Facilitates the implementation of new product ideas in terms of due diligence, operational logistics, documentation and presentation.
- Support in-house Marketing campaign and new product launched by EFGAM
- Complete all mandatory trainings as required by Compliance Department and Continuous professional training(CPT)/ Ongoing professional training (OPT) as required by Professional bodies from time to time.
- Adheres to all applicable legislation, including relevant parts of the HKMA / SFC Code and Guidelines. Adheres to all relevant internal guidelines and procedures.
Main Duties & Responsibilities
- Provides investment ideas to CROs in North Asia and private clients of tagged accounts with an emphasis on asset allocation. Products coverage includes Equities, Fixed Income, FX, Funds, DPM, Alternatives and Structured solutions. Participates in client calls and meetings with the marketing team or CROs. Coordinates and executes sales campaign when required.
- Partner with CRO to acquire new accounts /AUM and attempt to increase the share of wallets with clients
- Prepares quality and user friendly investment materials to augment CROs’ marketing efforts.
- Execute order for clients on trades advised
- Holds regular investment meetings with CROs and educates them on the latest developments on global financial markets, originate investment ideas and investment themes.
- Interacts and effectively manage relationship with various internal stakeholders and external counterparties. Coaches and supports the frontline effort in exploring business opportunities.
- Keeps the team up-to-date on new market trends and latest development of investment products. Facilitates the implementation of new product ideas in terms of due diligence, operational logistics, documentation and presentation.
- Support in-house Marketing campaign and new product launched by EFGAM
- Complete all mandatory trainings as required by Compliance Department and Continuous professional training(CPT)/ Ongoing professional training (OPT) as required by Professional bodies from time to time.
- Adheres to all applicable legislation, including relevant parts of the HKMA / SFC Code and Guidelines. Adheres to all relevant internal guidelines and procedures.
- University degree with professional qualifications such as CFA or CPWP preferred
- Minimum of six years’ experience in investment advisory function of PB or minimum of ten years’ experience in product advisory function cross asset classes
- Proficiency in English, Mandarin, and Cantonese
- Demonstration of market knowledge and advisory skills
- Diversified product knowledge for multiple asset classes within a portfolio context
- Strong self-motivation with good communication and interpersonal skills
- Strong mind-set of risk management
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Finance and Sales
- Industries Banking
Referrals increase your chances of interviewing at EFG International by 2x
Sign in to set job alerts for “Investment Advisor” roles.Continue with Google Continue with Google
Continue with Google Continue with Google
Investment Counsellor - Private Banking Department Alternative Investment Specialist - Alts. Investment FirmCentral & Western District, Hong Kong SAR
HK$1,200,000.00
-
HK$1,800,000.00
3 days ago
Central & Western District, Hong Kong SAR 1 week ago
Deputy Manager, Investment Consultant, Private Banking Wealth Manager / Financial Planner / High Net-Worth Advisor (Graduate Program) Wealth Management Trainee / Financial Consultant Senior Manager, Private Asset (Investment)Kowloon City District, Hong Kong SAR 1 week ago
Debt Securities Investment & Trading Professional Assistant Manager – Investment Operations Senior Investment Analyst / Assistant Manager | Capital Markets & Investment ServicesWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrManager, Investment
Posted 10 days ago
Job Viewed
Job Description
Join to apply for the Manager, Investment role at Prudential Hong Kong
Join to apply for the Manager, Investment role at Prudential Hong Kong
Get AI-powered advice on this job and more exclusive features.
Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.
This role is to support implementation of investment strategy in private assets that are not publicly traded, including identifying, evaluating, monitoring, structuring the private investing platform to drive investment strategy and long-term return.
Job Descriptions
- Conduct research & analysis, investment search, review & plan deployment pipeline, and perform due diligence on potential alternative investment opportunities.
- Develop overall alternative platform in key private market segments and optimize investment portfolio to deliver long-term return
- Ongoing portfolio monitoring, assess and manage risks associated with alternative investments and main life funds.
- Lead assigned initiatives and projects in the private markets, ensuring timely execution, clear communication of project status, timeline, and next steps.
- Support implementation of alternative investment strategy, manager/GP due diligence, performance monitoring, facilitate alternatives related reporting and cross function cooperation.
- University degree in Finance or related discipline.
- 5 years investment experience related to investments in private and alternative space.
- Self-driven, open minded, and fast learner
- Team player and strong stakeholder management skills
- Good communication skills with ability to collaborate with stakeholders
- Project management skills with ability to multitask and meet deadline
- Experience in private and alternative assets
- ESG/responsible investment experience is a plus
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Finance and Sales
Referrals increase your chances of interviewing at Prudential Hong Kong by 2x
Get notified about new Investment Manager jobs in Hong Kong, Hong Kong SAR .
Director of Investments – Single Family Office Web3 Venture Capital Investment Analyst / Associate (Open to private equity, research or investment banking experience, web3 working experience not required) Global Banking - Investment Banking Analyst Investment and Asset Management Senior / ManagerShenzhen, Guangdong, China
CN¥9,000.00
-
CN¥8,000.00
1 year ago
Shenzhen, Guangdong, China
CN 0,000.00
-
CN 0,000.00
1 year ago
Shenzhen, Guangdong, China CN 0,000 - CN 5,000 1 year ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrInvestment Director
Posted 10 days ago
Job Viewed
Job Description
Get AI-powered advice on this job and more exclusive features.
The client is a private equity investment firm headquartered in Hong Kong, backed by strong market-oriented capital. To further expand their investment strategy, they plan to establish a new M&A fund that will concentrate on control buyouts in Greater China and select overseas markets, covering key industries such as advanced manufacturing, consumer goods, technology, and industrial services.
Now they are seeking a highly experienced director-level talent (Director / Executive Director) to help drive the establishment, investment execution, and post-investment management of the new fund.
Responsibilities
Focus on control buyout transactions led by private equity funds, encompassing the entire transaction process, industry deepening, post-investment management, and team building:
Design of Control Buyout Transaction Process
- As a core member of the fund team, lead or participate deeply in the entire transaction process of control buyout (Buyout / LBO) projects, including:
- Market/industry research and identification of investment opportunities
- Financial modeling and valuation analysis
- Independently writing and presenting investment decision materials, including business logic, transaction structure, financial forecasts, and exit strategies
- Management of due diligence and negotiation of transaction terms
- Coordination of transaction closing and post-investment takeover
Platform Investment and Portfolio Management :
- Support the construction of platform acquisition strategies (Platform + Bolt-on), plan industry integration paths, and clarify sources of synergy value:
- Collaborate with management teams to drive value creation plans, including operational optimization, profitability enhancement, organizational restructuring, and financial standardization
- Assist in formulating exit strategies (such as strategic sales, secondary market exits, IPOs, etc.), controlling timing and transaction windows
- Regularly track the operational and financial performance of portfolio companies, reporting to fund management and LPs
Investment Strategy and Industry Research :
- Collaborate with partners to establish fund investment strategies, focusing on manufacturing, consumer, technology, and industrial services:
- Deepen understanding of target industry ecosystems and establish convertible investment databases and BD networks
- Build segmented industry analysis models, tracking mechanisms for leading companies, and transaction pipeline management systems
Requirements
- Bachelor's degree or higher, preferably in finance, accounting, engineering, law, etc.; MBA or relevant postgraduate degree is a plus
- At least 8-12 years of M&A experience in domestic or international private equity funds or investment banking; minority equity investments or non-control M&A may not be suitable for this position
- Experience leading control transactions or leveraged buyout (LBO) projects, with practical experience in structure design and post-investment management
- Familiarity with Cayman/Hong Kong fund structures, investment committee processes, fund compliance, valuation, and operational processes is preferred
- Strategic industry perspective with deep insights into manufacturing, industrial technology, and consumer goods
- Ability to independently build financial models (including LBO models, post-integration financial forecasts, Exit Case modeling)
- Strong commercial logic and strategic judgment, capable of linking transactions with industry landscape analysis
- Proficient in both written and spoken English and Chinese
- Experience in fundraising or LP communication (e.g., participating in PPM writing, Q&A, roadshows) is preferred
- Seniority level Director
- Employment type Full-time
- Job function Finance
Referrals increase your chances of interviewing at One Arrow Consulting Group by 2x
Get notified about new Investment Director jobs in Hong Kong, Hong Kong SAR .
Associate Director, Startup Investment, Venture Capital, 1.2-1.5M +B Fixed Income Investment Director – Asset Management SVP, Corporate Banking - Mainland Corporates Director, Equity Portfolio Manager, Asset Management Managing Director / General Manager / Group Business Advisor (CEO Office) Director of Bitcoin Treasury Strategy (Trading & Investments) Director / Senior Director | Capital Markets & Investment Services | Hong Kong Director, Technology Investment, CLSA Capital Partners Executive Director, Equity Order Management Systems Treasury Management Director (Front Office) Managing Director- Corporate, Financial & Technology Communications Consultancy (HONG KONG) Account Director - Corporate, Sustainabilty, and Financial Communications Consultancy ( HONG KONG ) Head of Operations and Development - Hang Seng Investment Management Limited (HK) HSBC Premier Elite Director - Wealth and Personal BankingCentral & Western District, Hong Kong SAR 4 days ago
Director, Process & Change Delivery, Private Banking Associate Director, Operations, Wealth Management, Operations Sales Director, Financial Institutions (Hong Kong & Asia)Central & Western 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.
#J-18808-LjbffrInvestment Manager
Posted 1 day ago
Job Viewed
Job Description
Join to apply for the Investment Manager role at Michael Page .
Get AI-powered advice on this job and more exclusive features.
About Our ClientA prestigious multi-family office headquartered in Hong Kong is expanding its global footprint through the acquisition of a new overseas business. To support this growth, we are building a high-caliber investment team to drive strategic initiatives, evaluate opportunities, and manage cross-border investments.
Job Description- Conduct in-depth financial analysis and valuation of potential investment opportunities
- Build and maintain complex financial models to support investment decisions
- Support due diligence processes and deal execution for cross-border transactions
- Collaborate with internal stakeholders and external advisors across multiple jurisdictions
- Monitor portfolio performance and provide strategic recommendations
- Prepare investment memos and presentations for senior management and family principals
- Bachelor's degree or above in Finance, Accounting, Economics, or a related field
- 3-8 years of experience in corporate finance, investment banking, private equity, or a similar field
- Strong financial modeling and analytical skills
- Excellent command of both written and spoken Chinese and English
- Proven ability to work independently in a fast-paced, international environment
- Willingness and ability to travel frequently for business
- Permanent position with opportunities for career growth
- Exposure to strategic investment projects globally
- Collaborative and professional work environment in Hong Kong
- Comprehensive training and development programs
If you are ready to advance your career as a Prince Group Investment Manager in Hong Kong, we encourage you to apply today!
Contact: Aiko Zhang
Quote job ref: JN-072025-6791761
Seniority level- Mid-Senior level
- Full-time
- Finance and Consulting
- Financial Services, Accounting, and Banking
Be The First To Know
About the latest Investment Jobs in Hong Kong !
Manager, Investment
Posted 1 day ago
Job Viewed
Job Description
Join to apply for the Manager, Investment role at Prudential Hong Kong
Join to apply for the Manager, Investment role at Prudential Hong Kong
Get AI-powered advice on this job and more exclusive features.
Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.
This role is to support implementation of investment strategy in private assets that are not publicly traded, including identifying, evaluating, monitoring, structuring the private investing platform to drive investment strategy and long-term return.
Job Descriptions
- Conduct research & analysis, investment search, review & plan deployment pipeline, and perform due diligence on potential alternative investment opportunities.
- Develop overall alternative platform in key private market segments and optimize investment portfolio to deliver long-term return
- Ongoing portfolio monitoring, assess and manage risks associated with alternative investments and main life funds.
- Lead assigned initiatives and projects in the private markets, ensuring timely execution, clear communication of project status, timeline, and next steps.
- Support implementation of alternative investment strategy, manager/GP due diligence, performance monitoring, facilitate alternatives related reporting and cross function cooperation.
- University degree in Finance or related discipline.
- 5 years investment experience related to investments in private and alternative space.
- Self-driven, open minded, and fast learner
- Team player and strong stakeholder management skills
- Good communication skills with ability to collaborate with stakeholders
- Project management skills with ability to multitask and meet deadline
- Experience in private and alternative assets
- ESG/responsible investment experience is a plus
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Finance and Sales
Referrals increase your chances of interviewing at Prudential Hong Kong by 2x
Get notified about new Investment Manager jobs in Hong Kong, Hong Kong SAR .
Director of Investments – Single Family Office Web3 Venture Capital Investment Analyst / Associate (Open to private equity, research or investment banking experience, web3 working experience not required) Global Banking - Investment Banking Analyst Investment and Asset Management Senior / ManagerShenzhen, Guangdong, China
CN¥9,000.00
-
CN¥8,000.00
1 year ago
Shenzhen, Guangdong, China
CN 0,000.00
-
CN 0,000.00
1 year ago
Shenzhen, Guangdong, China CN 0,000 - CN 5,000 1 year ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrInvestment Consultant
Posted 2 days ago
Job Viewed
Job Description
Join to apply for the Investment Consultant role at OCBC
3 days ago Be among the first 25 applicants
Join to apply for the Investment Consultant role at OCBC
Who We Are
As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.
Who We Are
As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.
Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.
We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.
Your Opportunity Starts Here.
This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager. Investment Banking Product Specialist Why Join As an Investment Banking Product Specialist at OCBC, you'll be at the forefront of shaping the bank's investment banking products and services. You'll work closely with clients to understand their needs and develop innovative solutions to help them achieve their financial goals. This is a unique opportunity to build a rewarding career in a dynamic and fast-paced environment. How you succeed To succeed in this role, you'll need to stay ahead of the curve in terms of market trends and regulatory requirements. You'll work closely with cross-functional teams to design and launch new products, and continuously monitor and improve existing ones. Your ability to think strategically, collaborate effectively, and communicate complex ideas simply will be key to your success. What you do - Develop and maintain a deep understanding of the investment banking market, including trends, competitors, and regulatory requirements - Collaborate with cross-functional teams to design and launch new products and services - Work closely with clients to understand their needs and develop tailored solutions - Conduct market research and analysis to identify opportunities for growth and improvement - Develop and maintain product documentation, including product guides and marketing materials Who you are - A degree in finance, economics, or a related field, with at least 3 years of experience in investment banking or a related field - Strong knowledge of investment banking products and services, including equity and debt capital markets, M&A, and restructuring - Excellent analytical and problem-solving skills, with the ability to think strategically and creatively - Strong communication and interpersonal skills, with the ability to work effectively with clients and cross-functional teams - A proactive and adaptable approach, with a strong focus on delivering results in a fast-paced environment Who we are As Singapore's longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires. Today, we're on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia's leading financial services partner for a sustainable future. We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here. What we offer Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Equal opportunity. Fair employment. Selection based on ability and fit with our culture and values. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.
What We Offer
Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Finance and Sales
- Industries Banking
Referrals increase your chances of interviewing at OCBC by 2x
Get notified about new Investment Advisor jobs in Hong Kong SAR .
Wealth Management - Institutional Wealth Advisor Mizuho | Greenhill - 2025 / 2026 Off-Cycle Internship - Private Capital Advisory (Hong Kong) Investment Counsellor – Global Private Banking Investment Counsellor - Global Private Banking Investment Counsellor - Global Private Banking 2025 Wealth Management Full Time (Fresh Grad & IANG are Welcomed) Graduate Trainee - Buy-Side | Westernized Working Culture Wealth Manager/ Financial Planner/ High Netwoth AdvisorWan Chai District, Hong Kong SAR 4 weeks ago
Kowloon City District, Hong Kong SAR 2 weeks ago
Analyst / Associate (Energy, Power, Chemicals and Infrastructure), Investment Banking, Hong Kong / Singapore Private Bank Relationship Manager- Wealth Management (Hong Kong)We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrInvestment Counsellor
Posted 3 days ago
Job Viewed
Job Description
Join to apply for the Investment Counsellor role at EFG International
Continue with Google Continue with Google
Join to apply for the Investment Counsellor role at EFG International
Get AI-powered advice on this job and more exclusive features.
Sign in to access AI-powered advicesContinue with Google Continue with Google
Continue with Google Continue with Google
Continue with Google Continue with Google
Continue with Google Continue with Google
Continue with Google Continue with Google
Continue with Google Continue with Google
- Provides investment ideas to CROs in North Asia and private clients of tagged accounts with an emphasis on asset allocation. Products coverage includes Equities, Fixed Income, FX, Funds, DPM, Alternatives and Structured solutions. Participates in client calls and meetings with the marketing team or CROs. Coordinates and executes sales campaign when required.
- Partner with CRO to acquire new accounts /AUM and attempt to increase the share of wallets with clients
- Prepares quality and user friendly investment materials to augment CROs’ marketing efforts.
- Execute order for clients on trades advised
- Holds regular investment meetings with CROs and educates them on the latest developments on global financial markets, originate investment ideas and investment themes.
- Interacts and effectively manage relationship with various internal stakeholders and external counterparties. Coaches and supports the frontline effort in exploring business opportunities.
- Keeps the team up-to-date on new market trends and latest development of investment products. Facilitates the implementation of new product ideas in terms of due diligence, operational logistics, documentation and presentation.
- Support in-house Marketing campaign and new product launched by EFGAM
- Complete all mandatory trainings as required by Compliance Department and Continuous professional training(CPT)/ Ongoing professional training (OPT) as required by Professional bodies from time to time.
- Adheres to all applicable legislation, including relevant parts of the HKMA / SFC Code and Guidelines. Adheres to all relevant internal guidelines and procedures.
Main Duties & Responsibilities
- Provides investment ideas to CROs in North Asia and private clients of tagged accounts with an emphasis on asset allocation. Products coverage includes Equities, Fixed Income, FX, Funds, DPM, Alternatives and Structured solutions. Participates in client calls and meetings with the marketing team or CROs. Coordinates and executes sales campaign when required.
- Partner with CRO to acquire new accounts /AUM and attempt to increase the share of wallets with clients
- Prepares quality and user friendly investment materials to augment CROs’ marketing efforts.
- Execute order for clients on trades advised
- Holds regular investment meetings with CROs and educates them on the latest developments on global financial markets, originate investment ideas and investment themes.
- Interacts and effectively manage relationship with various internal stakeholders and external counterparties. Coaches and supports the frontline effort in exploring business opportunities.
- Keeps the team up-to-date on new market trends and latest development of investment products. Facilitates the implementation of new product ideas in terms of due diligence, operational logistics, documentation and presentation.
- Support in-house Marketing campaign and new product launched by EFGAM
- Complete all mandatory trainings as required by Compliance Department and Continuous professional training(CPT)/ Ongoing professional training (OPT) as required by Professional bodies from time to time.
- Adheres to all applicable legislation, including relevant parts of the HKMA / SFC Code and Guidelines. Adheres to all relevant internal guidelines and procedures.
- University degree with professional qualifications such as CFA or CPWP preferred
- Minimum of six years’ experience in investment advisory function of PB or minimum of ten years’ experience in product advisory function cross asset classes
- Proficiency in English, Mandarin, and Cantonese
- Demonstration of market knowledge and advisory skills
- Diversified product knowledge for multiple asset classes within a portfolio context
- Strong self-motivation with good communication and interpersonal skills
- Strong mind-set of risk management
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Finance and Sales
- Industries Banking
Referrals increase your chances of interviewing at EFG International by 2x
Sign in to set job alerts for “Investment Advisor” roles.Continue with Google Continue with Google
Continue with Google Continue with Google
Investment Counsellor - Private Banking Department Alternative Investment Specialist - Alts. Investment FirmCentral & Western District, Hong Kong SAR
HK$1,200,000.00
-
HK$1,800,000.00
3 days ago
Central & Western District, Hong Kong SAR 1 week ago
Deputy Manager, Investment Consultant, Private Banking Wealth Manager / Financial Planner / High Net-Worth Advisor (Graduate Program) Wealth Management Trainee / Financial Consultant Senior Manager, Private Asset (Investment)Kowloon City District, Hong Kong SAR 1 week ago
Debt Securities Investment & Trading Professional Assistant Manager – Investment Operations Senior Investment Analyst / Assistant Manager | Capital Markets & Investment ServicesWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr