157 Investment Advisor jobs in Hong Kong

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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 .

Join to apply for the Senior Investment Advisor (HK) role at Hang Seng Bank

2 days ago Be among the first 25 applicants

Join to apply for the Senior Investment Advisor (HK) role at Hang Seng Bank

Get AI-powered advice on this job and more exclusive features.

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.

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 Wealth and Personal Banking 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 FX research, generate investment strategies and portfolio ideas
• Prepare market commentaries, market update presentations, and provide advisory services for Wealth and Personal Banking
• Participate in Wealth and Personal Banking 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
  
  
  

• 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
• 5-10 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
  
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales
• Industries Banking

Referrals increase your chances of interviewing at Hang Seng Bank by 2x

Wan Chai District, Hong Kong SAR 2 weeks ago

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

Join to apply for the Senior Investment Advisor (HK) role at Hang Seng Bank

2 days ago Be among the first 25 applicants

Join to apply for the Senior Investment Advisor (HK) role at Hang Seng Bank

Get AI-powered advice on this job and more exclusive features.

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.

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 Wealth and Personal Banking 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 FX research, generate investment strategies and portfolio ideas
• Prepare market commentaries, market update presentations, and provide advisory services for Wealth and Personal Banking
• Participate in Wealth and Personal Banking 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
  

• 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
• 5-10 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
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales
• Industries Banking

Referrals increase your chances of interviewing at Hang Seng Bank by 2x

Wan Chai District, Hong Kong SAR 2 weeks ago

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

Direct message the job poster from Agricultural Bank of China

Responsibilities

• Develop tailored investment strategies based on client goals, risk tolerance, and market conditions
• Conduct research and analysis on potential investment opportunities and market trends
• Conduct market analysis briefing for relationship managers & clients
• Maintain and update client portfolios, ensuring alignment with investment strategies
• Support client communication through regular updates
• Participate in client meetings, documenting key insights and action items

Requirements

• Degree holder in Finance, Economics or Business (CFA holder is preferred) with 3-5 years of Investment Advisory experience in private banking or retail personal wealth management banking sector, experience in the mainland Chinese market a definite advantage
• Strong analytical skills with an understanding of financial markets and investment principles
• good knowledge in Mutual Fund, Bond & FX markets
• passed in HKSI Licensing Examination Paper 1, 7 & 8 or equivalent
• qualified of PWMA is preferred
• ability to work collaboratively in a team environment while also being self-motivated.
• have strong communication skills and able to work under pressure
• travel to mainland China is required
• good command of English and Chinese, both Putonghua and Cantonese

• Seniority level Associate

• Employment type Full-time

• Job function General Business
• Industries Banking

Referrals increase your chances of interviewing at Agricultural Bank of China by 2x

Wan Chai District, Hong Kong SAR 3 weeks ago

Wan Chai District, Hong Kong SAR 1 week ago

Wan Chai District, Hong Kong SAR 1 week ago

Central & Western District, Hong Kong SAR 2 weeks ago

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

Direct message the job poster from Agricultural Bank of China

Responsibilities

• Develop tailored investment strategies based on client goals, risk tolerance, and market conditions
• Conduct research and analysis on potential investment opportunities and market trends
• Conduct market analysis briefing for relationship managers & clients
• Maintain and update client portfolios, ensuring alignment with investment strategies
• Support client communication through regular updates
• Participate in client meetings, documenting key insights and action items

Requirements

• Degree holder in Finance, Economics or Business (CFA holder is preferred) with 3-5 years of Investment Advisory experience in private banking or retail personal wealth management banking sector, experience in the mainland Chinese market a definite advantage
• Strong analytical skills with an understanding of financial markets and investment principles
• good knowledge in Mutual Fund, Bond & FX markets
• passed in HKSI Licensing Examination Paper 1, 7 & 8 or equivalent
• qualified of PWMA is preferred
• ability to work collaboratively in a team environment while also being self-motivated.
• have strong communication skills and able to work under pressure
• travel to mainland China is required
• good command of English and Chinese, both Putonghua and Cantonese

• Seniority level Associate

• Employment type Full-time

• Job function General Business
• Industries Banking

Referrals increase your chances of interviewing at Agricultural Bank of China by 2x

Wan Chai District, Hong Kong SAR 3 weeks ago

Wan Chai District, Hong Kong SAR 1 week ago

Wan Chai District, Hong Kong SAR 1 week ago

Central & Western District, Hong Kong SAR 2 weeks ago

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2 weeks ago Be among the first 25 applicants

• Conduct product valuation, reconciliation, and cash flow monitoring to ensure effective liquidity management;
• Handle daily trade bookings and perform position reconciliation to maintain accurate records;
• Monitor day-to-day product administration, liaising with relevant parties and vendors to streamline operations.
• Assist in account onboarding processes, including due diligence and preparing necessary documentation.
• Support compliance and risk management initiatives, ensuring adherence to regulations and internal policies.
• Coordinate with third-party service providers to enhance the efficiency of fund operations; and
• Handle additional tasks as required to support operational objectives.
  
  

• Conduct product valuation, reconciliation, and cash flow monitoring to ensure effective liquidity management;
• Handle daily trade bookings and perform position reconciliation to maintain accurate records;
• Monitor day-to-day product administration, liaising with relevant parties and vendors to streamline operations.
• Assist in account onboarding processes, including due diligence and preparing necessary documentation.
• Support compliance and risk management initiatives, ensuring adherence to regulations and internal policies.
• Coordinate with third-party service providers to enhance the efficiency of fund operations; and
• Handle additional tasks as required to support operational objectives.
  
  

• University Degree in Finance, Economics or Business-related subjects;
• At least 2 years solid experience in operations team, preferably within Asset Management or Fund Administrators firms;
• Proficient in Excel, Microsoft VBA macro skill and Bloomberg is preferred;
• Strong analytical skills, multi-tasking and time management;
• Able to work under pressure and independently;
• Good command of written and spoken English and Chinese, proficiency in Putonghua is a must; and
• Immediately available is highly preferred.
  
  

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales

Get notified about new Investment Manager jobs in Sheung Wan, Hong Kong SAR .

Central & Western District, Hong Kong SAR
HK$1,200,000.00
-
HK$1,800,000.00
3 days ago

Shenzhen, Guangdong, China
CN¥9,000.00
-
CN¥18,000.00
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.

Continue with Google Continue with Google

2 weeks ago Be among the first 25 applicants

• Conduct product valuation, reconciliation, and cash flow monitoring to ensure effective liquidity management;
• Handle daily trade bookings and perform position reconciliation to maintain accurate records;
• Monitor day-to-day product administration, liaising with relevant parties and vendors to streamline operations.
• Assist in account onboarding processes, including due diligence and preparing necessary documentation.
• Support compliance and risk management initiatives, ensuring adherence to regulations and internal policies.
• Coordinate with third-party service providers to enhance the efficiency of fund operations; and
• Handle additional tasks as required to support operational objectives.
  

• Conduct product valuation, reconciliation, and cash flow monitoring to ensure effective liquidity management;
• Handle daily trade bookings and perform position reconciliation to maintain accurate records;
• Monitor day-to-day product administration, liaising with relevant parties and vendors to streamline operations.
• Assist in account onboarding processes, including due diligence and preparing necessary documentation.
• Support compliance and risk management initiatives, ensuring adherence to regulations and internal policies.
• Coordinate with third-party service providers to enhance the efficiency of fund operations; and
• Handle additional tasks as required to support operational objectives.
  

• University Degree in Finance, Economics or Business-related subjects;
• At least 2 years solid experience in operations team, preferably within Asset Management or Fund Administrators firms;
• Proficient in Excel, Microsoft VBA macro skill and Bloomberg is preferred;
• Strong analytical skills, multi-tasking and time management;
• Able to work under pressure and independently;
• Good command of written and spoken English and Chinese, proficiency in Putonghua is a must; and
• Immediately available is highly preferred.
  

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales

Get notified about new Investment Manager jobs in Sheung Wan, Hong Kong SAR .

Central & Western District, Hong Kong SAR
HK$1,200,000.00
-
HK$1,800,000.00
3 days ago

Shenzhen, Guangdong, China
CN¥9,000.00
-
CN¥18,000.00
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.