185 Investment Consultant jobs in Hong Kong

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

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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 Investment Consultant/ Investment Consultant, Private Banking role at Bank of China (Hong Kong)

2 days ago Be among the first 25 applicants

Join to apply for the Senior Investment Consultant/ Investment Consultant, Private Banking role at Bank of China (Hong Kong)

Direct message the job poster from Bank of China (Hong Kong)

• Understand customer's asset status, risk tolerance, investment orientation and expected return rate to provide customers with comprehensive, holistic recommendations
• Continue to provide professional and excellent investment advice to key clients of private banking and customer relationship managers, including but not limited to wealth management, estate planning, diversified asset distribution
• Take initiative to provide latest market information to the private banking customers and relationship managers
• Actively assist and coach relationship managers, explore customers’ needs and sales opportunities
• Review customers' assets and portfolios with customer relationship managers on a regular basis
• Obtain quotation and dealing in securities
  
  

• Understand customer's asset status, risk tolerance, investment orientation and expected return rate to provide customers with comprehensive, holistic recommendations
• Continue to provide professional and excellent investment advice to key clients of private banking and customer relationship managers, including but not limited to wealth management, estate planning, diversified asset distribution
• Take initiative to provide latest market information to the private banking customers and relationship managers
• Actively assist and coach relationship managers, explore customers’ needs and sales opportunities
• Review customers' assets and portfolios with customer relationship managers on a regular basis
• Obtain quotation and dealing in securities
  
  

• University degree in Business Administration or related disciplines, with professional qualification such as CFA, CFP or CPWP is an advantage
• Minimum of 5 years' experience in different investment products or private banking
• Strong self-motivation and ability to work independently
• knowledge of various wealth management products and able to recommend various portfolios and products to meet clients' needs
• Good understanding of financial markets and regulations
• Strong communication and presentation skills
• Proficiency in both English, Cantonese and Putonghua
  
  

• Seniority level Not Applicable

• Employment type Full-time

• Job function Finance and Sales
• Industries Banking, Capital Markets, and Financial Services

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Sha Tin District, Hong Kong SAR 52 minutes ago

Sha Tin District, Hong Kong SAR 2 weeks ago

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Join to apply for the Senior Investment Consultant/ Investment Consultant, Private Banking role at Bank of China (Hong Kong)

2 days ago Be among the first 25 applicants

Join to apply for the Senior Investment Consultant/ Investment Consultant, Private Banking role at Bank of China (Hong Kong)

Direct message the job poster from Bank of China (Hong Kong)

• Understand customer's asset status, risk tolerance, investment orientation and expected return rate to provide customers with comprehensive, holistic recommendations
• Continue to provide professional and excellent investment advice to key clients of private banking and customer relationship managers, including but not limited to wealth management, estate planning, diversified asset distribution
• Take initiative to provide latest market information to the private banking customers and relationship managers
• Actively assist and coach relationship managers, explore customers’ needs and sales opportunities
• Review customers' assets and portfolios with customer relationship managers on a regular basis
• Obtain quotation and dealing in securities
  

• Understand customer's asset status, risk tolerance, investment orientation and expected return rate to provide customers with comprehensive, holistic recommendations
• Continue to provide professional and excellent investment advice to key clients of private banking and customer relationship managers, including but not limited to wealth management, estate planning, diversified asset distribution
• Take initiative to provide latest market information to the private banking customers and relationship managers
• Actively assist and coach relationship managers, explore customers’ needs and sales opportunities
• Review customers' assets and portfolios with customer relationship managers on a regular basis
• Obtain quotation and dealing in securities
  

• University degree in Business Administration or related disciplines, with professional qualification such as CFA, CFP or CPWP is an advantage
• Minimum of 5 years' experience in different investment products or private banking
• Strong self-motivation and ability to work independently
• knowledge of various wealth management products and able to recommend various portfolios and products to meet clients' needs
• Good understanding of financial markets and regulations
• Strong communication and presentation skills
• Proficiency in both English, Cantonese and Putonghua
  

• Seniority level Not Applicable

• Employment type Full-time

• Job function Finance and Sales
• Industries Banking, Capital Markets, and Financial Services

Referrals increase your chances of interviewing at Bank of China (Hong Kong) by 2x

Get notified about new Senior Investment Advisor jobs in Hong Kong SAR .

Sha Tin District, Hong Kong SAR 52 minutes ago

Sha Tin District, Hong Kong SAR 2 weeks ago

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Join to apply for the Senior Investment Consultant role at Hang Seng Bank

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2 days ago Be among the first 25 applicants

Join to apply for the Senior Investment Consultant role at Hang Seng Bank

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Job Description

Some careers have more impact than others.

If you’re looking for a role where you can continue to make an impression, take the next step at Hang Seng where your contributions will always be valued.

Retail Distribution – Wealth Sales Distribution

Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With around 260 branches and automated banking centres, including around 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.

Job Description

Some careers have more impact than others.

If you’re looking for a role where you can continue to make an impression, take the next step at Hang Seng where your contributions will always be valued.

Retail Distribution – Wealth Sales Distribution

Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With around 260 branches and automated banking centres, including around 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.

Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management.

We are seeking qualified individuals to join our Wealth Sales Distribution as Senior Investment Consultant.

Principal Responsibilities

• Implement and participate in promotion programs to acquire new and retain existing investment business
• Achieve the sales target by collaborating with Customer Relationship Managers to conduct pre-case study, share sales tactics on FX and structured products and carry out joint-call activities proactively
• Maintain a high standard of customer service and react positively to customer requests
• Support branch sales by sharing sales tactics and providing briefing sessions on investment products
• Conduct tele-prospecting to explore new business opportunities, and provide follow through services to customers, update compliance requirements and provide market updates to sales staff
  
  
  

• University degree in Business Administration or other related disciplines
• Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.
• Pass the Hong Kong Securities Institute Licensing Examination and IIQE and fulfill the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance
• Proven experience in retail banking, with strong knowledge of investment products
• Good customer service orientation, interpersonal and communication skills
• Strong self-motivation and ability to work independently
• Proficiency in both English and Chinese
• Customer centric mindset and able to manage complex interaction effectively
• Shown strong situation awareness, strong desire to learn and able to work in Agile environment
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
  
  
  

• 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

Get notified about new Senior Investment Advisor jobs in Hong Kong, Hong Kong SAR .

Wan Chai District, Hong Kong SAR 1 week 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 Consultant role at Hang Seng Bank

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2 days ago Be among the first 25 applicants

Join to apply for the Senior Investment Consultant role at Hang Seng Bank

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

Continue with Google Continue with Google

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Job Description

Some careers have more impact than others.
If you’re looking for a role where you can continue to make an impression, take the next step at Hang Seng where your contributions will always be valued.

Retail Distribution – Wealth Sales Distribution
Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With around 260 branches and automated banking centres, including around 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.

Job Description
Some careers have more impact than others.
If you’re looking for a role where you can continue to make an impression, take the next step at Hang Seng where your contributions will always be valued.
Retail Distribution – Wealth Sales Distribution
Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With around 260 branches and automated banking centres, including around 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.
Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management.
We are seeking qualified individuals to join our Wealth Sales Distribution as Senior Investment Consultant.
Principal Responsibilities

• Implement and participate in promotion programs to acquire new and retain existing investment business
• Achieve the sales target by collaborating with Customer Relationship Managers to conduct pre-case study, share sales tactics on FX and structured products and carry out joint-call activities proactively
• Maintain a high standard of customer service and react positively to customer requests
• Support branch sales by sharing sales tactics and providing briefing sessions on investment products
• Conduct tele-prospecting to explore new business opportunities, and provide follow through services to customers, update compliance requirements and provide market updates to sales staff
  

• University degree in Business Administration or other related disciplines
• Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.
• Pass the Hong Kong Securities Institute Licensing Examination and IIQE and fulfill the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance
• Proven experience in retail banking, with strong knowledge of investment products
• Good customer service orientation, interpersonal and communication skills
• Strong self-motivation and ability to work independently
• Proficiency in both English and Chinese
• Customer centric mindset and able to manage complex interaction effectively
• Shown strong situation awareness, strong desire to learn and able to work in Agile environment
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
  

• 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

Get notified about new Senior Investment Advisor jobs in Hong Kong, Hong Kong SAR .

Wan Chai District, Hong Kong SAR 1 week ago

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• Coaching for licensed investment sales staff in investment business
• Join call with licensed investment sales staff to facilitate the investment business
• Execute the bank directive in investment business
• Collaborate with investment product team to support the on-going investment sales activity and product launch
• Support Branch Manager on exploring investment strategy from branch portfolio
• Host workshop/clinic for uplift sales skills of individual sales staff
• Enhance the knowhow of sales on AML, compliance and regulatory related items

Requirements

• University degree in Finance, Economics or related disciplines
• 8-10 years banking experience in frontline investment business sales/coaching
• Pass in HKSI and IIQE Licensing Examinations
• Preferably with CRWP, CFA or CFP qualifications
• Strong sales driven, result-oriented with good communication skills
• Proficiency in both written and spoken English, Chinese and Putonghua

• Seniority level Mid-Senior level

• Employment type Full-time

• Industries Banking

Referrals increase your chances of interviewing at OCBC by 2x

Get notified about new Investment Advisor jobs in Hong Kong, Hong Kong SAR .

Central & Western District, Hong Kong SAR 3 weeks 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.

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• Coaching for licensed investment sales staff in investment business
• Join call with licensed investment sales staff to facilitate the investment business
• Execute the bank directive in investment business
• Collaborate with investment product team to support the on-going investment sales activity and product launch
• Support Branch Manager on exploring investment strategy from branch portfolio
• Host workshop/clinic for uplift sales skills of individual sales staff
• Enhance the knowhow of sales on AML, compliance and regulatory related items

Requirements

• University degree in Finance, Economics or related disciplines
• 8-10 years banking experience in frontline investment business sales/coaching
• Pass in HKSI and IIQE Licensing Examinations
• Preferably with CRWP, CFA or CFP qualifications
• Strong sales driven, result-oriented with good communication skills
• Proficiency in both written and spoken English, Chinese and Putonghua

• Seniority level Mid-Senior level

• Employment type Full-time

• Industries Banking

Referrals increase your chances of interviewing at OCBC by 2x

Get notified about new Investment Advisor jobs in Hong Kong, Hong Kong SAR .

Central & Western District, Hong Kong SAR 3 weeks ago

Central & Western District, Hong Kong SAR 2 weeks ago

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Join to apply for the Senior Investment Consultant (Cross-boundary) role at Hang Seng Bank

1 day ago Be among the first 25 applicants

Join to apply for the Senior Investment Consultant (Cross-boundary) 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 role where you can continue to make an impression, take the next step at Hang Seng where your contributions will always be valued.

Retail Distribution – Wealth Sales Distribution

Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With around 260 branches and automated banking centres, including around 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.

Job Description

Some careers have more impact than others.

If you’re looking for a role where you can continue to make an impression, take the next step at Hang Seng where your contributions will always be valued.

Retail Distribution – Wealth Sales Distribution

Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With around 260 branches and automated banking centres, including around 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.

Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management.

We are seeking qualified individuals to join our Wealth Sales Distribution as Senior Investment Consultant (Cross-boundary).

Principal Responsibilities

• Conduct mainlander and offshore customer portfolio analysis to identify cross-selling investment products opportunities
• Implement and participate in promotion programs to acquire new and retain existing investment business
• Achieve the sales target by collaborating with Customer Relationship Managers to conduct pre-case study, share sales tactics on FX and structured products and carry out joint-call activities proactively
• Maintain a high standard of customer service and react positively to customer requests
• Support branch sales by sharing sales tactics and providing briefing sessions on investment products
• Conduct tele-prospecting to explore new business opportunities, and provide follow through services to customers, update compliance requirements and provide market updates to sales staff
  
  
  

• University degree in Business Administration or other related disciplines
• Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.
• Pass the Hong Kong Securities Institute Licensing Examination and IIQE and fulfill the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance
• Proven experience in retail banking, with strong knowledge of investment products
• Good customer service orientation, interpersonal and communication skills
• Strong self-motivation and ability to work independently
• Proficiency in both English and Chinese
• Customer centric mindset and able to manage complex interaction effectively
• Shown strong situation awareness, strong desire to learn and able to work in Agile environment
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
  
  
  

• 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 3 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 Consultant (Cross-boundary) role at Hang Seng Bank

1 day ago Be among the first 25 applicants

Join to apply for the Senior Investment Consultant (Cross-boundary) 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 role where you can continue to make an impression, take the next step at Hang Seng where your contributions will always be valued.

Retail Distribution – Wealth Sales Distribution
Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With around 260 branches and automated banking centres, including around 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.

Job Description
Some careers have more impact than others.
If you’re looking for a role where you can continue to make an impression, take the next step at Hang Seng where your contributions will always be valued.
Retail Distribution – Wealth Sales Distribution
Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With around 260 branches and automated banking centres, including around 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.
Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management.
We are seeking qualified individuals to join our Wealth Sales Distribution as Senior Investment Consultant (Cross-boundary).
Principal Responsibilities

• Conduct mainlander and offshore customer portfolio analysis to identify cross-selling investment products opportunities
• Implement and participate in promotion programs to acquire new and retain existing investment business
• Achieve the sales target by collaborating with Customer Relationship Managers to conduct pre-case study, share sales tactics on FX and structured products and carry out joint-call activities proactively
• Maintain a high standard of customer service and react positively to customer requests
• Support branch sales by sharing sales tactics and providing briefing sessions on investment products
• Conduct tele-prospecting to explore new business opportunities, and provide follow through services to customers, update compliance requirements and provide market updates to sales staff
  

• University degree in Business Administration or other related disciplines
• Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.
• Pass the Hong Kong Securities Institute Licensing Examination and IIQE and fulfill the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance
• Proven experience in retail banking, with strong knowledge of investment products
• Good customer service orientation, interpersonal and communication skills
• Strong self-motivation and ability to work independently
• Proficiency in both English and Chinese
• Customer centric mindset and able to manage complex interaction effectively
• Shown strong situation awareness, strong desire to learn and able to work in Agile environment
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
  

• 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 3 weeks ago

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