255 Investment Intern jobs in Hong Kong
Frontend Developer investment banking
Posted 3 days ago
Job Viewed
Job Description
1 day ago Be among the first 25 applicants
We are looking for a Front-End Developer with expertise in Angular and secondary skills in C# to join our client’s team. In this role, you will support the development and modernization of their Equity Market Access platform , focusing on building responsive, scalable front-end applications and contributing to back-end refactoring. Your work will directly enhance the performance, reliability, and user experience of their equity trading systems.
Key Responsibilities
- Front-End Development: Design and develop responsive web applications using Angular , ensuring a seamless user experience for equity market access.
- Back-End Collaboration: Assist in back-end refactoring and integration tasks using C# , contributing to a robust and efficient system architecture.
- Cross-Functional Teamwork: Work closely with trading and technology teams to gather requirements, implement solutions, and enhance the equity market access layer.
- Cloud & Scalability: Leverage cloud platforms (AWS, Azure, or GCP) to build scalable, secure, and high-performance applications.
- Full SDLC Participation: Engage in the full software development lifecycle—design, coding, testing, deployment, and support—while adhering to best practices.
- Troubleshooting & Optimization: Identify, troubleshoot, and resolve technical issues to ensure system reliability and performance.
- Continuous Improvement: Participate in code reviews, promote best practices, and drive continuous improvement initiatives.
Qualifications & Skills
- Education: Bachelor’s degree in Computer Science, Engineering, or a related field .
- Proven experience in front-end development with Angular .
- Good working knowledge of C# for back-end integration and refactoring.
- Strong understanding of cloud platforms (AWS, Azure, or GCP) .
- Familiarity with CI/CD pipelines, Git, and Agile methodologies .
- Domain Knowledge: Experience in capital markets or equity trading platforms is mandatory
- Seniority level Not Applicable
- Employment type Full-time
- Job function Information Technology
- Industries IT Services and IT Consulting and Investment Banking
Referrals increase your chances of interviewing at Newtone consulting by 2x
Get notified about new Frontend Developer jobs in Hong Kong, Hong Kong SAR .
Graduate Hire 2024/25 - Software Engineer(Backend, Frontend, Mobile) Frontend Developer - Global Trading Firm - Hong Kong Application Engineer - Full Stack/ Frontend/ Backend (4-10 years)We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrFrontend Developer investment banking
Posted 3 days ago
Job Viewed
Job Description
1 day ago Be among the first 25 applicants
We are looking for a Front-End Developer with expertise in Angular and secondary skills in C# to join our client’s team. In this role, you will support the development and modernization of their Equity Market Access platform , focusing on building responsive, scalable front-end applications and contributing to back-end refactoring. Your work will directly enhance the performance, reliability, and user experience of their equity trading systems.
Key Responsibilities
- Front-End Development: Design and develop responsive web applications using Angular , ensuring a seamless user experience for equity market access.
- Back-End Collaboration: Assist in back-end refactoring and integration tasks using C# , contributing to a robust and efficient system architecture.
- Cross-Functional Teamwork: Work closely with trading and technology teams to gather requirements, implement solutions, and enhance the equity market access layer.
- Cloud & Scalability: Leverage cloud platforms (AWS, Azure, or GCP) to build scalable, secure, and high-performance applications.
- Full SDLC Participation: Engage in the full software development lifecycle—design, coding, testing, deployment, and support—while adhering to best practices.
- Troubleshooting & Optimization: Identify, troubleshoot, and resolve technical issues to ensure system reliability and performance.
- Continuous Improvement: Participate in code reviews, promote best practices, and drive continuous improvement initiatives.
Qualifications & Skills
- Education: Bachelor’s degree in Computer Science, Engineering, or a related field .
- Proven experience in front-end development with Angular .
- Good working knowledge of C# for back-end integration and refactoring.
- Strong understanding of cloud platforms (AWS, Azure, or GCP) .
- Familiarity with CI/CD pipelines, Git, and Agile methodologies .
- Domain Knowledge: Experience in capital markets or equity trading platforms is mandatory
- Seniority level Not Applicable
- Employment type Full-time
- Job function Information Technology
- Industries IT Services and IT Consulting and Investment Banking
Referrals increase your chances of interviewing at Newtone consulting by 2x
Get notified about new Frontend Developer jobs in Hong Kong, Hong Kong SAR .
Graduate Hire 2024/25 - Software Engineer(Backend, Frontend, Mobile) Frontend Developer - Global Trading Firm - Hong Kong Application Engineer - Full Stack/ Frontend/ Backend (4-10 years)We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrAssociate / Senior Analyst - Investment Banking
Posted 10 days ago
Job Viewed
Job Description
Join to apply for the Associate / Senior Analyst - Investment Banking role at Eddid Financial
Associate / Senior Analyst - Investment BankingJoin to apply for the Associate / Senior Analyst - Investment Banking role at Eddid Financial
Get AI-powered advice on this job and more exclusive features.
Eddid Financial, based in Hong Kong, is a comprehensive financial group focused on fintech and advanced AI technologies. Our diverse services span retail and institutional sectors, including fintech, internet finance, wealth management, asset management, investment banking, and virtual assets. We are committed to providing one-stop financial solutions through high-quality investment products.
Members of the group hold various licenses, including SFC licenses for regulated activities (types 1, 2, 3, 4, 5, 6, and 9) and Insurance Broker Company license in Hong Kong. Our subsidiary, Eddid Securities USA Inc., is registered with the SEC and CFTC and holds memberships with FINRA and NFA, enhancing our global reach.
With a view to catching up with our rapid expansion, we are sincerely hiring talents to join our Group as
Located at the heart of the Financial Center, the Headquarter of Eddid Financial is in Hong Kong that has been developed as a renowned Financial Services Group since 2015. The businesses of the Group cover the active financial trading areas, such as SE Asia, Europe and North America.
Our subsidiaries are holding different trading licenses both in HK and US, including but not limited to SFC licenses, #1,2,3,4,5,6 & 9. Also, we are possessing the memberships of SEC,NFA, HK Creditor, Securities & Futures Broker, and Insurance Brokerage.
With a view to catching up with our rapid expansion, we are sincerely hiring talents to join our Group.
Key Elements Of The Job
Supporting the investment banking team in day-to-day work regarding pitching and transaction execution.
Key Task Including
- Leading and coordinating on IBD project execution
- Assist in marketing and project origination
- Process IBD and internal relevant documentations
- Due diligence and financial analysis
- Preparation of marketing material and internal documentation
- Assist in project execution for both corporate finance and GCM transactions
- Handle ad hoc tasks from time to time
- Degree holder in Accounting, Finance, Statistics academic or para-legal related background
- Preferable Professional qualification of CPA or CFA
- Preferable working experience with ECM or Corporate Finance experience.
- Holder of SFC licenses is optional
- Experience in project execution and good command of documentation
- Proficiency in English ,Mandarin and/ or Cantonese - writing and conversation
- Sensitive to numbers and ability to understand financial statement
- Good Team player
All information provided will be treated in strict confidence and used solely for recruitment purposes. Seniority level
- Seniority level Entry level
- Employment type Other
- Job function Finance
Referrals increase your chances of interviewing at Eddid Financial by 2x
Sign in to set job alerts for “Senior Financial Analyst” roles. Senior Finance Manager, Finance, HongKong Senior Manager / Manager – Corporate Finance – M&A – Deals – Hong KongWan Chai District, Hong Kong SAR 1 day ago
MNC Investment - Senior Finance Manager (Real Assets)- HK$60K - 85K base + bonus (MKT-On-site) Finance Manager - Hong Kong, Hong Kong SARNew Territories, Hong Kong SAR 1 week ago
Senior Finance Manager (Asset Management) Analyst/ Consultant/ Senior Consultant - Finance Transformation - Hong Kong(314053) Senior Finance Manager - Financial Planning & Analysis (BANKING) Finance Manager (Chinese Securities Firm) Treasury Analyst / Senior Treasury Analyst - Finance Department (HK)(314553) Finance Senior Manager/Associate Director Finance Manager, Data & Process AutomationEastern District, Hong Kong SAR 1 day ago
(Assistant) Finance Manager | Rotation Program | Listco Finance Manager - Leading ibank (up to 60k per month) Business Analyst Finance Transformation (Top-tier Investment Bank) Business/Finance Planning Analyst (12months contract)We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrAssociate, Quality Control, Investment Banking
Posted 10 days ago
Job Viewed
Job Description
Join to apply for the Associate, Quality Control, Investment Banking role at CLSA
Associate, Quality Control, Investment Banking1 day ago Be among the first 25 applicants
Join to apply for the Associate, Quality Control, Investment Banking role at CLSA
Get AI-powered advice on this job and more exclusive features.
The Quality Control (International) team (“QC”) of the Investment Banking Department reports to the Global Head of Quality Control and the Head of Investment Banking Department (International). QC provides technical support and assist in effectively monitoring and controlling business risks of the Investment Banking Department. You will be responsible for improving the execution quality of Hong Kong and overseas investment banking business by conducting independent review of various transaction documents and due diligence.
Key Areas of Responsibilities
- Reviewing, maintaining and improving internal quality control policy and framework, transaction approval process and the relevant IT system.
- Reviewing due diligence performed by deal teams and the underlying due diligence record.
- Reviewing and approving various transaction documents.
- Assessing the regulatory and business risk of investment banking transactions, and reporting to senior management where necessary.
- Organizing and participating in internal committee meetings which consider the acceptance and launch of investment banking transactions.
- Conducting research, internal statistics and other ad-hoc tasks as required from time to time.
Requirements
- Bachelor’s degree or above.
- At least 5 years’ relevant working experience in global investment banks, law firms or big four audit firms with knowledge of various financial products and regulations of the capital markets and securities companies in Hong Kong and overseas.
- Experience in overseas capital markets is a plus.
- Good communication and coordination skills, with excellent team spirit, conscientious and meticulous, strong sense of responsibility and stress tolerance.
- Good command of spoken and written English and Mandarin, using English and Mandarin as working language.
- Seniority level Associate
- Employment type Full-time
- Job function Finance
Referrals increase your chances of interviewing at CLSA by 2x
Get notified about new Quality Control Associate jobs in Hong Kong, Hong Kong SAR .
KYC Quality Control Analyst - Fresh Graduate is welcomed (MJ005699) Associate - KYC/CDD Quality Assurance Operations & SME (MJ005703) Laboratory Support Technician (Lab Administrative) Tax - Tax Technology and Transformation (Financial Services) - Senior Associate Tax - Tax Technology and Transformation (Financial Services) - Senior Manager - Hong Kong Senior Director / Director | Valuation & Advisory ServicesWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrApplication Support Engineer (Investment Banking)
Posted 10 days ago
Job Viewed
Job Description
2 days ago Be among the first 25 applicants
Keyrus is an international consulting firm, specializing in the integration of data intelligence and Digital solutions. With over 3,500 employees spread across 25 countries, Keyrus continues to deliver on such projects to a wide range of clients from various industries including but not limited to Banking/Finance, Healthcare/pharmaceuticals, FMCG, Oil & Gas, and more.
As part of Keyrus’ solution delivery, we are also in a position to recruit and place technical consultants to complement on existing client projects with their expertise. As such, we seek innovative and agile people to support ambitious and forthcoming technological challenges.
We are seeking a strong Application Support in Hong Kong to join and support our client's Prime Services Production Support team, providing global application support in a fast-paced, trade floor environment. This role involves close collaboration with front office, developers, business analysts, and infrastructure teams.
Responsibilities
- Operational Excellence: Ensure stability of front-office applications by handling daily operations, enhancing monitoring tools, automating tasks, and conducting system checks with global teams.
- Stakeholder Engagement: Work closely with trading desk heads and technology managers to align on priorities and solutions.
- Service Implementation: Support rollout and maintenance of new services; plan and execute production changes to minimize risks.
- Incident Management: Serve as first contact for incidents, lead resolution efforts, manage communications, conduct reviews, and document known issues and workarounds.
- Global Collaboration: Coordinate with global teams under a 'follow the sun' model, participate in disaster recovery drills, and support on-call rotation.
Requirements:
- 4+ years of experience in investment banking applications
- Experienced with Java, Kafka, Python, and Kubernetes
- Strong knowledge of ITIL Service Management
- Proficient in SQL and Shell scripting
- Hands-on with UNIX/Linux and Windows platforms
- Familiar with Autosys, ITRS Geneos, and Dynatrace
- Knowledge of Agile methodology
- Seniority level Executive
- Employment type Full-time
- Job function Information Technology
- Industries Information Technology & Services and Banking
Referrals increase your chances of interviewing at Keyrus by 2x
Get notified about new Application Support Engineer jobs in Hong Kong, Hong Kong SAR .
Trading Application Support Engineer - Proprietary Trading (Hong Kong) Finance Application Production Support – Leading Financial InstitutionWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrAssociate, Quality Control, Investment Banking
Posted today
Job Viewed
Job Description
Join to apply for the Associate, Quality Control, Investment Banking role at CLSA
Associate, Quality Control, Investment Banking1 day ago Be among the first 25 applicants
Join to apply for the Associate, Quality Control, Investment Banking role at CLSA
Get AI-powered advice on this job and more exclusive features.
The Quality Control (International) team (“QC”) of the Investment Banking Department reports to the Global Head of Quality Control and the Head of Investment Banking Department (International). QC provides technical support and assist in effectively monitoring and controlling business risks of the Investment Banking Department. You will be responsible for improving the execution quality of Hong Kong and overseas investment banking business by conducting independent review of various transaction documents and due diligence.
Key Areas of Responsibilities
- Reviewing, maintaining and improving internal quality control policy and framework, transaction approval process and the relevant IT system.
- Reviewing due diligence performed by deal teams and the underlying due diligence record.
- Reviewing and approving various transaction documents.
- Assessing the regulatory and business risk of investment banking transactions, and reporting to senior management where necessary.
- Organizing and participating in internal committee meetings which consider the acceptance and launch of investment banking transactions.
- Conducting research, internal statistics and other ad-hoc tasks as required from time to time.
Requirements
- Bachelor’s degree or above.
- At least 5 years’ relevant working experience in global investment banks, law firms or big four audit firms with knowledge of various financial products and regulations of the capital markets and securities companies in Hong Kong and overseas.
- Experience in overseas capital markets is a plus.
- Good communication and coordination skills, with excellent team spirit, conscientious and meticulous, strong sense of responsibility and stress tolerance.
- Good command of spoken and written English and Mandarin, using English and Mandarin as working language.
- Seniority level Associate
- Employment type Full-time
- Job function Finance
Referrals increase your chances of interviewing at CLSA by 2x
Get notified about new Quality Control Associate jobs in Hong Kong, Hong Kong SAR .
KYC Quality Control Analyst - Fresh Graduate is welcomed (MJ005699) Associate - KYC/CDD Quality Assurance Operations & SME (MJ005703) Laboratory Support Technician (Lab Administrative) Tax - Tax Technology and Transformation (Financial Services) - Senior Associate Tax - Tax Technology and Transformation (Financial Services) - Senior Manager - Hong Kong Senior Director / Director | Valuation & Advisory ServicesWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrApplication Support Engineer (Investment Banking)
Posted 3 days ago
Job Viewed
Job Description
2 days ago Be among the first 25 applicants
Keyrus is an international consulting firm, specializing in the integration of data intelligence and Digital solutions. With over 3,500 employees spread across 25 countries, Keyrus continues to deliver on such projects to a wide range of clients from various industries including but not limited to Banking/Finance, Healthcare/pharmaceuticals, FMCG, Oil & Gas, and more.
As part of Keyrus’ solution delivery, we are also in a position to recruit and place technical consultants to complement on existing client projects with their expertise. As such, we seek innovative and agile people to support ambitious and forthcoming technological challenges.
We are seeking a strong Application Support in Hong Kong to join and support our client's Prime Services Production Support team, providing global application support in a fast-paced, trade floor environment. This role involves close collaboration with front office, developers, business analysts, and infrastructure teams.
Responsibilities
- Operational Excellence: Ensure stability of front-office applications by handling daily operations, enhancing monitoring tools, automating tasks, and conducting system checks with global teams.
- Stakeholder Engagement: Work closely with trading desk heads and technology managers to align on priorities and solutions.
- Service Implementation: Support rollout and maintenance of new services; plan and execute production changes to minimize risks.
- Incident Management: Serve as first contact for incidents, lead resolution efforts, manage communications, conduct reviews, and document known issues and workarounds.
- Global Collaboration: Coordinate with global teams under a 'follow the sun' model, participate in disaster recovery drills, and support on-call rotation.
Requirements:
- 4+ years of experience in investment banking applications
- Experienced with Java, Kafka, Python, and Kubernetes
- Strong knowledge of ITIL Service Management
- Proficient in SQL and Shell scripting
- Hands-on with UNIX/Linux and Windows platforms
- Familiar with Autosys, ITRS Geneos, and Dynatrace
- Knowledge of Agile methodology
- Seniority level Executive
- Employment type Full-time
- Job function Information Technology
- Industries Information Technology & Services and Banking
Referrals increase your chances of interviewing at Keyrus by 2x
Get notified about new Application Support Engineer jobs in Hong Kong, Hong Kong SAR .
Trading Application Support Engineer - Proprietary Trading (Hong Kong) Finance Application Production Support – Leading Financial InstitutionWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrBe The First To Know
About the latest Investment intern Jobs in Hong Kong !
Associate / Senior Analyst - Investment Banking
Posted 11 days ago
Job Viewed
Job Description
Join to apply for the Associate / Senior Analyst - Investment Banking role at Eddid Financial
Associate / Senior Analyst - Investment BankingJoin to apply for the Associate / Senior Analyst - Investment Banking role at Eddid Financial
Get AI-powered advice on this job and more exclusive features.
Eddid Financial, based in Hong Kong, is a comprehensive financial group focused on fintech and advanced AI technologies. Our diverse services span retail and institutional sectors, including fintech, internet finance, wealth management, asset management, investment banking, and virtual assets. We are committed to providing one-stop financial solutions through high-quality investment products.
Members of the group hold various licenses, including SFC licenses for regulated activities (types 1, 2, 3, 4, 5, 6, and 9) and Insurance Broker Company license in Hong Kong. Our subsidiary, Eddid Securities USA Inc., is registered with the SEC and CFTC and holds memberships with FINRA and NFA, enhancing our global reach.
With a view to catching up with our rapid expansion, we are sincerely hiring talents to join our Group as
Located at the heart of the Financial Center, the Headquarter of Eddid Financial is in Hong Kong that has been developed as a renowned Financial Services Group since 2015. The businesses of the Group cover the active financial trading areas, such as SE Asia, Europe and North America.
Our subsidiaries are holding different trading licenses both in HK and US, including but not limited to SFC licenses, #1,2,3,4,5,6 & 9. Also, we are possessing the memberships of SEC,NFA, HK Creditor, Securities & Futures Broker, and Insurance Brokerage.
With a view to catching up with our rapid expansion, we are sincerely hiring talents to join our Group.
Key Elements Of The Job
Supporting the investment banking team in day-to-day work regarding pitching and transaction execution.
Key Task Including
- Leading and coordinating on IBD project execution
- Assist in marketing and project origination
- Process IBD and internal relevant documentations
- Due diligence and financial analysis
- Preparation of marketing material and internal documentation
- Assist in project execution for both corporate finance and GCM transactions
- Handle ad hoc tasks from time to time
- Degree holder in Accounting, Finance, Statistics academic or para-legal related background
- Preferable Professional qualification of CPA or CFA
- Preferable working experience with ECM or Corporate Finance experience.
- Holder of SFC licenses is optional
- Experience in project execution and good command of documentation
- Proficiency in English ,Mandarin and/ or Cantonese - writing and conversation
- Sensitive to numbers and ability to understand financial statement
- Good Team player
All information provided will be treated in strict confidence and used solely for recruitment purposes. Seniority level
- Seniority level Entry level
- Employment type Other
- Job function Finance
Referrals increase your chances of interviewing at Eddid Financial by 2x
Sign in to set job alerts for “Senior Financial Analyst” roles. Senior Finance Manager, Finance, HongKong Senior Manager / Manager – Corporate Finance – M&A – Deals – Hong KongWan Chai District, Hong Kong SAR 1 day ago
MNC Investment - Senior Finance Manager (Real Assets)- HK$60K - 85K base + bonus (MKT-On-site) Finance Manager - Hong Kong, Hong Kong SARNew Territories, Hong Kong SAR 1 week ago
Senior Finance Manager (Asset Management) Analyst/ Consultant/ Senior Consultant - Finance Transformation - Hong Kong(314053) Senior Finance Manager - Financial Planning & Analysis (BANKING) Finance Manager (Chinese Securities Firm) Treasury Analyst / Senior Treasury Analyst - Finance Department (HK)(314553) Finance Senior Manager/Associate Director Finance Manager, Data & Process AutomationEastern District, Hong Kong SAR 1 day ago
(Assistant) Finance Manager | Rotation Program | Listco Finance Manager - Leading ibank (up to 60k per month) Business Analyst Finance Transformation (Top-tier Investment Bank) Business/Finance Planning Analyst (12months contract)We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrSenior Investment Consultant/ Investment Consultant, Private Banking
Posted 10 days ago
Job Viewed
Job Description
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
- 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 .
Investment Counselor Sr. Lead SVP - Citi Private Bank Private Bank - Discretionary Portfolio Manager Sales - VP Deputy Executive Manager, Business Portfolio Management and StrategySha Tin District, Hong Kong SAR 52 minutes ago
Senior Manager, Business Controls & Projects, Wealth Management Senior Manager, Commercial Execution - International Wealth and Premier BankingSha Tin District, Hong Kong SAR 2 weeks ago
Senior Wealth Management Advisor (Insurance Specialist) RBDWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrSenior Investment Consultant/ Investment Consultant, Private Banking
Posted 3 days ago
Job Viewed
Job Description
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
- 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 .
Investment Counselor Sr. Lead SVP - Citi Private Bank Private Bank - Discretionary Portfolio Manager Sales - VP Deputy Executive Manager, Business Portfolio Management and StrategySha Tin District, Hong Kong SAR 52 minutes ago
Senior Manager, Business Controls & Projects, Wealth Management Senior Manager, Commercial Execution - International Wealth and Premier BankingSha Tin District, Hong Kong SAR 2 weeks ago
Senior Wealth Management Advisor (Insurance Specialist) RBDWe’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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