15 Temporary Counselor jobs in Hong Kong

Direct message the job poster from NTK Academic Group

Human Resources Manager at NTK Academic Group

Job Responsibilities:

• Provide college and boarding school admission consultation sessions to students and parents;
• Deliver quality teaching to students according to their educational needs and abilities
• Assist the Head of Education Consulting in delivering consulting services which includes, but is not limited to, presenting at regular seminars, creating tailor-made plans for University applications, conducting private consultations and Q&A sessions
• Conduct research on admissions requirements and application procedures of US colleges and boarding schools, and develop courses to fit the needs of students;
• Understand the relevant changes to each of the curricula and standardized tests;
• Recruit students and manage parent relations;
• Provide feedback on improvements based on deliverables received and comments from clients;
• Assist in preparing yearly development plans for the department.
• Bachelor’s degree or above from a top tier university;
• Sound knowledge and experience in international admission requirements and processes;
• Passion in academia and services;
• Eager to help students succeed in their educational goals;
• Excellent communication/interpersonal skills in both speaking and writing;
• Understand the seasonal demands of an academic calendar;
• Strong organization skills and able to work both independently and as a team;
• Able to work under pressure and tight deadlines.

What We Offer

• 5-day work week in a vibrant and multicultural work environment
• Comprehensive training and professional development programme
• Career advancement opportunities in a market leading organisation
• Unique opportunity to work under an expanding brand with more than 25 years of legacy
• Medical benefits (in-patient and dental, including spouse and dependents) and life insurance
• Monthly wellness sponsorship for leisure activities
• Competitive remuneration package with allowance and incentive schemes

Note: Shortlisted applicants will be invited to interview by HR staff and interview details will be confirmed by email.

Seniority level

• Seniority level Associate

Employment type

• Employment type Full-time

Job function

• Job function Education and Training
• Industries Education Administration Programs

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Sign in to set job alerts for “Educational Counselor” roles.

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Direct message the job poster from NTK Academic Group

Human Resources Manager at NTK Academic Group

Job Responsibilities:

• Provide college and boarding school admission consultation sessions to students and parents;
• Deliver quality teaching to students according to their educational needs and abilities
• Assist the Head of Education Consulting in delivering consulting services which includes, but is not limited to, presenting at regular seminars, creating tailor-made plans for University applications, conducting private consultations and Q&A sessions
• Conduct research on admissions requirements and application procedures of US colleges and boarding schools, and develop courses to fit the needs of students;
• Understand the relevant changes to each of the curricula and standardized tests;
• Recruit students and manage parent relations;
• Provide feedback on improvements based on deliverables received and comments from clients;
• Assist in preparing yearly development plans for the department.
• Bachelor’s degree or above from a top tier university;
• Sound knowledge and experience in international admission requirements and processes;
• Passion in academia and services;
• Eager to help students succeed in their educational goals;
• Excellent communication/interpersonal skills in both speaking and writing;
• Understand the seasonal demands of an academic calendar;
• Strong organization skills and able to work both independently and as a team;
• Able to work under pressure and tight deadlines.

What We Offer

• 5-day work week in a vibrant and multicultural work environment
• Comprehensive training and professional development programme
• Career advancement opportunities in a market leading organisation
• Unique opportunity to work under an expanding brand with more than 25 years of legacy
• Medical benefits (in-patient and dental, including spouse and dependents) and life insurance
• Monthly wellness sponsorship for leisure activities
• Competitive remuneration package with allowance and incentive schemes

Note: Shortlisted applicants will be invited to interview by HR staff and interview details will be confirmed by email.

Seniority level

• Seniority level Associate

Employment type

• Employment type Full-time

Job function

• Job function Education and Training
• Industries Education Administration Programs

Referrals increase your chances of interviewing at NTK Academic Group by 2x

Sign in to set job alerts for “Educational Counselor” roles.

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Join to apply for the Guidance Counselor role at CAIS - Christian Alliance International School

3 days ago Be among the first 25 applicants

Join to apply for the Guidance Counselor role at CAIS - Christian Alliance International School

Christian Alliance International School (CAIS), a non-profit making school wholly owned by the Kowloon Tong Church of the Chinese Christian and Missionary Alliance, invites applications for the position of Guidance Counselor.
Duties and Responsibilities
The Guidance Counselor will work under the direct supervision of the department head and be responsible for planning and delivering a comprehensive developmental guidance and counselling program. The following duties and responsibilities are typical but not exhaustive: Guidance and Counselling

• Develop school-wide guidance curriculum
• Plan and deliver individual and group guidance / counselling
• Provide reasonable emergency support outside of school hours
  

Program Administration and Coordination

• Collaborate with Senior Leaders and teachers in planning, implementing, promoting and evaluating the program
• Employ/Refer appropriate assessment and screening tools
  

Consultation

• Consult with staff and parents in planning appropriate services for students
• Provide professional advice to students and parents and professional development where needed
  

Referral

• Assist students and their families in receiving appropriate assistance from other programs and services within and outside of the school
  

Qualifications And Experience
Education and Training

• Bachelor of Social Work or Counselling / Guidance Counselling
• Master's degree in social work or school guidance strongly preferred with experience in a school setting working with students
• Registered social worker, licensed school counsellor, or certified International School Counselor
  

Experience

• Dedicated experience or practicum experience in school guidance and counselling
  

Knowledge

• A working knowledge of counseling theories and approaches for working with children
• Knowledgeable about multi-disciplinary teams in schools
  

Competencies

• Ability to communicate effectively with students, parents, and staff members
• Ability to communicate effectively in both English and Chinese preferred
• Competency in written and spoken English required
  

Professional Development

• Remain current in research and development of guidance and counsellingpractices
  

Effective Date of Employment
The starting date for this appointment is mid-August 2025. Initial contract is normally 2 years in duration. Renewable 2-year contracts are offered subject to mutual agreement.
Application Details
Refer to the detailed Employment Process (Non-Teaching Positions) on this website. Please quote the reference number of the post in your application. We thank applicants for their interest in the position. Review of application is on on-going basis until the position is filled and the School reserves the right not to fill the posts advertised. Applicants not contacted within 12 weeks may consider their application unsuccessful. All personal data submitted will be used for recruitment purposes only and all related information will be kept for up to 24 months.
View All Open Positions Seniority level

• Seniority level Entry level

Employment type

• Employment type Full-time

Job function

• Job function Education and Training
• Industries Primary and Secondary Education

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Join to apply for the Investment Counselor, Hong Kong role at Citi

Join to apply for the Investment Counselor, Hong Kong role at Citi

The Investment Counselor Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Accountable for significant direct business results or authoritative advice regarding the operations of the business. Necessitates a degree of responsibility over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work within the team/project.The Private Bank at Citi (CPB) is part of the Institutional Clients Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet the individual, family and business needs of over 10,000 ultra-high net worth clients around the world. The Private Bank is focused on clients with a minimum net worth of $25mm and serves 40% of the world’s billionaires and their families.

Responsibilities:

• Investment Counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients.They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners.
• An individual in this role will be expected to:
• Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team)
• Leverage existing client relationships, local network and investment experience to introduce new ultra-high net worth clients to Citi Private Bank.
• Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions.
• Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.
• Work across currencies, asset classes, markets and jurisdictions
• Engage and advise clients on brokerage activity and execute trades seamlessly.
• Actively look for cross sell opportunities in others areas of the bank, in particular lending, trust and institutional markets solutions, etc.
• Partner with Bankers to prospect for new investment business
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
  
  

Qualifications:

• 10+ years of experience
• Robust experience in providing investment advice and solutions.
• FA, MBA degree or other advanced degree a plus.
• Requires complex judgments and solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretive thinking will be required.
• US Only: S7, S63 (or S66) and S3; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
  
  

Education:

• Bachelor's/University degree, Master's degree preferred
  
  

---

Job Family Group:

Private Client Product Services

---

Job Family:

Investment Counselor

---

Time Type:

Full time

---

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.

Seniority level

• Seniority level Not Applicable

Employment type

• Employment type Full-time

Job function

• Job function Finance and Sales
• Industries Banking, Financial Services, and Investment Banking

Referrals increase your chances of interviewing at Citi by 2x

Sign in to set job alerts for “Investment Advisor” roles. Alternative Investment Specialist - Alts. Investment Firm

Central & Western District, Hong Kong SAR HK$,200,000.00-HK 1,800,000.00 4 days ago

Investment Counsellor Analyst - Global Private Banking Investment Analyst (Crypto & Blockchain Only) Commercial & Investment Bank Events - Analyst

Shenzhen, Guangdong, China CN¥10,000.00-CN¥15,000.00 1 year ago

Deputy Manager, Investment Consultant, Private Banking Debt Securities Investment & Trading Professional 2025 Commercial & Investment Bank - Markets Program - Inside the Industry Case Challenge - Hong Kong Investment Counsellor - Global Private Banking

Kowloon City District, Hong Kong SAR 1 week ago

Investment Counsellor Associate - Global Private Banking 2025 Commercial & Investment Bank - Investment Banking Program - Inside the Industry Case Challenge - Hong Kong

Central & Western District, Hong Kong SAR 1 week ago

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The Investment Counselor Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Accountable for significant direct business results or authoritative advice regarding the operations of the business. Necessitates a degree of responsibility over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work within the team/project.The Private Bank at Citi (CPB) is part of the Institutional Clients Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet the individual, family and business needs of over 10,000 ultra-high net worth clients around the world. The Private Bank is focused on clients with a minimum net worth of $25mm and serves 40% of the world's billionaires and their families.
**Responsibilities:**
+ Investment Counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients.They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners.
+ An individual in this role will be expected to:
+ Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team)
+ Leverage existing client relationships, local network and investment experience to introduce new ultra-high net worth clients to Citi Private Bank.
+ Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions.
+ Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.
+ Work across currencies, asset classes, markets and jurisdictions
+ Engage and advise clients on brokerage activity and execute trades seamlessly.
+ Actively look for cross sell opportunities in others areas of the bank, in particular lending, trust and institutional markets solutions, etc.
+ Partner with Bankers to prospect for new investment business
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 10+ years of experience
+ Robust experience in providing investment advice and solutions.
+ FA, MBA degree or other advanced degree a plus.
+ Requires complex judgments and solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretive thinking will be required.
+ US Only: S7, S63 (or S66) and S3; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
**Education:**
+ Bachelor's/University degree, Master's degree preferred
---
**Job Family Group:**
Private Client Product Services
---
**Job Family:**
Investment Counselor
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Join to apply for the Investment Counselor, Hong Kong role at Citi

Join to apply for the Investment Counselor, Hong Kong role at Citi

The Investment Counselor Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Accountable for significant direct business results or authoritative advice regarding the operations of the business. Necessitates a degree of responsibility over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work within the team/project.The Private Bank at Citi (CPB) is part of the Institutional Clients Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet the individual, family and business needs of over 10,000 ultra-high net worth clients around the world. The Private Bank is focused on clients with a minimum net worth of $25mm and serves 40% of the world’s billionaires and their families.
Responsibilities:

• Investment Counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients.They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners.
• An individual in this role will be expected to:
• Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team)
• Leverage existing client relationships, local network and investment experience to introduce new ultra-high net worth clients to Citi Private Bank.
• Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions.
• Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.
• Work across currencies, asset classes, markets and jurisdictions
• Engage and advise clients on brokerage activity and execute trades seamlessly.
• Actively look for cross sell opportunities in others areas of the bank, in particular lending, trust and institutional markets solutions, etc.
• Partner with Bankers to prospect for new investment business
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
  

Qualifications:

• 10+ years of experience
• Robust experience in providing investment advice and solutions.
• FA, MBA degree or other advanced degree a plus.
• Requires complex judgments and solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretive thinking will be required.
• US Only: S7, S63 (or S66) and S3; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
  

Education:

• Bachelor's/University degree, Master's degree preferred
  

---
Job Family Group:
Private Client Product Services
---
Job Family:
Investment Counselor
---
Time Type:
Full time
---
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster. Seniority level

• Seniority level Not Applicable

Employment type

• Employment type Full-time

Job function

• Job function Finance and Sales
• Industries Banking, Financial Services, and Investment Banking

Referrals increase your chances of interviewing at Citi by 2x

Sign in to set job alerts for “Investment Advisor” roles. Alternative Investment Specialist - Alts. Investment Firm

Central & Western District, Hong Kong SAR HK$,200,000.00-HK 1,800,000.00 4 days ago

Investment Counsellor Analyst - Global Private Banking Investment Analyst (Crypto & Blockchain Only) Commercial & Investment Bank Events - Analyst

Shenzhen, Guangdong, China CN¥10,000.00-CN¥15,000.00 1 year ago

Deputy Manager, Investment Consultant, Private Banking Debt Securities Investment & Trading Professional 2025 Commercial & Investment Bank - Markets Program - Inside the Industry Case Challenge - Hong Kong Investment Counsellor - Global Private Banking

Kowloon City District, Hong Kong SAR 1 week ago

Investment Counsellor Associate - Global Private Banking 2025 Commercial & Investment Bank - Investment Banking Program - Inside the Industry Case Challenge - Hong Kong

Central & Western District, Hong Kong SAR 1 week ago

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Investment Counselor, Product and Investment Solutions, Wealth Management

Join to apply for the Investment Counselor, Product and Investment Solutions, Wealth Management role at CLSA

Investment Counselor, Product and Investment Solutions, Wealth Management

2 days ago Be among the first 25 applicants

Join to apply for the Investment Counselor, Product and Investment Solutions, Wealth Management role at CLSA

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

We are looking for investment counselor passionate to assist front office staffs to generate revenue from wealth management products/wealth planning services by providing client portfolio advisory to private wealth clients on multi-asset classes. The candidate is also expected to build a highly proactive and long-term relationship with private wealth clients by acting as the second point of contact to offer market views and executing investment strategies for the clients.

Key Areas of Responsibilities

• Provide client portfolio advisory to private wealth clients on multi-asset classes including equities, fixed incomes, funds, and structured products based on house view.
• Lead discussion with clients along with relationship managers with focus on effectively delivering multi-asset ideas aiming to maximize client’s portfolio performance consistent with client’s objective and risk profile.
• Act as the second point of contact by offering market views, planning and execution of investment strategies to private wealth clients.
• Monitor client portfolios for performance, appropriateness and investment opportunities.
• Assist relationship managers to serve sophisticated client and keep abreast of investment market latest trends and new product offerings.
• Ensure integrity of sales process and compliance with internal policies and regulatory requirements.
• Build a highly proactive and long-term relationship with private wealth clients by generating and sustaining revenue growth whilst broadening client base.

Requirements

• Minimum 8+ years of experience in financial institution preferably Private Banking/Wealth Management specializing in sales & marketing of investment products, dealing experience will be an advantage.
• Bachelor degree or above with major in Finance, Business Administration Economics or related disciplines, professional qualification of CFA/FRM/CPA is preferred.
• Extensive knowledge of investment products including equities, fixed incomes, funds and esp. structured products.
• Client focused with strong business acumen, presentation (both written and oral), sales, analytic, technical and relationship building skills.
• Strong judgment and high level of professional and personal integrity.
• Strong command of written English / Chinese and spoken Mandarin, Cantonese and English.

Seniority level

• Seniority level Associate

Employment type

• Employment type Full-time

Job function

• Job function Finance

Referrals increase your chances of interviewing at CLSA by 2x

Sign in to set job alerts for “Investment Advisor” roles. Wealth Management - Institutional Wealth Advisor Financial Consultant (IANG Visa Welcome) Analyst/Associate, Financial Accounting and Reporting, Financial Management

Wan Chai District, Hong Kong SAR 2 weeks ago

Private Bank Relationship Manager- Wealth Management (Hong Kong)

Wan Chai District, Hong Kong SAR 2 weeks ago

Senior Consultant, Retirement and Pension Wealth Management - Global Family Office Relationship Manager CBS - Financial Services – Business Enablement – Operations Manager / Analyst - Hong Kong Finance & Wealth Manager - IANGs/ TTPS/ QMAS Welcome! 2026 Summer Internship - Global Markets - Hong Kong (Graduate Program) Wealth Management Trainee / Financial Consultant Business Analyst - Leading Financial Group Legal Advisor, Private Banking and Wealth Management

Central & Western District, Hong Kong SAR 3 weeks ago

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Investment Counselor, Product and Investment Solutions, Wealth Management

Join to apply for the Investment Counselor, Product and Investment Solutions, Wealth Management role at CLSA

Investment Counselor, Product and Investment Solutions, Wealth Management

2 days ago Be among the first 25 applicants

Join to apply for the Investment Counselor, Product and Investment Solutions, Wealth Management role at CLSA

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

We are looking for investment counselor passionate to assist front office staffs to generate revenue from wealth management products/wealth planning services by providing client portfolio advisory to private wealth clients on multi-asset classes. The candidate is also expected to build a highly proactive and long-term relationship with private wealth clients by acting as the second point of contact to offer market views and executing investment strategies for the clients.

Key Areas of Responsibilities

• Provide client portfolio advisory to private wealth clients on multi-asset classes including equities, fixed incomes, funds, and structured products based on house view.
• Lead discussion with clients along with relationship managers with focus on effectively delivering multi-asset ideas aiming to maximize client’s portfolio performance consistent with client’s objective and risk profile.
• Act as the second point of contact by offering market views, planning and execution of investment strategies to private wealth clients.
• Monitor client portfolios for performance, appropriateness and investment opportunities.
• Assist relationship managers to serve sophisticated client and keep abreast of investment market latest trends and new product offerings.
• Ensure integrity of sales process and compliance with internal policies and regulatory requirements.
• Build a highly proactive and long-term relationship with private wealth clients by generating and sustaining revenue growth whilst broadening client base.

Requirements

• Minimum 8+ years of experience in financial institution preferably Private Banking/Wealth Management specializing in sales & marketing of investment products, dealing experience will be an advantage.
• Bachelor degree or above with major in Finance, Business Administration Economics or related disciplines, professional qualification of CFA/FRM/CPA is preferred.
• Extensive knowledge of investment products including equities, fixed incomes, funds and esp. structured products.
• Client focused with strong business acumen, presentation (both written and oral), sales, analytic, technical and relationship building skills.
• Strong judgment and high level of professional and personal integrity.
• Strong command of written English / Chinese and spoken Mandarin, Cantonese and English.

Seniority level

• Seniority level Associate

Employment type

• Employment type Full-time

Job function

• Job function Finance

Referrals increase your chances of interviewing at CLSA by 2x

Sign in to set job alerts for “Investment Advisor” roles. Wealth Management - Institutional Wealth Advisor Financial Consultant (IANG Visa Welcome) Analyst/Associate, Financial Accounting and Reporting, Financial Management

Wan Chai District, Hong Kong SAR 2 weeks ago

Private Bank Relationship Manager- Wealth Management (Hong Kong)

Wan Chai District, Hong Kong SAR 2 weeks ago

Senior Consultant, Retirement and Pension Wealth Management - Global Family Office Relationship Manager CBS - Financial Services – Business Enablement – Operations Manager / Analyst - Hong Kong Finance & Wealth Manager - IANGs/ TTPS/ QMAS Welcome! 2026 Summer Internship - Global Markets - Hong Kong (Graduate Program) Wealth Management Trainee / Financial Consultant Business Analyst - Leading Financial Group Legal Advisor, Private Banking and Wealth Management

Central & Western District, Hong Kong SAR 3 weeks ago

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Executive Investment Counselor - Private Banking and Trust Services (HK)

Join to apply for the Executive Investment Counselor - Private Banking and Trust Services (HK) role at Hang Seng Bank

Executive Investment Counselor - Private Banking and Trust Services (HK)

1 week ago Be among the first 25 applicants

Join to apply for the Executive Investment Counselor - Private Banking and Trust Services (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.

Private Banking and Trust Services

Hang Seng's Private Banking provides services for people who have successfully built their asset base and now want to place their wealth in the hands of experts who know how to nurture it.

Our banking services and products are bespoke, ranging from tailored investment advice and capital solutions to holistic health and personal protection and trustee services. Our team offers professional wealth management advice at both a local level and on a global scale.

Should you join our Private Banking business, you will focus on building close relationship with our high-net-worth customers, providing professional advice and premium service to them and contribute to the profitability of the Bank.

We are currently seeking a high caliber professional to join our team as Executive Investment Counselor , reporting to Market Head.

Principal Responsibilities

• Provide timely, all-rounded wealth advisory services to Private Banking and Trust Services clients that support frontline staff to achieve and exceed the assigned business targets
• Work very closely with various product owners to get hold of the most updated and relevant wealth management solutions
• Provide topical market and strategy updates to sales teams on a regular basis
• Raise the awareness on the latest regulatory or Group compliance requirements to frontline sales staff for their professional development
• Proactively communicate sales propositions and investment opportunities
  
  
  

Requirements

• University degree with passes in the Hong Kong Securities Institute Licensing Examinations OR professional qualifications such as CFA, CFP or CFMP preferred
• Fulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance
• Proven experience in selling investment and banking products
• Strong sales and customer orientation, with good communication and interpersonal skills
• Strong self-motivation and ability to work under pressure
• Proficiency in both English and Chinese, with proficiency in Putonghua an advantage
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
• Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage
• Candidate who are less experienced will be considered as Investment Counselor
  
  
  

You’ll achieve more when you join Hang Seng Bank Limited.

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Issued by Hang Seng Bank Limited

Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Full-time

Job function

• Job function Finance and Sales
• Industries Banking

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Sign in to set job alerts for “Investment Advisor” roles. Alternative Investment Specialist - Alts. Investment Firm

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

Investment Analyst (Crypto & Blockchain Only) Executive Investment Consultant, Private Wealth Advisor (Up to 90K) AD, Investment Advisor, Asian Private Bank Deputy Manager, Investment Consultant, Private Banking MNC Investment - Senior Finance Manager (Real Assets)- HK 60K - 85K base + bonus Head of Investment (≤1M, Start-up, Chinese Based, SFC Licensed Corp 4 & 9) Investment Manager, Growth Equity, AI application

Central & Western District, Hong Kong SAR 2 weeks ago

Assistant Manager – Investment Operations (Graduate Program) Wealth Management Trainee / Financial Consultant Analyst, Business & Syndicate Operation, Investment Banking Investment firm - Senior AI Business Analyst - HK$65K 85K per month Securities Trade Data Modeling Business Analyst - Leading Investment Bank

Wan Chai District, Hong Kong SAR 3 weeks ago

Eastern District, Hong Kong SAR 3 days ago

Manager - Investment Products | Assistant Manager - Investment Products Director, Technology Investment, CLSA Capital Partners Director of Bitcoin Treasury Strategy (Trading & Investments) Senior Investment Manager - Hang Seng Insurance Company (HK)

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