Your new company

A leading international wealth management institution is seeking a high-calibre Investment Specialist to join its Hong Kong Wealth Management team. The organisation provides a comprehensive range of investment solutions and serves affluent, high-net-worth (HNW), and ultra-high-net-worth (UHNW) clients through a strong global network and extensive product platform.

Your new role

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  Provide professional investment advisory and portfolio management support to affluent and HNW clients.
  
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  Develop customised investment strategies and asset allocation recommendations aligned with clients' financial goals and risk profiles.
  
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  Conduct regular portfolio reviews and recommend suitable investment opportunities across various asset classes.
  
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  Partner closely with Relationship Managers to deepen client relationships and drive investment revenue.
  
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  Deliver market updates, investment insights, and portfolio presentations to clients and prospects.
  
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  Act as a subject-matter expert on investment products including funds, structured products, bonds, equities, FX, and alternative investments.
  
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  Support frontline teams through coaching, training, and investment-related guidance.
  
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  Ensure all recommendations comply with regulatory requirements and internal governance standards.
  

What you'll need to succeed

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  Degree holder in Finance, Economics, Business Administration, or a related discipline.
  
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  Minimum 5 years of experience in wealth management, investment advisory, portfolio counselling, financial planning, or relationship management.
  
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  Strong knowledge of financial markets, portfolio construction, and investment products.
  
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  Proven ability to engage and advise affluent and HNW clients on investment and wealth planning solutions.
  
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  Excellent analytical, presentation, and communication skills.
  
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  Professional qualifications such as CFA, CFP, ECF, or Certified Banker will be highly regarded.
  
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  Fluent in English, Cantonese, and Mandarin.
  

What you'll get in return

• Opportunity to work with a prestigious international wealth management platform.
• Exposure to affluent, HNW, and UHNW client segments.
• Access to a broad range of investment products and global market insights.
• Competitive salary package with attractive performance-based incentives.
• Comprehensive benefits package including medical coverage, retirement benefits, and wellness programmes.
• Structured career progression and ongoing professional development opportunities.

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact alva.choi@hays.com.hk for a confidential discussion about your career.