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- ...ance agents and individuals who are transitioning into a new career stage or seeking to change fields of jobs to join our Wealth Management Dealing Team in a staff position . We provide various wealth management products, including equities, futures contracts...
- Our client is a reputable Singapore bank. They are seeking for an Officer to support their daily operation. Responsibilities: Perform and provide quality back-office processing of Equity or investment products, notes and bonds services to customers according to...
- ...eference is given to those with connections to Hong Kong listed companies, prospective listed companies, fundcompanies, and family offices; Outstanding performance in distributing high-profit WM products (FCN, private equity funds, OTC notes, etc.); Have a certai...
- ...stablished European Private Equity Fund. As an IR - Private Wealth Management Associate, you will manage client relationships and deliver ... ...gotiation with client services, headquarters, other regional offices, and internal stakeholders. Coordinate with global teams ...
- ...t financial performance including identifying opportunities and gaps, and developing business strategies Familiar with the wealth management products, customer needs and competitor landscape e.g. stocks, derivatives, funds, alternative funds, bonds, structured produ...
- ...outgoing with good interpersonal skills. •Determined and eager to pursue a better lifestyle •Passionate in private client wealth management service sector •Mature, self-motivated and a good team player •PRC candidate, IANG 操流利普通話者優先 (歡迎國內交流生) We offers: ...
- Working with the Senior Managers, Interns will acquire knowledge in the field of Wealth Management (composed of Risk Management, Investment Management, Saving Management and Retirement Management) , financial senses, and various investment tools through this internshi...
- ...rivate banking centre in Hong Kong. With extensive network across the city, Bank of Communications (Hong Kong) has set up 37 wealth management service centres in its outlets that offer BComBEST customers a full range of professional banking services to address their n...
- Job Purpose: Collaborate with different channel’s sales staff to complete investment transactions by phone Main Responsibilities: Achieve KPI & support WS Team to meet sales target. Complete investment transactions by phone for all investment products, includ...
- Responsibilities: Build a new wealth management platform by managing comprehensive wealth products and creating delightful user experience. Drive the implementation project by collaborating with cross-functional teams to ensure successful product delivery. Fa...
- ...including account opening, maintenance, and other related tasks Manage the credit quality and monitor the margin level Requireme... ...rs of relevant working experience in private banking or private wealth management, with a focus on the private banking sector Exc...
- ...ng to provide services for recruiting candidates, serving multinational and local companies in Greater China region. CEO - Wealth Management Requirements : Degree in finance, banking, accounting, economics, business or related studies with qualifications such ...
- The Job Client: A sizeable Insurance Company Position: (Senior) Wealth Management Manager Responsibilities: Business development through pro-actively acquiring new customers, understanding their needs and recommends the best solution to achieve their targe...
- ...ied individuals to join us. Responsibilities: Develop and manage portfolio for high-net-worth clients (i.e. equities, future con... ...r premium investment services to clients Acquire new private wealth clients and explore new business opportunities in Hong Kong, Ma...
- About Dah Sing Group The Dah Sing Group is a leading financial services group in Hong Kong offering banking, insurance, financial and other related services through its growing network of over 70 branches in Hong Kong, Macau and Mainland China. Our currency is car...
- ...ng Kong prides itself on its premier services and professional integrity. Working with the Senior Managers, Interns will acquire knowledge in the field of Wealth Management (composed of Risk Management, Investment Management, Saving Management and Retirement Manag...
- Responsibilities: Build and supervise a team of relationship managers to provide professional wealth management services to high-net-worth clients Formulate and implement business development plans in order to grow client base and AUM and drive revenue ...
- ...scription: Financial product research: insurance, fund, ETF, securities, crypto-related product and etc. Participate in wealth management solution planning and designing. Supportive work for other relevant projects. Any other administrative duties as assign...
- AXA安盛 全球No. 1 保險品牌(連續 10 年) 全球最大保險公司 AXA是財富保障及管理服務之世界翹楚，同時在香港為超過100萬名港澳及國內同胞客提供經濟保障及財富管理服務，為客戶不同人生階段的需要預備各類理財方案 。 彈性工作時間，掌控自己人生節奏，歡迎各位斜桿族加入 工作機遇： 完善在職培訓： 免費持續進修，包括香港職歷架構認可的證書課程及各項專業資格考試費用。 師徒制 : 由各個本港百萬圓桌會成員（MDRT）／MDRT超級會員 ( COT ，年薪為MDRT的三倍)／頂尖...
- Reporting to the Wealth Management Operations Manager, you will be responsible for inputting transactions, processing the settlement / corporate actions of HK & overseas securities and other investment products, operating CCASS terminal, data maintenance and compiling...
- ...acancies, please visit our website at Job No.: 494000 Employment Type: Full time Departments: Personal Banking and Wealth Management Department Job Functions: Business Development, Customer Service, Relationship Management Responsibilities Champion...
- Job Duty As a Financial Planner, you will provide expert advice to clients on wealth management, risk protection, asset acclaim and retirement planning. Your primary responsibilities include: - Conducting in-depth financial needs analysis for individuals and famil...
- ...職責 Roles And Responsibilities: Provide professional financial services to clients in Hong Kong and the Mainland, including wealth management and portfolio advice, education fund planning, pension planning, investment planning, risk fund planning, team management, ma...
- ...ed candidates in the Financial industry. Trainees will acquire well-rounded experience, skills and knowledge in the fields of Wealth Management and the Financial sectors in Hong Kong. Trainees will receive intensive training in the fields of Risk Management, Retirement...
- Main Responsibilities: The role of the Private Wealth Management Relationship Manager (RM) is to understand the client requirement, ensure superior service and provide regular updates to the client on financial markets developments and on clients’ portfolios; A...
- ...ducting financial needs analysis Analyze and provide total package of financial services planning Provide comprehensive wealth management services to clients from Hong Kong and China market, including: 1. Risk Management 2. Retirement Planning 3. Asset Allocation...
- ...ommand of spoken and written English and Chinese, including Putonghua. Responsibilities Provide a professional, wealth management service to our High-Net-Worth clients. Develop great relationship with existing clients. Receive trade orders from ...
- Responsibilities: Manage relationship and develop business with private wealth clients Provide professional services and recommendations on investment and trading Develop relationship with affiliated branches for business referral opportunities Roadshow ou...
- Role Description This is a full-time hybrid role for a Wealth Management Consultant located in Eastern District, with some work from home being acceptable. The Wealth Management Consultant will be responsible for providing financial planning, retirement plann...
- ...ts to ensure the continued viability of client objectives and to ensure coordination of a client’s overall strategies and needs. Manage and monitor client accounts on an ongoing basis in order to understand changing investment needs and objectives and to coordinate p...