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- IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide. Job Description Assist in p...
- ...on team to ensure a great learning experience. We're Looking for Someone Who: Has at least 1 year of experience in sales or client service. Experience in education, wine, or hospitality is a plus, but fresh graduates with the right attitude are encouraged to app...
- Key Responsibilities Cultivate and manage long-term relationships with HNW/UHNW individuals, corporate and institutional clients Serve as the primary point of contact, providing personalized wealth management solutions and strategic financial guidance Conduc...
- ... returns. Job Responsibilities: Support the corporate client account onboarding process, including reviewing and verifying ... ... (SFC) Knowledgeable about the client onboarding process and associated client lifecycle maintenance events Fluent in both English ...
- ...the guidance, training and experience necessary to build a lucrative career, then welcome to THRIVE! Position Overview The Client Success Manager is an integral part of the account management team that focuses on providing an exceptional client experience from ...
- Job Responsibilities: 1. Conduct fundamental research on multiple assets, like Stocks\Bonds\Hedge Funds; 2. Build, maintain, and update financial models for investment analysis; 3. Write Research an Analysis reports and perform thorough due diligence to support i...
- ...n. Strong communication skills with document writing ability. Key Responsibilities: Maintain relationships with existing clients, proactively respond to client’s service needs and recommend suitable products and strategies, enhance client trading activity and...
- ...trading desk to execute fund transfers, securities transfers, and other related operations as per instructions. Regularly update client positions to reflect margin requirements derived from OTC derivatives trading. Perform daily trade booking and position reconcil...
- ...ructured products), handling expiries, assignments, and corporate actions. Collaborate with internal and external stakeholders (clients, counterparties, middle/back office) to promptly resolve trade discrepancies and settlement issues. Maintain accurate daily pos...
- What you’ll be doing? ~ To carry out various audit, accounting, and tax assignments under the supervision of supervisor and senior with proper training Who are we looking for? Responsible, well-organized, and ability to work independently Excellent skills in...
- ...ill ignite your passion: Act as the first contact point for clients; understand their marketing objectives and advise influencer m... ... Word Candidates with more experience will be considered as Associate Account Manager To Apply : For more information about...
- uSMART盈立證券是香港新一代互聯網券商，通過技術創新和人工智能科技為投資者提供簡單，專業和低成本的全球投資服務。 uSMART盈立證券是香港持牌券商（中央編號：BJA907），持有香港證監會授予的1、4、6 、9號牌照，是香港證監會認可的全牌照優質券商，致力遵循香港金融法規保障投資者資產安全。 uSMART盈立證券的核心管理及金融科技團隊成員來自世界知名科技企業巨頭和知名金融機構，包括騰訊、阿里巴巴、微軟、雅虎、優步、法国巴黎银行、瑞士银行等。 uSMART盈立證券結合自身領先的人工智能和機器學習演算法为用户開發新一代移動證...
- ...ory requirements. · Identify and assess the compliance risks associated with the organization's distribution related business activiti... ...ion on agents/broker's fraud, mis-selling, compliant from both client and/or regulator. · Draft and assist in reviewing insurance ...
- ...s follow internal policies and procedures To follow up with clients on outstanding account opening documentations Resolve clien... ...ojects as required Job Requirements: Higher Diploma / Associate Degree or above, preferable in business or related disciplines...
- ...ications (MS office, strong skills in MS Outlook). 6. Candidates with experience in the field of jewelry/diamond, real estate, associations, office/home relocation, Asset Management or governmental works would be an asset. We are an equal opportunity employer. In...
- ...evelop, implement, and maintain the firm’s operational and regulatory risk management framework. · Identify and monitor risks associated with investment activities across global jurisdictions. · Track and interpret evolving regulations from authorities such as M...
- ...rate targets 提出業務及核保策略，以達成公司目標 Build and maintain strong client and producer relationships 建立並維持良好的客戶及業務合作夥伴關係 Support t... ...or’s degree in insurance or related fields (e.g. ANZIIF Senior Associate / Fellow CIP) 保險或相關學科學士學位（如 ANZIIF 高級會員 / 資深會員 CIP） Minim...
- ...y experience. Professional qualification in Finance or Accounting (CPA, CFA, CMA or other equivalent international accounting associations) is preferred. Experience in shipping, container leasing and related industries is preferred but not a must. Good command ...
- ...ite To apply: Data collected would be used for recruitment purposes only. It might also be disclosed to our subsidiaries or Associated Companies to process the information for appointment. Applicants who do not hear from us within 8 weeks may consider their applic...
- Responsibilities: • Acquire and develop new client relationships and distribution channels to achieve the branch's performance objectives. • Organize and execute marketing initiatives to enhance community presence and engage local client segments. • Facilitate a...
- RESPONSIBILITIES: Maintain and establish long term relationship with both new and existing clients by courtesy calls, visits, site inspections and events, and expand client portfolio Responsible to achieve overall revenue budget for the hotel Regularly report...
- Job Descriptions Develop and establish relevant business channels and client relationships, build and maintain relationships with existing and potential LPs (Limited Partners) such as institutional investors and high-net-worth individuals, and coordinate major ac...
- Job Responsibilities Perform and handle daily accounting duties including data entry, monitor daily cash flow, prepare client money segregation and bank reconciliation for the Group’s Type 1, 4 & 9 regulated activities licensed firms Assist in the preparation ...
- (Ref Number: jobs-1119_nc) Our client, an experienced investor relations advisor that specializes is now looking for a high-caliber candidate for the following position: Investor Relations Account Executive Job Description: Understand clients’ requirements and l...
- ...ares, Forex, Precious Metals, Commodities, and Indices) trading in both Domestic and International markets to retail and wholesale clients. We are looking for highly driven individuals who are motivated to grow and excel with the company. Experience in the financi...
- Our client, a Hong Kong-headquartered nonprofit organization with a global presence, is looking for a Management Accountant in Hong Kong. Job Responsibilities Oversee monthly management accounts, profit & loss statements, variance analysis, and provide insightfu...
- ...ities through prospecting, networking, and effective outreach. Build and maintain strong relationships with overseas agents and clients. Utilize social media and digital marketing to enhance brand visibility and generate qualified leads. Collaborate with sales...
- ...promotions, conducting market research, analyzing data, and building solid connection with Korea headquarter, key stakeholders and clients. The role involves overseeing branding initiatives and identifying opportunities to increase brand awareness and customer engag...
- ...nsibilities To assist in handling conveyancing transactions for residential properties To liaise with third parties, such as clients, bank To carry out other tasks as assigned Requirements Proficiency in both written and spoken English and Chinese ...
- ...mooth running of daily operation supporting the business Provide service requests and enquiries from external parties such as clients and channels, as well as internally with our sales team in a professional manner Liaise with the team to provide operation su...