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- ...市場講座。有固定客源。 Develop Hong Kong and China market, provide wealth management services for clients, assist senior manager to organize semina... ...erage and other Career Benefits 專業在職培訓 / Professional Training Program 良好發展及晉升機會 / Excellent Career Prospect 贊助考取CFP及CFA / Subsidy fo...
- To understand the whole operation process and work flow of various departments Assist the department head in daily operations including but not limited to report writing, analyzing business data, keep track of business revenue, market research for fabric trends, dra...
- 工作職責 Salesperson in payment, acquiring and financial solutions 支付、收單和金融方案服務 - 提供客戶服務,準確及時處理及解決客戶的查詢 Through servicing client's requirements and resolving problem - 與營運和技術團隊合作,提供的解決方案符合客戶要求 Works closely with operation and tech team to obtain solutions - 按程確保客戶服務和...
- Job Duty Responsibilities - Handling compliance and legal matters - Carrying out AML, KYC compliance and legal procedural items - Handle clients onboarding application and process - Assist in launching new products/services on the company platform - Excellent organ...
- ...ltancy services, monitor the financial status of the clients and propose tailor-made solutions which satisfy their needs. Learning manager’s duties and skills Maintaining relationships with clients Requirement: HKDSE or above or Equivalent Relevant working experience i...
- 工作職責 Trainee Program 5 days work Fresh Graduates will be considered Benefit: 1)Understand the business community functioning to prepare for future career development. 2)Priority admission to various extend development programs and company events. 3)Excellent ca...
- Job Duty Why join us? 1.Unlimited Income Potential 2.True Work-life balance 3.Elite MDRT Training Program What we provide? 1.Sales cycle training 2.Client lead generation support 3.Cutting-edge financila planning tools Duties 1.Conducting in-depth financial needs a...
- ...ions: 職位描述: Provide comprehensive wealth management advice to High-Net-Worth individuals and... ...、台灣等) Well-developed One-year fast track program for new graduate or junior to Senior Man... ...less experiences are welcome to join the trainee program 香港永久居民/香港身份證持有人僅在香港有效工作許可證(IANG ...
- 工作職責 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 families -...
- 工作職責 工作內容: 1. 負責開拓新客戶,建立與他們的長期合作關係。 2. 提供專業的銷售諮詢服務,根據客戶需求,提供最佳解決方案。 3. 負責制定銷售策略,實施銷售計劃,並達到業績目標。 4. 與內部團隊密切合作,確保客戶需求得到及時滿足。 5. 持續學習和瞭解市場動態,以提供最新的產品知識和競爭情報。 職位要求: 1. 具備相關的銷售經驗,對銷售流程和銷售技巧有深入了解。 2. 出色的溝通和談判技巧,能夠與不同背景和層次的客戶建立信任和良好的關係。 3. 積極主動,具有良好的自我管理和時間管理能力。 4. 具有團隊合作精...