- ...acancies, please visit our website at Job No.: 498353 Employment Type: Full time Departments: Personal Banking and Wealth Management Department Job Functions: Relationship Management Responsibilities Champion the one-stop personal banking services ...
- Job No.: 498353 Employment Type: Full time Departments: Personal Banking and Wealth Management Department Job Functions: Relationship Management Responsibilities Champion the one-stop personal banking services at branches Explore and develop long-te...
- Job Responsibilities: ~Promote full range of wealth management products and services to high-net-worth customers; ~Solicit new businesses and cultivate long-term relationship with customers for further business opportunities; ~Handle enquiries and provide profes...
- ...portunities and face the world's toughest challenges. The CPC Banker is a seasoned professional role. Applies in-depth disciplinary... ...ance of the individual. Responsibilities: Client Account Management Review CPC customer needs and asset allocation, pro-activel...
- Join an exciting opportunity in the financial services industry as a Private Banker. This role offers a chance to manage high-net-worth client relationships, provide tailored wealth solutions, and grow your career in a thriving environment. Client Details The emplo...
- ...ng of clients' businesses and sources of wealth generation. Anticipate events in a ... ...o establish long-term connections to the Private Bank Maintain full understanding of... ...stment goals related to the creation and management of wealth Establish a referral netw...
- ...ities Provide overall legal support to Private Banking ("PB") & Consumer Banking Group ("CBG") including but not limited to: manage legal risks arising from the activities a... ...th prior experience in private banking or wealth management matters. Strong understandi...
- ... workflow, and give recommendations on process enhancements and system upgrades. Skills Required: Private Banking / Wealth Management experience (insurance, retail banking etc will NOT be considered) Strong understanding of Scrum techniques and a...
- Responsibilities:Develop and manage portfolio for high-net-worth clients (i.e. equities, future contracts, structured product, mut... ...nd offer premium investment services to clients Acquire new private wealth clients and explore new business opportunities in Hong Kong, ...
- ...Ltd., which provides personal banking, corporate banking and private banking services through 43 outlets, 4 business services cen... ...s the city, Bank of Communications (Hong Kong) has set up 37 wealth management service centres in its outlets that offer BComBEST customers...
- ...rgetic, 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 off...
- ...tional and local companies in Greater China region. CEO - Wealth Management Requirements : Degree in finance, banking, accounting,... ...n which the recent 5 years or above at Director level Has private equity, equity fund or bond fund raising exposure, successfu...
- ... life insurance for individuals and businesses, as well as accident and health insurance, and offers retirement planning, and wealth management services. We offer: ~5-days work and attractive remuneration package (15K above with attractive bonuses) ~ Professional...
- ...ted Execute & support of (1) the full settlement cycle of private banking products (e.g. equities, bonds, investment funds, st... ...rate Action processing, preferably within Private Banking or Wealth Management industry Experience with financial market infrastructure ...
- ...ution Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initi... ...igh caliber professionals to join our department as Prestige Private Relationship Manager. Principal responsibilities Provi...
- ...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...
- US Markets and Economic Knowledge:Established track record of over 10 years in setting investment strategies: geographical, sector, and asset class allocation for key global markets, including US and China. Lead in ideas generation and development, including thematic r...
- Business Function DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provide... ...ia by providing them with high quality, timely and extensive wealth management, investment and financial solutions. Responsibilities ...
- 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...
- ...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...
- Business Function DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provide... ...ia by providing them with high quality, timely and extensive wealth management, investment and financial solutions. Treasures Private Cl...
- Private Banking and Trust Services Hang Seng's Private Banking p... ...e and now want to place their wealth in the hands of experts who k... ...am offers professional wealth management advice at both a local level ... ...mework (ECF) and/or Certified Banker (CB) under Hong Kong Institut...
- ...ps with clients by understanding their financial goals, risk tolerance, and investment preferences. 3. Provide personalized wealth management advice and solutions to meet clients' evolving needs. Job Requirements: 1. Degree holder in Economics, Finance, Busin...
- 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...
- ...rk closely with DBWM HK RMs in providing wealth structuring advice / support to RMs and ... ...f public holidays ~ Life Assurance and Private Healthcare for you and your family ~ A... ... Provide feedback to Coverage/ Senior Management on product needs, clients needs, market ...
- ...n system enhancements and project testing Handle in ad-hoc projects Requirements: At least 5 years’ relevant experience in private banking operations Relevant experience with banking systems such as MUREX, SWIFT Alliance, Avaloq Proficient in MS Office ap...
- ... technology, people capability and innovation. In Group T&O, we manage the majority of the Bank's operational processes and inspire to... ...settlement Experience in project management; Knowledge of Private and Consumer banking practices & procedures; Good interperso...
- ...Bring in new pool of clients and maintain good relationships with exisiting HNW clients Understand clients' needs in wealth planning and manage well their investment portfolios Familiar with different types of insurance and investment products across different...
- ...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...
- ...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...