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- 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...
- 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...
- ...due diligence and review process; Proactive clients service management including regular clients contact on market updates , financia... ...ting, Finance or Economics； ~1-2 years of sales experience in wealth products; ~ Possess recognized insurance and securities lice...
- Job Description Private Banking is involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credi... ...d a platform of depth and breadth. As a China Banker in our Wealth Management business, you will unde...
- ...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...
- 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...
- 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...
- ...d individuals to join us. Responsibilities: Develop and manage portfolio for high-net-worth clients (i.e. equities, future c... ...d offer premium investment services to clients Acquire new private wealth clients and explore new business opportunities in Hong Kong, ...
- Job Description Private Banking is involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credi... ...d a platform of depth and breadth. As a China Banker in our Wealth Management business, you will unde...
- ...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...
- ...ad hoc projects when required Requirements: SFC or HKMA licensee with at least 2 years relevant experience from Private Banking, Wealth Management or Asset Management Good command of both spoken and written English and Chinese including Mandarin Strong PC sk...
- ...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...
- ...g high caliber candidates to join the team Settlement Manager ( Private Banking Operation) – Operations Department $40K-50K R... ...University graduate with 6-8 years experience in custody and wealth management operations Experience in bond, shares and fund...
- ... 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...
- ...ough three global businesses: Wealth and Personal Banking, Commerc... ...anking and world-class wealth management through best-in-class, mobile... ...ies: Asset Management, Global Private Banking & Wealth, HSBC Life, ... ...join our team as a Universal Banker - Wealth and Personal Banking...
- ...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...
- ...Description Product Life-cycle Management Oversee new products development li... ...ws in demonstrating product mechanics to private banking clients Compliance & Risk ... ... Minimum 3 years’ experience in banking wealth management subsidiaries/ asset managemen...
- ...ough three global businesses: Wealth and Personal Banking, Commerc... ...anking and world-class wealth management through best-in-class, mobile... ...ies: Asset Management, Global Private Banking & Wealth, HSBC Life, ... ...join our team as a Universal Banker MPF. Principal Responsibil...
- ...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...
- ...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...
- ...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...
- Relationship Manager – Private Banking Responsibilities: Acquire, develop, and maintain long-term relationships with high-net-w... ...d resources within the bank to provide clients with holistic wealth management solutions; Total ownership of client relations...
- ...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 ...
- ...ence would be a plus. Description Assisting Relationship Managers in building and nurturing client relationships. Managing ac... ...t Office. A proactive team player with a strong interest in private banking. Able to work well under pressure and meet deadline...
- ...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...
- 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...
- 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 ...