...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, ...
...ob No.: 498353
Employment Type: Full time
Departments: Personal Banking and Wealth Management Department
Job Functions: Relationship Management
Relationship Manager, Private Wealth
Responsibilities
~Champion the one-stop personal banking services at b...
...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...
Job Description:
#Responsible for the development and maintenance of fund product shelf for private wealth management clients.
#Develop and execute fund product strategies to boost product sales
#Work with internal and external partners to enrich product shelf a...
UOB Kay Hian is strategically positioned to tap the growth opportunities that this fast-developing region offers, and we are constantly on the lookout for bright and dedicated individuals to help us reach new heights.
We offer competitive package and career prospect...
UOB Kay Hian (Hong Kong) Ltd,
香港島
18 個小時
Job Description
Responsible for the due diligence, documentation organization, internal training and promotion of investment products;
Formulate appropriate PWM solutions to meet clients’ needs based on their financial circumstances and risk appetite;
Provide...
Responsibilities
Participate in formulating and executing sales and marketing strategies for holistic wealth management services;
Provide updated financial market information, professional advice and quality services
Develop suitable financial strategies to ...
...les and business goals by promoting investment products to high net worth clients, focusing on client acquisition and asset under management (AUM) growth.
Assist in offering professional advice and execute fund-related services for high-net-worth clients through Rela...
Responsibilities:
Manage all sales involving business development of cross border activities;
Identify and source new oppo... ...g activities;
Analyse client needs and develop business in private wealth management including but not limited to wealth creation, weal...
Our client is a leading major company in the Private Wealth Management sector, providing personalized financial services to high-net-worth individuals and families. As part of the commitment to embracing digital transformation within the industry, they are seeking a s...
Job Responsibilities
Complete all necessary process to ensure account opening is smoothly and efficiently done;
Preparing all necessary KYC review for Compliance requirement;
Ensure comply with all cross border rules when servicing overseas clients; ...
...pliance VP level (SFC regulatory experiences)
- Required to have prior SFC regulatory working experiences
- Very strong in wealth management product due diligence and compliance experiences
- Fluent in Mandarin is a MUST
Interested parties please click “Apply No...
...velop appropriate investment strategies, and actively manage current HNW/UHNW clients' portfolios.
Collaborate closely with EAM partners, such as private banks, brokers, insurance firms, and other private wealth management service providers, to offer clients profes...
We are currently seeking a high caliber professional to join our department as Private Wealth Advisor .
Principal responsibilities:
Formulate and implement insurance related sales and marketing plans aiming to assist the achievement of Private Bank AOP target...
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 ...
Job Responsibilities:
# Work closely with Relationship Manager, provide effective and efficient sales support.
# Provide professional service to clients and potential clients.
# Handle daily administrative and operational tasks for the department.
# Assist in...
At least 5 years of experiences in private wealth management business or related field
Sound knowledge in financial investment, trust, insurance, tax advice, and portfolio management
Have good networking and client relationship to bring in the assets
Be able ...
Our Business
Manulife provides financial advice, insurance, as well as wealth and asset management solutions to help people make their decisions easier and lives better, and to ensure they are well-protected.
Our History
For over 120 years, Manulife has be...
...rm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more tha... ...ions, governments, institutions and individuals.
I. PRIVATE WEALTH MANAGEMENT (PWM) ASIA
Private Wealth Managem...
..., 6 and 9 regulated activities, providing a full range of financial services including traditional stock and futures trading, wealth management, investment banking services and asset management services.
We are looking for a Managing Director, Wealth Management to j...
...nsibilities
Formulate and implement the development plan, system processes and risk control measures for the company’s private wealth management and retail business;
Lead the team to develop markets and complete sales tasks;
Cooperate with other departments to...
Business Function
DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements a... ...ia by providing them with high quality, timely and extensive wealth management, investment and financial solutions.
Responsibilities ...
HKD 50k - HKD 80k /月
...ness requirements and ensure they align with global standards
Requirements:
Experience working within wealth management or private banking
Working experience in Business Analysis, Requirement Analysis and Gathering, Technical/Functional documenta...
...
~Responsible for reviewing policy and procedure within the Wealth Management Department
~Ensure internal control standards and carry ou... ...d discipline
~Minimum 5 years of experiences in Banking or Private Banking
~Good analytical and risk assessment skills
~Goo...
...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...
...sition:
Job Responsibilities:
~Responsible for planning Wealth Management Department credit risk policies and procedures, credit appro... ...d discipline
~Minimum 5 years of experiences in Banking or Private Banking
~Good analytical and credit assessment skills
~G...
...ned to offer clients a wide range of services, including asset management, securities brokerage etc. To cope with our business expansion... ...Explore new business opportunities from Brokerage Business and Wealth Management to achieve department sales target;
Relationship...
...and Greater China.
For your personal wealth and business, rely on our deep local kno... ...y Global Finance and has been named Best Managed Bank in Singapore by The Asian Banker.
... ...ng from consumer, corporate, investment, private and transaction banking to treasury, ins...
...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...
HKD 18k - HKD 38k /月
...
工作範圍 Job Description:
發展香港及中國金融業務，為客戶提供股票、基金、保險、資產管理等服務。協辦金融市場講座。有固定客源。
Develop Hong Kong and China market, provide wealth management services for clients, assist senior manager to organize semiars and marketitng activities. Clients base provided.
待遇及福利 ...