Search Results: 13,314 职位空缺
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
~Acq...
...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 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;
~Ensure...
...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...
...e candidates for the following exciting roles:
1) Product Manager Lead - Fast-growing Blockchain Firm
2) DevOps Lead (Manda... ...nt Firm (HK)
Our client is a leading major company in the Private Wealth Management sector, providing personalized financial services ...
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...
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
3 天前
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...
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...
...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...
...st in creating product strategies, proposing launch plans, and managing product pipelines.
Assist in evaluating the success of new ... ...ears of relevant experience in managing investment products in Private Banking.
~ Demonstrate comprehensive knowledge of product cy...
Global Executive Consultants Ltd.
香港島
4 天前
...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...
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 ...
公司可提供客户给合适的持牌人士，配合自己的努力，百万年薪无上限
环球家族办公室
本集团是一家 独立的环球家族办公室 ，宗旨是为 高净值的客户及家庭 提供一站式的家办服务。我们与多家顶尖的财富管理机构合作，例如：
# 台北股市证券经纪业务占第一的证券公司 ：持有第一、二、四、五、六及九类受规管活动牌照。阁下可以在此机构挂牌，开拓业务，提供港股、沪股通、深股通、台股、美股、中国B股、海外股票、衍生产品、牛熊证、衍生权证、期货及期权产品。您可为您的客户建议公募基金，例如货币市场基金、固定收益基金、房地...
...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...
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...
