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- ...c systemically important banks (D-SIBs) in Hong Kong. Currently, ICBC (Asia) has 52 retail outlets (including 27 “Elite Club” Wealth Management Centres) in Hong Kong. It is engaged in commercial banking, investment banking and other financial services, including those ...
- ...c systemically important banks (D-SIBs) in Hong Kong. Currently, ICBC (Asia) has 52 retail outlets (including 27 “Elite Club” Wealth Management Centres) in Hong Kong. It is engaged in commercial banking, investment banking and other financial services, including those ...
- Job Duty 學歷要求：學士學位； 香港公開試五門合格（中英數），業務能力突出者也可考慮 發展並將適當的業務流程整合進客戶服務工作流程中 建立並管理與客戶的關係 積極探索新的商機，提供服務以滿足客戶的需求 分析並定制財富管理方案，以最佳方式符合客戶的需求
- Job Description Product Life-cycle Management Oversee new products development life-cycle (e.g., fixed income, quantita... ...FRM/CFP is preferred Minimum 3 years’ experience in banking wealth management subsidiaries/ asset management roles, with leading ...
- Responsibilities: Manage relationship with clients and understand their wealth management needs Provide clients with professional wealth management solutions Provide clients with detailed information on various financial products Handle and follow up client...
- 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...
- 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 ...
- ...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...
- Company Overview Huaan Securities (Hong Kong) Financial Holding Limited is a wholly owned subsidiary of Huaan Securities Co., Ltd. and established with strong connections and business opportunities. To cope with our business expansion, we are now looking for hi...
- ...s. Job Summary As a Senior Lending Advisor in our Hong Kong team, you will serve as... ...client, new business generation and risk management Underwrite and execute both loan and ... ... Investors, Fiduciary Administrators and Wealth Advisors Required Qualifications, Cap...
- What we provide? Full licensing training Client lead generation support Cutting-edge financial planning tools Responsibilities Conducting in-depth financial needs analysis for individuals and families Developing customized financial strategies covering...
- ...scription Private Banking is involved with every facet of wealth management, including investments, wealth structuring, philanthropy, li... ...te banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the...
- Job Duty Unlimited Income Potential True Work-Life Balance Elite MDRT Training Programme
- 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...
- ...t J.P Morgan to deeply understand the advisor workflow and design end-to-end journeys ... ...als globally. As an Associate Product Manager in the IPB DDT Team, you will lead the e... ...ncial services and/or with experience in wealth management, asset management, digital ba...
- ... Degree holder or above in related discipline Minimum 3 - 5 years of experiences in business compliance, preferably from Wealth Management or private banking Good knowledge of SFC/HKMA regulations, with preference given to candidates who are current license hol...
- ...y develop new client resources, establish and maintain a long-term relationship with new clients; - Introduce comprehensive wealth management solutions to meet clients' needs - Perform other service-related duties assigned by the Branch Manager - Adhering to loca...
- ...perienced finance professionals differentiate our innovative products and services in asset management, corporate finance, equity and debt capital markets, securities and wealth management. As part of CITIC Securities (SSE: 600030, SEHK: 6030), China’s leading inves...
- ...g Kong, one of the major financial hubs in the world, AMG FINANCIAL GROUP has grown to become one of the leading providers of wealth management and financial advisory services in the Region. Throughout the years, AMG FINANCIAL GROUP has developed a global strategic ...
- ...ied individuals to join us. Responsibilities: Develop and manage portfolio for high-net-worth clients (i.e. equities, future con... ...r premium investment services to clients Acquire new private wealth clients and explore new business opportunities in Hong Kong, Ma...
