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- ...ti licenses in banking, insurance, securities, trust and asset management sectors. Serving customers with whole-hearted, the Bank provid... ...ng portfolio of high net worth customers by providing tailored wealth management solutions Actively explore and identify business...
- Responsibilities 1. Develop and identify potential clients, providing professional financial planning services and solutions, including life insurance, financial planning, children's education planning, etc. 2. Identify the market trend and client needs, and organ...
- ...K) Ltd, Phillip Commodities (HK) Ltd, Phillip Capital Management (HK) Ltd, Phillip Financial Advisors (HK) Ltd, Phillip Finance (HK) Ltd, Phillip Institute... ...ge or seeking to change fields of jobs to join our Wealth Management Dealing Team in a staff position . W...
- The Job: Handle client onboarding and new account opening; Perform periodic review/ trigger event; Ensure the quality of KYC documentation complies with internal policies and regulatory requirements; Coordinate with the Front Office to prioritize account re...
- 岗位职责： 1、主动开发高净值客户和企业客户，建立并维护长期稳定的客户关系； 2、维护挖掘存量客户的潜在需求，为客户提供全方位的资产配置与财富管理服务； 3、开展客户营销、产品销售等工作，完成公司下达的绩效考核指标； 4、挖掘新业务机会， 如证券期货交易，孖展融资，股票期权，配售业务等； 5、完成公司安排的其他工作。 任职要求： 1、全日制本科及以上学历，经济、金融、会计、管理、法律、市场营销、数学、计算机、统计等相关专业优先； 2、具有香港证监会相关牌照或资格者优先，持有CFA、CFP、FRM等国际专业资格证...
- ..., driven candidate to join our team. Job Summary: As a Wealth Management, UHNW Banker, Vice President for the Hong Kong market at JP ... ...te banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the...
- ...pany in Hong Kong. They are seeking a (senior)product officer to support the wealth products development team. This role supports the end-to-end development and enhancement of wealth management products tailored for the insurance market. You will work closely with cross...
- Our client is a leading private cord blood bank and they are currently looking for a Sales Consultant. Key responsibilities Manage a sales territory to meet sales goals and expand market share Prepare sales forecast, territory account plan Establish and mai...
- Job Description J.P. Morgan Wealth Management is a global wealth management leader that delivers the highest quality advice, service, c... ...te banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the...
- ...sistently providing exceptional service across all facets of wealth management. Collaborate with investment specialists and internal par... ...s financial goals and risk appetite. Serve as a strategic advisor, offering clients actionable market insights, conducting por...
- ...ress and outcomes. Thought Leadership: Serve as a strategic advisor to the BD team and the wider Asia practice, contributing forwa... ...targeted client lists for BD and marketing efforts. Content Management: Prepare and manage content across product, industry, and prac...
- ...e suspicious transactions to JFIU Prepare reports to Senior Management, and Regulators; and Handle ad-hoc AML/CFT projects and dut... ...nce review and monitoring. Sound knowledge in Brokerage and Wealth Management. Experience in AML Compliance and Compliance Rev...
- ...ainable growth & development in the Recruitment Industry. An International Insurance Company, providing one-stop risk- and wealth-management services with her scope of business ranges from insurance, investment, and retirement to MPF. To cope with her business expan...
- ... SFC procedures. Act as a connector between clients, client advisors, and external entities, providing timely updates and communica... ...s, including organizing meetings, preparing documentation, and managing correspondence. Requirements: Bachelor's degree hold...
- Finance Manager We are supporting a multinational trading company in hiring a Finance Manager to join their regional finance tea... ...and monitor cash flow Liaise with external auditors and tax advisors Oversee AP/AR operations and ensure compliance Review an...
- ...xchange of Hong Kong in July 1993. We offer a comprehensive suite of financial services, including stock and futures trading, wealth management, investment banking, and asset management, catering to a diverse clientele in Hong Kong and beyond. We are now seeking candid...
- ...ation - MT program) Finance, Tax & Compliance : Develop and manage a global compliance plan covering financial reports, foreign ta... ...r with internal teams, overseas offices, auditors, and external advisors to ensure compliance with financial and tax regulations. Lead e...
- The Company Our client is a leading Wealth Management organization seeking a highly skilled Tax Manager to join their dynamic team. The ideal candidate will oversee tax compliance, planning, and reporting operations to ensure adherence to tax regulations across mul...
- ...rovide premium services to our customers to help growing their wealth, and to create values and deliver returns to our stakeholders ... ...ries from regulatory bodies and compile periodical reports for management, steer for ad hoc compliance project or investigation when req...
- ...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...
- ...ful impact? Join a global NGO committed to humanitarian missions as our Senior Finance Manager in Hong Kong. The Role Oversee and manage external partners (legal advisors, auditors, bankers, vendors), lead strategic financial projects, and implement organiz...
- ...Responsibilities 1. Workforce Administration & Compliance Manage employee lifecycle processes and maintain accurate HR records ... ...cruitment, learning, and employee relations Act as a trusted advisor on HR policies and best practices Key Requirements ~ D...
- ...ore. About Role The Business Development Manager will be based in the Hong Kong office and will play a central ... ...-facing professional with strong technical knowledge of private wealth and offshore corporate structures. Key Responsibil...
- ...obil Corporation is the world’s largest publicly traded international oil and gas company. Looking for Good Motivative Account Manager Key responsibilities: · Promote ESSO commercial vehicles ‘Fuels Card’ to corporate clients (B2B) · Maintain professional re...
- ...ciliation with the custodian bank and fund administrator, review NAV calculation results Responsible for daily fund operations management, account opening, investor subscriptions and redemptions and KYC Maintain client & transaction records, products information, ...
- ...garding safety issues and licenses. Review safety documents, including manuals, rules, and standard forms; prepare reports for management. Deliver safety training courses and conduct drills. Perform any other assigned duties Requirements ~ Bachelor’s d...
- ...ng methods and frameworks, including product innovation in green finance business, ESG business, and the integrated green finance management platform Qualifications: ~ Bachelor's degree in Finance, Economics, Environmental Science, Sustainable Development ...
- Job Responsibilities: Treasury Execute payments for fine art transactions Manage cash positions, liquidity, and interest income strategies Execute FX trades Maintain relationships with banking partners Accounting Oversee Hong Kong financial reco...
- Job Responsibilities: Manufacturing Cost Control & Financial Analysis Manage product costing, standard costing, and variance analysis across all production sites. Establish cost accounting processes for new facilities. Develop financial plans and cost for...
- ...medicine pharmaceutical company is looking for a qualified candidate to join our team. Responsibilities 1. Experienced Sales Manager with a background in traditional Chinese medicine or health supplements, responsible for managing a sales team. 2. Proven sales ...