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- Job Duty 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 famil...
- ...ducting financial needs analysis Analyze and provide total package of financial services planning Provide comprehensive wealth management services to clients from Hong Kong and China market, including: 1. Risk Management 2. Retirement Planning 3. Asset Allocation...
- 工作職責 -Participate in clients meeting, -Ensuring effective execution of promotional campaigns and product display, -Acting as the primary point of contact for existing and potential clients
- Wealth Management Manager HK $25K-40K/月 高級文憑或副學士 不限經驗 需要香港工作許可 全職 (9.0 小時/天, 5 天/週) 觀塘 工作內容 入職要求 : 過往5年內完成大專或以上的畢業生或有本地保險公司銷售經驗之人士 通過 IIQE 卷一及卷三考試 對金融業/ 財策事業有興趣 誠實具責任心，具創業精神 良好人際溝通技巧及表達能力 工作範圍 : 學習財富管理方式及如何替客戶計劃理財方案 協助及嘗試...
- Our client is a reputable Singapore bank. They are seeking for an Officer to support their daily operation. Responsibilities: Perform and provide quality back-office processing of Equity or investment products, notes and bonds services to customers according to ...
- &##128197;工作性質: -為客戶提供完善並專業的資產理財配置管理、產品銷售（包括儲蓄、退休、全球基金投資及人壽保險等）、有關咨詢及售後服務 -了解客戶需求，提供個人化的財務方案 -協助客戶實踐財富規劃，包括風險管理、資產傳承等 -提供專業意見，到位服務，建立個人品牌，達至擴展網絡領域 -建立及管理財富管理團隊 團體管理 -擬定市場策略 -建立及管理專業理財策劃團隊 &##128197;薪金福利 -享有每月花紅，年終花紅 -每年2次長途, 4-6次短途免費旅行 -享有醫療褔利 -享...
- What we provide? Full licensing training Client lead generation support Cutting-edgr financial planning tools Employee pension Medical insurance Commission pay Performance bonus Yearly bonus Responsibilities Conducting in-depth financial ne...
- 工作職責 Job post Descriptions 職位描述 ✪Provide comprehensive wealth management advice to High-Net-Worth individuals (i.e, professionals doctors, lawyers, corporate clients) to anyone in your neighbourhood (i.e, couriers, cleaners) ✪為身邊所有人提供全面的財富管理建議不只是高淨值個人和企業客戶，上至律師醫生等...
- ... and sophistication in digital campaigns, we seek a seasoned Director to lead the strategic performance, tracking, and management of our digital wealth campaigns and engagement journeys of our WRB clients. This role ensures that all efforts are fully aligned with busine...
- 工作職責 工作職責 Job Responsibilities 1. Greet and assist customers in the service department, providing a friendly and professional experience. 2. Listen to customer concerns and document their vehicle's issues or maintenance requirements accurately. 3. Provide accurate c...
- ...e good in others, and work collectively to build for the long term JOB SUMMARY Oversee the development and management of FX, Equities and Wealth Lending Solution tailored for Retail Banking clients, ensuring alignment with broader business strategies, enhancin...
- ...h responsibility for supporting the tax advisory team providing advice to the Asset Management and Global Equities and Prime Finance business in Asia. As an Asia Regional Tax Advisor for Asset Management, Global Equities and Prime Finance, Vice President within the ...
- ...ble on Industry Standards Applies Previous Experiences to Add Value to a Growing Sector of Insurance Advisor Services Gains Exposure to Every Facet of Wealth Management, Liquidity Management and Relationship Management Learns Team Management and Sales Management throu...
- Job Duty INITIAL 全職員工福利 &##128176;&##128176; &##128204;有薪年假 最高可達 19日、生日假 等 &##128204;每月員工購物優惠 免費員工服飾及髮型津貼 &##128204;良好晉升機會 表現優秀同事可於一年內晉升 &##128204;專業職前及在職培訓 &##128204;醫療保險 (門診、住院、中醫、跌打、牙科) ---------------------------------------------------...
- ... we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term Job Summary ~ Manage The CDD Review progress with the specialised skills of coordinating frontline and CDD Ops team to manage the approving CDD progress...
- Job Duty 如果你是。。。 • 本科學歷及以上，不限專業，或擁有其他同等學歷 • 歡迎從零售、酒店、航空、銀行等行業轉業人士 • 擅於溝通交流、懂銷售技巧、能根據客戶的需求提供解決方案 您想事業發展。。。 • 收入付出成正比，不受環境影響 • 被動收入的機制 ( 續保收入，團隊收入等等） • 由此實現財務自由 • Work Life Balance • 打造屬於自己的事業，真正工作自主 • 一邊工作，一邊廣闊社交圈子，工作生活化 • 透過開拓客戶及建立團隊挑戰自己，得到個人內在成長 您的工作是。。...
- 工作職責 如果你: • 有活力、主動積極、具責任感, 具團隊精神 • 擁有良好溝通及銷售技巧 • 能操流利粵語, 簡單英語及普通話 • 能應付一般電腦操作 樂意從事: • 店舖日常運作 • 銷售產品, 整理貨存 • 為顧客提供專業建議, 協助顧客選擇合適產品 我們歡迎無零售經驗但樂於學習的你加入, Triumph 一向以人為本, 除了提供專業培訓予同事, 我們亦會提供以下福利: 1. 保證雙糧 2. 保證佣金 3. 膳食津貼 4. 服飾津貼 5. 新人獎金 $5,000 6. 全面醫療保險 (包括西醫,中醫, 住院) 7. 牙...
- ...rs' needs. For more information, visit Job Descriptions Manage monthly, year-end financial closing processes Prepare group ... ...recasts and treasury operations Liaise with auditors and tax advisors to ensure regulatory compliance Identify inefficiencies in e...
- ...nd work collectively to build for the long term Job Summary As a Manager in Client Experience, you'll be responsible for handling written and verbal complaints for Retail Banking, Wealth Management Product About our Wealth and Retail Banking business We ...
- ...lites: ~ Partnering with Fiduciary and Fund Services product management to define functional and product strategy and selecting best p... ... Calculating and disbursing payments of fees to the investment advisor, custodian, administrator and other service providers, Reviewi...
- Principal duties: Oversee the preparation of management reports and financial analyses for the Family Office’s investment and prope... ...iance in Hong Kong and international markets, working with tax advisors. Manage insurance matters for the property portfolio, inclu...
- ...ssessing and evaluating customer’s creditworthiness (including existing customer and new application) for Retail mortgage and wealth management products Manage the daily operations of the Credit Initiation units (Secured Lending) to ensure services rendered meet the...
- ...B SUMMARY The role’s principal responsibility is to actively manage and maintain a strong level of satisfaction among the most impo... ...business referrals to work alongside with Sales Be a trusted advisor to the client based on current and future needs to continue to ...
- ... Key Accounts in both BCO & IFF segments · Develop a trusted advisor relationship with key accounts stakeholders · Maintain regul... ...date on customer feedback and market intelligence to trade and management · Promote CMA CGM Value Added Service as per group strategy ...
- ...b Duty 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 seminars and marketing activities. Clients base provided. 待遇及福利 We Of...
- ... to individual investors and institutions, including financial advisors, hedge funds, and introducing brokers. With our advanced techn... ...hrough state-of-the-art technology. Job Title: Assistant Manager / Manager - Conduct & Compliance Assurance Location: Kwun T...
- ...the business performance and productivity of the team. Risk Management ~ Strengthen first line operational risk management by ensur... ...lations, guidelines and the Group Code of Conduct. Lead the Wealth Solutions to achieve the outcomes set out in the Bank’s Conduc...
- ...nds as a prestigious boutique consulting firm in the Health and Wealth Industry in 2022. GUM, as a MPF expert, pioneered in providing ... ...verview: The Senior Marketing Officer / Assistant Marketing Manager will take ownership of key marketing initiatives and be respon...
- ...ds as a prestigious boutique consulting firm in the Health and Wealth Industry in 2022. GUM, as a MPF expert, pioneered in providing... ...potential for excellence! Program Summary: The Relationship Management Trainee Program is an 18 - 24 months accelerated program which...
- ...term Job Summary ~ As a Standard Chartered Relationship Manager, you'll be responsible for managing and developing relationship... ...naging operational risk and regulatory requirements. About Wealth and Retail Banking ~ Wealth and Retail Banking (WRB) serves m...