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- &##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 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 ...
- ...hnology to help organisations solve workforce challenges, unlock potential, and stay ahead of change. From recruitment and talent management to workforce strategy and advisory, our collaborative approach puts your goals at the centre. In 2025, we came together under ...
- 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...
- ...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 ...
- ... 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...
- Job Duty 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 accura...
- 工作職責 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) -------------------------------------------------------...
- ...le 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 thro...
- ...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...
- ... 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...
- ...e you ready to shape the future of asset management? Join a team where your ideas and expert... ... About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading inv... .... Asset Management provides individuals, advisors and institutions with strategies and exp...
- 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。。...
- ...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...
- ...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...
- 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...
- ...escription The Asia Client Onboarding Management team is responsible for project managing... ... (onboarding) in partnership with Client Advisors, Client Service teams and Compliance tea... ...nagement or relevant Investment Banking, Wealth Management experience. • Ability to id...
- ...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 ...
- ...o build for the long term Job Summary As the Assistant Manager for CMU Onboarding within our SME Banking division, you will pl... ...s. Evaluate the quality and legitimacy of clients' Source of Wealth documentation to meet onboarding criteria. Conduct comprehen...
- ...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...
- ... 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...
- ...ices enhancement and competitive cost; l Strong knowledge in import/export documentations, L/C negotiation, forward/supplier’s management; l Keep updated information on import and export regulations, policies and duties; l Identify shipping shortfalls and provi...
- ...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...
- Responsibilities Provide project management services for all kinds of IT projects, with more focus on application system implementation projects Lead project team, communicate with customers throughout the project Responsible in project deliverables and quali...
- ...n a defined account list; Generate ideas and package solutions for sales pitches, deeply rooted in storytelling and insights; Manage the project to ensure execution to completion and client’s needs are met; Achieve revenue target assigned. Requirements: ...
- ...versified enterprise with various investments in multiple industrial sectors. Currently we are looking for an experienced Finance Manager specializing in Securities to join our expanding team. Responsibilities: Lead and coach a small team of Finance; Mana...
- Job Duty &##127775; 【想實現財務自由嗎?想闖出屬於自己嘅一片天空嗎？】&##127775; &##128204;工作內容： - 客戶需求分析與方案設計 - 提供專業的諮詢與服務 - 持續維護客戶關係，打造長期合作 &##128204;我們提供： - 提供無上限的薪酬與獎金 (只要你做到，財富自由不是夢) - 完善嘅培訓(包括:團體式同一對一嘅培訓) - 靈活嘅工作時間同正到你唔信嘅團隊氛圍 &##128204;入職要求： - 中五或以上學歷(會考/DSE 5科合格，包括中﹑英﹑數) -...
- The role: As a Account Manager at PAX Payment Solutions Hong Kong Limited, you will be responsible for driving sales and building strong relationships with key accounts across the region. This full-time position is based in Kwun Tong, offering the opportunity to c...