HKD 20k - HKD 45k per month
Job Description ：
Implement business plans to achieve preset monthly, quarterly, and yearly sales targets and objective.
Generate new personal or corporate business for the company.
Identify customers' needs and match needs with appropriate products and service...
HKD 15k - HKD 45k per month
...n of the largest number of Million Table Members and Premier Advisors, along with Super MDRT District and Super Premier Advisor Di... ...ct.
We regularly host the Challenge Academy and Challenge Wealth Management Programme (CWMP) to develop the professional core competenci...
...ng and executing sales and marketing strategies for holistic wealth management services;
Provide updated financial market information, p... ...ith more experiences will be considered as Senior Investment Advisor
We offer a competitive remuneration package to the right ...
...ds, PE funds and structured products etc.
Assist clients on wealth planning and preservation through various tools and services. ... ...bly having direct experiences in securities dealing and wealth management roles.
Master degree in relevant majors, preferably an MBA ...
... Review tactical and strategic plans for boosting sales revenue and achieve year end assigned target within regulatory framework
Manage sales force with the aim to achieve sales target performance
Comply with Hong Kong regulatory framework related insurance ordina...
...er professional to join our department as Associate Private Wealth Advisor .
Principal responsibilities:
Provide administrative ... ...with internal stakeholders.
Assist the team in post sales management if needed.
Assist the team to prepare periodic MI reports...
...ned to offer clients a wide range of services, including asset management, securities brokerage etc. To cope with our business expansion... ...Explore new business opportunities from Brokerage Business and Wealth Management to achieve department sales target;
Relationship...
...ussion forum to support sales and marketing programs
Risk Management
~To comply with all applicable money laundering prevention p... ...ns, guidelines and the Group Code of Conduct.
~Lead the CPBB Wealth Management to achieve the outcomes set out in the Bank’s Condu...
...e role involves providing high-end clients with a full range of wealth planning and investment product services, excellent customer se... ...nal service institutions such as trustees, legal firms, and tax advisors.
~Hold relevant SFC licenses for conducting Type 1 & Type 2 r...
..., 6 and 9 regulated activities, providing a full range of financial services including traditional stock and futures trading, wealth management, investment banking services and asset management services.
We are looking for a Managing Director, Wealth Management to j...
...acancies, please visit our website at
Job No.: 494000
Employment Type: Full time
Departments: Personal Banking and Wealth Management Department
Job Functions: Business Development, Customer Service, Relationship Management
Responsibilities
~Champion...
...in Japanese is highly desirable. Candidates with more experience will be considered for the Manager position, while those with less experience will be considered for the Advisor position. Excellent opportunity to work with one of the leading international law firms in ...
...you can be your true and authentic self, like at home.
Job Purpose:
To provide excellent service to satisfy customer’s wealth management needs and solicit wealth business through non-face-to-face channels.
Main Responsibilities:
~Meet / exceed sales target ...
...relationships and explore business opportunities within the high net worth segment in Northern China
Promote full range of wealth management products and services to high-net-worth customers
Understand customers' wealth management needs and formulate appropriate ...
Main Responsibilities:
# Provide effective support to the sales and products teams
# Provide professional service to clients
# Assist in handling client account opening
# Perform documents checking to ensure all trade transactions are in compliance with internal...
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...
...rivate banking centre in Hong Kong. With extensive network across the city, Bank of Communications (Hong Kong) has set up 37 wealth management service centres in its outlets that offer BComBEST customers a full range of professional banking services to address their n...
Responsibilities:
Provide support for investment product transactions.
Provide market update and product solution to internal clients.
Assist in developing new products in response to the needs of clients.
Assist in projects like operational flow design an...
...outgoing with good interpersonal skills.
•Determined and eager to pursue a better lifestyle
•Passionate in private client wealth management service sector
•Mature, self-motivated and a good team player
•PRC candidate, IANG 操流利普通話者優先 (歡迎國內交流生)
We offers:
...
...ort the business strategies, goals and initiatives.
Job Description:
Provide dedicated administrative support to the Sales Management Team.
Assist with scheduling, calendar management, and coordination of meetings and appointments.
Handle phone calls, email...
...ng Kong prides itself on its premier services and professional integrity.
Working with the Senior Managers, Interns will acquire knowledge in the field of Wealth Management (composed of Risk Management, Investment Management, Saving Management and Retirement Manag...
...ur true and authentic self, like at home.
Reporting to Senior Manager, Customer Value Managament, you will be responsible for custome... ...il banking
~Knowledge and practical experience in Segment and Wealth Management analysis, campaign management and MIS reports
~Goo...
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...
AXA安盛
全球No. 1 保險品牌(連續 10 年)
全球最大保險公司
AXA是財富保障及管理服務之世界翹楚，同時在香港為超過100萬名港澳及國內同胞客提供經濟保障及財富管理服務，為客戶不同人生階段的需要預備各類理財方案 。
什麼選擇我們成為合作夥伴
我們是一群實幹團隊，重視團隊每一份子的成長，用心聆聽及因材施教，務求以專業、以人爲本的態度，以嶄新的管理系統，排除辦公室政治，專注輔導隊員達到各自心中目標，我們擁有不同年資的MDRT 會員, 現誠邀你加入我們的團隊，如果你願意嘗試，我們會毫不保留地協助...
Asset & Wealth Management, Private Wealth Advisor, Vice President - Hong Kong
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management...
...vacancies, please visit our website at
Job No.: 498353
Employment Type: Full time
Departments: Personal Banking and Wealth Management Department
Job Functions: Relationship Management
Relationship Manager, Private Wealth
Responsibilities
~Champion ...
..., finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets,... .... This is what #LifeAtBNYMellon is all about.
As a leading wealth manager, BNY Mellon Wealth Management is focused on helping su...
Job Description:
Work closely with Relationship Managers to provide assistance in client management and services
Act as the prim... ...n, communication skills and problem solving skills
~ Previous wealth management experience preferred
Preferred Qualifications:...
...applications to the following position:
Job Responsibilities:
~Responsible for reviewing policy and procedure within the Wealth Management Department
~Ensure internal control standards and carry out necessary remediation
~Prepare the summary reports in the sub...
AXA安盛
全球No. 1 保險品牌(連續 10 年)
全球最大保險公司
AXA是財富保障及管理服務之世界翹楚，同時在香港為超過100萬名港澳及國內同胞客提供經濟保障及財富管理服務，為客戶不同人生階段的需要預備各類理財方案 。
彈性工作時間，掌控自己人生節奏，歡迎各位斜桿族加入
工作機遇：
完善在職培訓： 免費持續進修，包括香港職歷架構認可的證書課程及各項專業資格考試費用。
師徒制 : 由各個本港百萬圓桌會成員（MDRT）／MDRT超級會員 ( COT ，年薪為MDRT的三倍)／頂尖...