HKD 120k /月
..., along with Super MDRT District and Super Premier Advisor District.
We regularly host the Challenge Academy and Challenge Wealth Management Programme (CWMP) to develop the professional core competencies of our colleagues.
We make good use of technology resources...
Business Function
Risk Management Group (RMG) is responsible for the development and maintenance of risk management and internal con... ...t documentation preparation is preferred
~ Good knowledge in wealth management products
~ Strong analytical power, good problem ...
...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...
...ment Type: Full time
Departments: Personal Banking and Wealth Management Department
Job Functions: Business Development, Custome... ...ses only. It might also be disclosed to our subsidiaries or Associated Companies to process the information for appointment. Appli...
... needs, develop appropriate investment strategies, and actively manage current HNW/UHNW clients' portfolios.
Collaborate closely ... ...h as private banks, brokers, insurance firms, and other private wealth management service providers, to offer clients professional ass...
...ucture through a strategic focus on productivity, quality & control, technology, people capability and innovation. In Group T&O, we manage the majority of the Bank's operational processes and inspire to delight our business partners through our multiple banking delivery...
..., 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...
Our Business
Manulife provides financial advice, insurance, as well as wealth and asset management solutions to help people make their decisions easier and lives better, and to ensure they are well-protected.
Our History
For over 120 years, Manulife has be...
At least 5 years of experiences in private wealth management business or related field
Sound knowledge in financial investment, trust, insurance, tax advice, and portfolio management
Have good networking and client relationship to bring in the assets
Be able ...
...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...
HKD 18k - HKD 38k /月
...
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 semiars and marketitng activities. Clients base provided.
待遇及福利 ...
...to pursue a better lifestyle
•Passionate in private client wealth management service sector
•Mature, self-motivated and a good team pla... ...rack program to management level
•Promising career path to Associate Director / Director of Wealth Management
•Overseas learnin...
...its Hong Kong office. We invite applications to the following position:
Job Responsibilities:
~Provide the full suite of wealth management and banking services to clients
~Explore and develop long-term banking relationships with clients
~Monitor clients’ portf...
...n
Holder of IA/MPF/SFC licenses, Certified Financial Planner, or other relevant qualification is an advantage
Extensive wealth management knowledge and personal exposure in Greater China regions will definitely be a plus
Experience in a strategic and financial...
... Hong Kong office. We invite applications to the following position:
Job Responsibilities:
~Provides support for Relationship Manager including order execution, business development, maintain quality relationship with clients and daily administrative tasks compreh...
... that will broaden your expertise across different facets of wealth management.
You will partner with senior professionals in curating... ... of relevant full-time working experience may be offered the Associate level.
•Highly motivated with good interpersonal and com...
...roduct training and guidance to staffs
5.Work with L&C, Risk Management, Operations, and IT in WM business operations
6.Coordinate m... ...ciplines
2.Minimum 2 year working experience, candidate with wealth management operation or sales experience is highly preferred
...
...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...
... and services offered by the Bank.
We are currently seeking a high caliber marketing professional to join us as Assistant Manager in Wealth Management Marketing Department.
Principal Responsibilities
Assist in various Marketing & Business initiatives and insu...
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 。
積極主動，对人生有熱誠盼望，
獨立工作時，具自我驱动力、管理力、抗压力
喜歡溝通，尋求助人的事業
AXA 安盛 為財富管理經理提供專業培訓，替客人度身訂造最合適的計劃及服務，包括人壽保險、儲蓄、投資及退休計劃。加入我們，與團隊一起發展客戶網絡以開創成功商機，繼...
...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...
...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...
... its Hong Kong office. We invite applications to the following position:
Job Responsibilities:
~Responsible for planning Wealth Management Department credit risk policies and procedures, credit approval and credit risk analysis
~Responsible for planning counterp...
...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...
...roup, all across ASEAN and Greater China.
For your personal wealth and business, rely on our deep local knowledge, to seize timely... ...s Top 50 Safest Banks by Global Finance and has been named Best Managed Bank in Singapore by The Asian Banker.
OCBC is the second l...
...ncial advice to clients. The job duties associated with this role may be expected to inclu... ...ured products etc.
Assist clients on wealth planning and preservation through vario... ...iences in securities dealing and wealth management roles.
Master degree in relevant maj...
..., 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 Sales Team Head,, Wealth Management to jo...
...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 ...
...focusing to provide services for recruiting candidates, serving multinational and local companies in Greater China region.
Wealth Management Sales Manager/Director
Our client is a medium Group company with financial services and other diversified business in Grea...
Job Duties:
# Assist the Head of Wealth Management to oversee the Wealth Management front line business management.
# Keep track of the use of capital resources, balance sheet items and progress on KPI. Analysis and advice WM Management on any potential problem fo...