...gy. We are one of the world's top asset management and banking firms that manages trillion... ...NYMellon is all about.
As a leading wealth manager, BNY Mellon Wealth Management i... ...ture team member for the role of Senior Associate, Wealth Manager to join our Wealth Mana...
Job Highlight
Wealth Management Clients Relationship Management
Minimum 2 years wealth management or clients relationship working experience
SFC license holder
Job Responsibilities
Strengthen the relationships with the existing individual/enterpris...
...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...
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 ...
...ovide better support to our broad client base.
Role Responsibilities
This role is a member of the Wealth Proposition & Solutions team within HK Wealth Management, focusing on driving digital sales and marketing campaigns end to end, devising ways to commercialize ...
...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...
...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...
...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...
...consumer brands, as well as high profile private banks & asset management; private equity & CIBM. Our business philosophy is rooted in t... ...am, and our local community.
Representing multiple European Wealth Management Banking Groups to search for the captioned credit r...
...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...
...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...
..., 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...
...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 ...
... 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...
...ment Type: Full time
Departments: Personal Banking and Wealth Management Department
Job Functions: Relationship Management
Rel... ...ses only. It might also be disclosed to our subsidiaries or Associated Companies to process the information for appointment. Appli...
... 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...
...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...
...ing a high caliber professional to join our department as Associate Private Wealth Advisor .
Principal responsibilities:
Provide admin... ...th internal stakeholders.
Assist the team in post sales management if needed.
Assist the team to prepare periodic MI repor...
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...
...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...
...g comprehensive financial, asset & risk management services to High Net Worth individuals ... ...ng: provide you a good understanding of Wealth Management core business and structure,... ...ly acclaimed Million Dollar Round Table association
Opportunity to explore PRC business ...
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...
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...
...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...
...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...
The role involves providing high-end clients with a full range of wealth planning and investment product services, excellent customer service, and conducting marketing activities.
Key Areas of Responsibilities:
~Act as a RM, providing high-end clients with a compre...
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...
...it
Job Functions: Accounting, Asset Management, Audit, Quality Assurance, Risk Managem... ...dit engagements in Personal Banking and Wealth Management sector from planning, risk a... ...lso be disclosed to our subsidiaries or Associated Companies to process the information fo...
...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...