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- ... 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 ...
- ...ue to a Growing Sector of Insurance Advisor Services Learns Team Management and Sales Management through Utilizing the Full Capabilities of the Organization Gains Exposure to Every Facet of Wealth Management, Liquidity Management and Ongoing Relationship Managemen...
- ...t financial performance including identifying opportunities and gaps, and developing business strategies Familiar with the wealth management products, customer needs and competitor landscape e.g. stocks, derivatives, funds, alternative funds, bonds, structured produ...
- Responsibilities: Manage relationship with clients and understand their wealth management needs Provide clients with professional wealth management solutions Provide clients with detailed information on various financial products Handle and follow up client...
- About Yulan Group With our two unique properties—the Arca and the Figo in Hong Kong, we invite you to share in this adventure and make a lasting impact. As a vibrant community driven by a passion for authentic hospitality, we focus on rewriting the rules with a fres...
- 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 ...
- Responsibilities: Support investment managers throughout the whole investment life cycle (i.e., Sourcing, execution, as well as post-investment management) on transactions covering diverse asset class (i.e., traded securities, mezzanine financing, secondary private...
- Reasonable Software House Limited 思齊軟件有限公司 Programme details Our management trainee programme is a fast track training programme to advance your career to be our future management team and leader. To develop the trainees’ functional competence and to streng...
- ... as a prestigious boutique consulting firm in the Health and Wealth Industry in 2022. GUM, as a MPF expert, pioneered in providi... ...tential for excellence! Program Summary: The Relationship Management Trainee Program is an 18 - 24 months accelerated program which enabl...
- What we provide? Full licensing training Client lead generation support Cutting-edge financial planning tools Responsibilities Conducting in-depth financial needs analysis for individuals and families Developing customized financial strategies covering...
- ...rities (HK) Ltd, Phillip Commodities (HK) Ltd, Phillip Capital Management (HK) Ltd, Phillip Financial Advisors (HK) Ltd, Phillip Finance... ...areer stage or seeking to change fields of jobs to join our Wealth Management Dealing Team in a staff position . We provide...
- 工作職責 Helping clients or companies with asset allocation, wealth management, investment, capital markets, etc. Please send your cv to [email protected]
- Responsibilities: Manage relationship and develop business with private wealth clients Provide professional services and recommendations on investment and trading Develop relationship with affiliated branches for business referral opportunities Roadshow ou...
- ...y develop new client resources, establish and maintain a long-term relationship with new clients; - Introduce comprehensive wealth management solutions to meet clients' needs - Perform other service-related duties assigned by the Branch Manager - Adhering to loca...
- ...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...
- ... responsibilities. Attend licensing courses of IIQE paper I and III (including courses and examinations). Interested in wealth management and financial planning. Good command in Cantonese, English and Putonghua. 職位要求: 具備良好的團隊合作精神、人際溝通能力和溝通能力,並具有高度的責任感。 ...
- ...ss your application more efficiently. 1A : 銷售營業經理 SALES MANAGER – BEERS, WINES & SPIRITS TEAM 1B : 銷售營業經理 SALES MANAGER –... ...erages would be a definite advantage ~ 3A : 銷售營業助理 SALES TRAINEE Job Responsibilities 1. To follow up on sales order pro...
- ...nglomerate with 3 major business segments: property & facility management services, city essential services and E&M services. General Se... ...t Manager) may take 1-3 years. Careers path of each individual trainee will very much depend on personal qualities and strengths ...
- ...provincial branches, 7 branches directly managed by the Head Office and 165 managed by pr... ...ernational expansion and specializing in wealth management”. Responsibilities: ~Pro... ... as Assistant Financial Services Manager Trainee During the trainee program, the trai...
- ...to work independently. Previous experience in the logistics or a related industry is an advantage but not mandatory. Management Trainee Job Responsibilities : Actively participate in business development initiatives and daily management tasks Prepare ...