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- Job Title: Associate, Wealth Planner Corporate Title: Associate Division: International Wealth Management Location: Hong Kong SFID: 10543 Nomura Overview Nomura is a global financial services group with an integrated network spanning over 30 cou...
- 工作職責 - Identify the needs of high-net-worth clients and provide comprehensive financial advice. - Offer risk management, wealth protection, investment, MPF, and retirement planning services. - Develop corporate solutions and employee benefits plans for corporate clie...
- Position Overview Details of the Division and Team: The candidate will work closely with DBWM HK RMs in providing wealth structuring advice / support to RMs and their clients in the following areas:- Trust and Legacy Planning Estate and wealth transfer (will...
- ...ident and health insurance, and offers retirement planning, and wealth management services. Are you a recent graduate with a passio... ...looking for motivated individuals to join our team as Financial Planners. Why Choose AIA? Special focus on investment and total wea...
- 財策新一代 / 專業創未來 工作範圍 為客戶提供一站式專業的理財策劃分析和方案 與客戶建立及維繫良好關係、開發及擴展客戶網路 推廣各類型保險、儲蓄及基金產品、MPF等 建立屬於自己的團隊 入職要求 中學畢業或同等學歷 樂於學習及接受挑戰、不甘平凡 具企業家精神態度 良好溝通技巧 待遇及福利 支援考保險牌並豁免考試費及牌照費 提供專業在職培訓並獲資歷架構承認 優厚佣金及花紅 專業發展及明確進升機會 彈性工作時間 表現優異者可獲邀出席公司海...
- Job Responsibilities: Master the latest financial planning knowledge and market information Provide comprehensive wealth management services to clients Analyze and design wealth portfolios that meet client needs Continuously monitor investment portfolios an...
- Excellent opportunity for supply planning experts for a global company. Client Details Our client is a leading innovator in the industry, dedicated to delivering high-quality, sustainable products that enhance everyday life. Their mission is to create solutions tha...
- ...0 with commission and year-end bonus Overseas learning experience Comprehensive training: provide you a good understanding of Wealth Management core business and structure, gain good insight of total client relationship management Fast track promotion to manage...
- ...product performance. Job Requirements: ~ Bachelor’s degree or equivalent experience required ~1-3 years’ experience as a Planner or equivalent ~ Flexible and adaptive to changing priorities ~ Able to organize and prioritize workload to meet deadlines ~ ...
- Job Duty 今時今日，擔任人生規劃師能為您和您身邊的人的生活帶來不同。您能制定合適您的人生目標，擁有屬於自己的事業，以靈活和創新思維來應對工作。您將會在工作與生活中找到平衡，邁向理想人生。 透過參加公司的內部培訓計劃，我們的人生規劃師將： 1. 與客戶聯繫及提供財富管理/保險計劃的需求 2. 提供專業建議，制定個性化的專業方案 3. 分析市場趨勢，提供最新資訊， 產品銷售及設計予客戶 4. 定期跟進客戶，確保保單符合需求 5. 電腦技能及外勤工作。 請將履歷表電郵至 [email protected] 以申請及安排面試. ...
- ...projects as required Requirements: Insurance Authority license holder a must Holder of SFC licenses, Certified Financial Planner or other relevant qualification an advantage Experience in insurance or financial services industry Sales oriented, positive...
- 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 。 財策新一代 / 專業創未來 工作範圍 為客戶提供一站式專業的理財策劃分析和方案 與客戶建立及維繫良好關係、開發及擴展客戶網路 推廣各類型保險、儲蓄及基金產品、MPF等 建立屬於自己的團隊 入職要求 中學畢業或同等學歷 樂於學習及接受挑戰...
- Our client is an esteemed International Wealth Management firm seeking an experienced and certified Independent Financial Advisor to join their team in Hong Kong. The selected candidate will be entrusted with providing specialized financial guidance to clients, ai...
- ...ers, increases consumer trust in the brand, and delivers better outcomes for all stakeholders.We are currently looking for aSenior Planner to join us. In this role, you will be responsible as a supporting role in delivering integrated planning recommendations and ensur...
- ...ties ＞Provide professional financial services to our clients, including risk management, health protection, retirement planning and wealth accumulation ＞Managing the total wealth of clients by matching our financial and investment solutions to fulfill their 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 -...
- Join us & Be eCommerce Innovators Are you looking to be part of revolutionizing online shopping behaviour and experience? We are a well-esteemed eCommcere company that operates multiple eCommerce websites internationally. We are now looking for potential talent to hel...
- Whatever you're looking for, we've got it. STYLEVANA is a one stop online shop to purchase the trendiest Asian fashion and beauty products. At STYLEVANA we are fashion and beauty enthusiasts. We are dedicated in discovering and sourcing Asian fashion and beauty p...
- 工作職責 崗位職責： 開發新客戶，維護現有客戶關係，提供專業的方案。 了解客戶需求，為其量身定制產品。 定期回訪客戶，提供保單服務及理賠協助。 參加公司培訓，提升專業知識與銷售技巧。 資格要求： 1.學歷要求：適合DSE 5科合格、大學應屆畢業生、研究生、高才通、優才、IANG及受養人簽證持有者（無需有金融相關經驗)。 2.個人特質：具備良好的學習能力、自我驅動，和強烈的服務意識，能夠在壓力下工作。 3.溝通能力：擁有優秀的口頭及書面表達能力，能夠有效地與客戶進行交流。 有意者請附個人簡歴電郵至 [email protecte...
- ...ls ~University graduate, holder of IA/SFC license regulated activity is preferred Related IFA experience may considered as Senior Wealth Management Consultant We offer: ~Multi-income from a full range of financial products including insurance and securities ~...
- Job No. : 499612 Employment Type: Full time Departments : Economics & Strategic Planning Department Job Functions : Business Development Responsibilities: Monitoring the implementation of RMB related strategies Conduct independent policies / market da...
- Main Duties ~ Work closely with different parties to prepare and execute vessel operations plans ~ Maximize usage of equipment resources and ensure smooth terminal traffic through tight monitoring ~ Maintain good communication with superiors and operations teams ...
- Hongkong International Terminals Limited (HIT) is one of the leading container terminals in Hong Kong. With a strong emphasis on productivity and efficiency, HIT is committed to the development and implementation of forward-looking, service-enhancing technology. HIT...
- Explaining and selling service plan to client Answering client's enquires Handling daily operation works and paperwork of client Maintaining relationship and enhancing satisfactions with current and potential customers Organizing and supporting customer reg...
- ...Job Description: Financial product research: insurance, fund, ETF, securities, crypto-related product and etc. Participate in wealth management solution planning and designing. Supportive work for other relevant projects. Any other administrative duties as a...
- ...e professional financial services including protection, MPF and wealth management products to individual Clients - Provide group and p... ...erial position - Group Life and Medical Benefits - Applicants with relevant experience will be appointed as Senior Financial Planner
- ...etic, 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 offer...
- 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 Management) , financial senses, and various investment tools through this internship...
- ... 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 Management) , financial senses, an...
- Job No.: 494000 Employment Type: Full time Departments: Personal Banking and Wealth Management Department Job Functions: Business Development, Customer Service, Relationship Management Responsibilities Champion the one-stop personal banking services at ...