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- Business Planner - Private Banking Responsibilities: Develop goals, objectives and plan for financials in terms of P&L that ... ...e; At least 8 years of work experience in private banking or wealth management, with experience in business planning, strategy, fin...
- ...hly preferred) Current SFC Type 9 licensed person; Holder with CFA/FRM/CFP is preferred Minimum 3 years’ experience in banking wealth management subsidiaries/ asset management roles, with leading experience in designing products exceeding RMB 1 billion in scale ...
- ...40 million customers worldwide through three global businesses: Wealth and Personal Banking, Commercial Banking, Global Banking & Mark... ...equirements Chartered Financial Analyst, Certified Financial Planner, Certified Financial Management Planner, Financial Risk Manager...
- ... any disciplines, preferably major in Business Administration, Accounting, Finance or Economics; ~1-2 years of sales experience in wealth products; ~ Possess recognized insurance and securities licenses; ~ Relevant Enhanced Competency Framework (ECF) qualification ...
- ...omestic systemically important banks (D-SIBs) in Hong Kong. Currently, ICBC (Asia) has 52 retail outlets (including 27 “Elite Club” Wealth Management Centres) in Hong Kong. It is engaged in commercial banking, investment banking and other financial services, including t...
- ...ents: Degree holder or above in related discipline Minimum 3 - 5 years of experiences in business compliance, preferably from Wealth Management or private banking Good knowledge of SFC/HKMA regulations, with preference given to candidates who are current licens...
- ...omestic systemically important banks (D-SIBs) in Hong Kong. Currently, ICBC (Asia) has 52 retail outlets (including 27 “Elite Club” Wealth Management Centres) in Hong Kong. It is engaged in commercial banking, investment banking and other financial services, including t...
- ...40 million customers worldwide through three global businesses: Wealth and Personal Banking, Commercial Banking, Global Banking & Mark... ...fessional Development (CPD) requirements Certified Financial Planner or Certified Financial Marketing Professional accreditation or ...
- ..., network and security. We are searching on behalf of a Major Bank for Business Analyst / Senior Business Analyst to work on Wealth Management System Project. Responsibilities: Act as the key interface between business users and technical developers Per...
- US Markets and Economic Knowledge:Established track record of over 10 years in setting investment strategies: geographical, sector, and asset class allocation for key global markets, including US and China. Lead in ideas generation and development, including thematic r...
- ...s, as well as other OTC products) Provide investment advice and offer premium investment services to clients Acquire new private wealth clients and explore new business opportunities in Hong Kong, Mainland China and other global countries Requirements::Holder of SFC...