Search Results: 10 vacancies
...Requirements:
University degree in Business Administration or a related discipline, or other relevant qualifications such as CFA, CFP or CFMP Passes in the HKSI licensing examinations Minimum 8 years' banking experience, with experience in promoting various wealth m...
...to solicit business referrals
Requirements:
University degree in a related discipline OR other relevant qualifications such as CFP or CFA Passes in the HKSI and IIQE licensing examinations Minimum 6 years' banking experience, with good knowledge of investment pro...
...ing and promotion activities, if needed
Requirements
University degree or equivalent, with qualifications in IIQE, HKSI & MPF, CFP CM will be preferred
Holders of CB Professional Qualifications and/or Awards will be preferred
Experiences and proven track ...
...interpersonal, negotiation, communication and analytical skills Proficiency in English, Cantonese and Putonghua Qualification in CFA/CFP/CFMP is an advantage High level of customer centricity mindset with dedication to deliver exceptional quality services for customers...
...rements:
University degree in Business Administration or other related disciplines, with professional qualifications such as CFA, CFP or CFMP an advantage Pass the Hong Kong Securities Institute Licensing Examination and IIQE and fulfill the competency requirements ...
...th regulators
Requirements:
University degree in a related discipline and preferably with relevant qualifications such as CFA, CFP or CFMP 3 to 5 years' insurance sales experience Good communication, interpersonal and analytical skills Strong self-motivation and ...
...ng of insurance/investment products
Requirements:
University graduate and preferably with relevant qualifications such as CFA, CFP or CFMP Passes in the Insurance Intermediaries Qualifying Examinations / Hong Kong Securities Institute Licensing Examinations Minim...
...tain awareness of operational risk and minimize the likelihood of it occurring
Requirements:
University graduate preferred CFA/CFP/CFMP/QRA/AEPP would be an advantage Minimum of 5 years insurance sales experience Exposure in universal life insurance policy would ...
... promoting insurance products
Requirements:
University graduate or possessing relevant professional qualification such as CFA, CFP, CFMP and QRA will be an advantage Minimum 4 years' insurance sales experience, preferably with exposure in selling universal life i...
...he Bank and the Group
Requirements:
University degree in Business Administration or other relevant qualifications such as CFA, CFP or CFMP Minimum 10 years of sales experience including 5 years in managing the portfolio of high net worth customers Good communicat...
