Search Results: 5,586 vacancies
Job Description
Provide investment advice and develop customized investment strategies for high-net-worth clients.
Make recommendations on asset allocation, investment products, and portfolio construction.
Regular review of client portfolios with investment o...
1. Oversee the entire investment process, encompassing deal sourcing, due diligence, legal documentation, and ongoing portfolio manage... ...tions, technology startups, investment banking, or management consulting, with at least 3 years of leadership experience in direct inv...
...e
Departments: Personal Banking and Wealth Management Department
Job Functions: Strategic Planning, Financial Management, Investment Management
Responsibilities:
~Provide investment views & conduct briefings on investment market trend and investment product...
... to our valued customers.
We are seeking qualified individuals to join our Wealth Sales Distribution as Prestige Private Investment Consultant .
Principal responsibilities
~ Conduct customer portfolio analysis to identify cross-selling investment products o...
...to our valued customers.
We are seeking qualified individuals to join our Wealth Sales Distribution as Prestige Private Investment Consultant .
Principal responsibilities:
Conduct customer portfolio analysis to identify cross-selling investment products oppo...
...Banking
Job Functions: Business Development, Dealing & Trading, Investment Management, Product Development & Management, Relationship Management
Responsibilities:
~Assist Investment consultant in analyzing market trend and preparing investment proposal
~Hand...
...t, Dealing & Trading, Product Development & Management
Responsibilities
~Understand customer's asset status, risk tolerance, investment orientation and expected return rate to provide customers with comprehensive, holistic recommendations
~Continue to provide pro...
...
If you believe in better, we'd love to hear from you.
About the Role
To supervise various investment operations, scheme finance payment and collection, monitoring and reporting for AIA's pension funds, manage the implementation of...
...nd-clients to drive the Unit-Linked and Pension business.
Collaborate with various stakeholders, such as Internal & External Investment Manager, Product Development, Actuarial, Operations, Agency, Partnership Distribution, Marketing, Legal & Compliance, etc, for va...
Regional IT services and solutions provider / Client: Government
Job Description
• Provide technical support to both backend and frontend environment including headquarter, resilience site and remote offices
• Provide infrastructure support for Unix Server and S...
Responsibilities:
Support Senior Investment Consultant in providing comprehensive services to Account Managers and clients, including investment proposal preparation, product selection, market commentary, etc
Consolidate client statements from various ...
Assistant / Deputy Investment Consultant, Private Banking
Assistant / Deputy Investment Consultant, Private Banking
Apply Now Job No.: 498265
Employment Type: Full time
Departments: Private Banking
Job Functions: Business Development, Dealing & Tr...
...ferings and provide direction, guidance and support on complex sales engagement.
• Provide pre-sales and delivery of technical consultancy services to our customer.
• Develop a high level of the knowledge for products under the focused competencies, be technically ...
Join us at Oracle Consulting, where you can make a difference!
We are a team of highly motivated and talented professionals who are passionate about enterprise technologies & solutions in on-premises, cloud & hybrid environments. We are dedicated to deliver the best ...
...ic working environment, good career development opportunities and competitive compensation packages.
Executive Investment Consultant
Retail Distribution - Wealth Sales Distribution
Hang Seng's Retail Distribution focuses on personal wealth ma...
...ed customers.
We are currently seeking high caliber professionals to join our Wealth Sales Distribution as Senior Investment Consultant
Principal responsibilities
Conduct customer portfolio analysis to identify cross-selling investment pr...
... time
Departments: BOCHK Asset Management Ltd
Job Functions: Asset Management
Responsibilities:
~To perform in depth investment analysis, market research, deal structuring, evaluate proposed deal terms, risk assessments on investment opportunities
~Liaise...
HKD 15k - HKD 45k per month
...
Make good use of team and company resources, use diversified products and services, and customize a variety of risk-dispersing investment solutions
Enhance business knowledge and reserves, actively expand customer resources, start your own business, and lead your ...
主要岗位职责:
1、统筹负责赛领二期开曼基金的募资工作;
2、统筹负责制订赛领二期开曼基金年度投资计划和中长期投资规划;
3、发现和挖掘项目资源,判断项目投资可行性;
4、统筹项目策划、尽职调查、方案论证、具体实施及后期管理工作,对项目组成员进行任务分配及具体工作指导;
5、对投资项目的质量实施控制和进行风险防范;
6、领导交办其它事项。
任职要求:
1、学历与资格:
硕士/MBA以上学历,经济学、金融学、管理学、法学等专业毕业;
拥有高级会计师职称,CPA专业资格证书。
2、工作经验:
...
...to support your career growth.
Responsibilities
Provide investment or insurance solutions to ensure the needs of high-net-worth ... ... Mandarin is preferred
Outstanding insurance or investment consultation and presentation skills
Strong knowledge of wealth managem...