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- ...due diligence and review process; Proactive clients service management including regular clients contact on market updates , financia... ...ting, Finance or Economics; ~1-2 years of sales experience in wealth products; ~ Possess recognized insurance and securities lice...
- Responsibilities:Develop and manage portfolio for high-net-worth clients (i.e. equities, future contracts, structured product, mut... ...nd offer premium investment services to clients Acquire new private wealth clients and explore new business opportunities in Hong Kong, ...
- ...ough three global businesses: Wealth and Personal Banking, Commerc... ...anking and world-class wealth management through best-in-class, mobile... ...ies: Asset Management, Global Private Banking & Wealth, HSBC Life, ... ...join our team as a Universal Banker MPF. Principal Responsibil...
- ...cessful careers with us. Responsibilities: Acquire new Private Banking customers and solicit business opportunities through... ...olutions on a comprehensive range of banking, investment and wealth management products to customers Grow and strengthen the wealth of P...
- 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...
- ...Responsibilities: Product Life-cycle Management Oversee new products development li... ...ws in demonstrating product mechanics to private banking clients Compliance & Risk Ma... ... Minimum 3 years’ experience in banking wealth management subsidiaries/ asset managemen...
HKD 40k - HKD 80k per month
Manager - Credit Risk, Private Banking Client Details Our client is a private banking institution, renowned for the bespoke financial solut... ...ifying client background (KYC), and validating sources of wealth. Draft and manage credit facility agreements and secur...- ...gree 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 license holders ...
- ...Job No.: 493841 Employment Type: Full time Departments: Private Banking Job Functions: Customer Service Responsibilities... ... ~Provide all-rounded support to Private Banking Relationship Manager ~Receive investment instructions from clients and transmit sa...
- ...ive compensation packages. Private Banking Department - Private ... ...e and now want to place their wealth in the hands of experts who k... ...am offers professional wealth management advice at both a local level ... ...mework (ECF) and/or Certified Banker (CB) under Hong Kong Institut...
- Assistant Manager / Manager - Product Management, Sales and Advisory, Private Banking Responsibilities: Provide support for product due diligence and product risk ratings’ reviews and approvals; Conduct ongoing product monitoring and reviews; Maintain ...
- ...ive compensation packages. Private Banking and Trust Services ... ...e and now want to place their wealth in the hands of experts who k... ...am offers professional wealth management advice at both a local level ... ...mework (ECF) and/or Certified Banker (CB) under Hong Kong Institut...
- ...her vacancies, please visit our website at Job No.: 492554 Employment Type: Full time Departments: Private Banking Job Functions: Asset Management, Business Development, Customer Service, Relationship Management Responsibilities ~Manage, develop and ...
- ...c 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 those ...
- ...c 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 those ...
- ... technologies, Data Scientist, Business Analysis, QA & Project Management, as well as all aspects of IT Infrastructure on all platforms,... ...nk for Business Analyst / Senior Business Analyst to work on Wealth Management System Project. Responsibilities: Act as the...
- ...ers worldwide through three global businesses: Wealth and Personal Banking, Commercial Banking, Glob... ...rds that will take you further. HSBC Global Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generatio...
- ...on, annual review on clients’ risk profile etc. · Close communication with internal or external parties, such as investment fund managers, Legal & Compliance, fund administrators, banks, auditor, and custodian on fund related matters. · Prepare & review for monthly ...
- Accumulating over 70 years experience on our solid foundation in Hong Kong and Greater China, we succeed and create our brilliant story throughout the region. As the first foreign bank branch in Mainland, we grasp the opportunity to grow along with the economic reforms...
- ...94322 Employment Type: Full time Departments: Private Banking Job Functions: Asset Management, Dealing & Trading, Product Development & Management... ... relationship managers, including but not limited to wealth management, estate planning, diversified asset distr...