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- Main Responsibilities: The role of the Private Wealth Management Relationship Manager (RM) is to understand the client requirement, ensure superior service and provide regular updates to the client on financial markets developments and on clients’ portfolios; A...
- ...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...
- Job Description Private Banking is involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credi... ...d a platform of depth and breadth. As a China Banker in our Wealth Management business, you will unde...
- Responsibilities: Manage relationship and develop business with private wealth clients Provide professional services and recommendations on investment and trading Develop relationship with affiliated branches for business referral opportunities Roadshow ou...
- Job Description Private Banking is involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credi... ...d a platform of depth and breadth. As a China Banker in our Wealth Management business, you will unde...
- ...d individuals to join us. Responsibilities: Develop and manage portfolio for high-net-worth clients (i.e. equities, future c... ...d offer premium investment services to clients Acquire new private wealth clients and explore new business opportunities in Hong Kong, ...
- ...ad hoc projects when required Requirements: SFC or HKMA licensee with at least 2 years relevant experience from Private Banking, Wealth Management or Asset Management Good command of both spoken and written English and Chinese including Mandarin Strong PC sk...
- ...g high caliber candidates to join the team Settlement Manager ( Private Banking Operation) – Operations Department $40K-50K R... ...University graduate with 6-8 years experience in custody and wealth management operations Experience in bond, shares and fund...
- ...Description Product Life-cycle Management Oversee new products development li... ...ws in demonstrating product mechanics to private banking clients Compliance & Risk ... ... Minimum 3 years’ experience in banking wealth management subsidiaries/ asset managemen...
- ..., you will be responsible for managing the entire KYC process, ensur... ...nvolve close cooperation with Bankers/Banking Team, Line of Busines... ... Review/KYC/Onboarding within Private Banking with strong understan... ... KYC experience within the Wealth Management / Private Banking ...
- ...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...
- Relationship Manager – Private Banking Responsibilities: Acquire, develop, and maintain long-term relationships with high-net-w... ...d resources within the bank to provide clients with holistic wealth management solutions; Total ownership of client relations...
- Our client is a European Private Banking. To cope with the rapid business expansion, th... ...oin the team. Assistant Relationship Manager, Private Banking Responsibilities ... ...ational procedures and systems including Wealth Management systems Fluency in English...
- ...t financial performance including identifying opportunities and gaps, and developing business strategies Familiar with the wealth management products, customer needs and competitor landscape e.g. stocks, derivatives, funds, alternative funds, bonds, structured produ...
- 工作職責 -Participate in clients meeting, -Ensuring effective execution of promotional campaigns and product display, -Acting as the primary point of contact for existing and potential clients
- ...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...
- Responsibilities: Manage relationship with clients and understand their wealth management needs Provide clients with professional wealth management solutions Provide clients with detailed information on various financial products Handle and follow up client...
- 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...
- ...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...
- 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 ...
