Join our fast-growing wealth management teams in Asia.
Wealth and Personal Banking is our global business combining Retail Banking and ... ... and services to our diverse customer groups. As a Universal Banker you will be working across our customers - from personal ban...
...d rewards that will take you further.
Wealth and Personal Banking (WPB) helps deliver... ...orderless banking and world-class wealth management through best-in-class, mobile-first capa... ...ssional to join our team as a Universal Banker MPF.
Principal Responsibilities
Pr...
...across ASEAN and Greater China.
For your personal wealth and business, rely on our deep local knowledge, to se... ...afest Banks by Global Finance and has been named Best Managed Bank in Singapore by The Asian Banker.
OCBC is the second largest financial services gr...
...aking is an advantage
PC knowledge
Please send your application DIRECTLY to Fubon Bank (Hong Kong) Limited, Human Resources Management Group via email: [email redacted, apply via Company website] with full resume quoting the above reference no.
For other vacanc...
...ng and executing sales and marketing strategies for holistic wealth management services;
Provide updated financial market information, p... ...e;
Candidates with more experiences will be considered as Senior Investment Advisor
We offer a competitive remuneration pa...
HKD 18k - HKD 38k per month
...ription:
發展香港及中國金融業務，為客戶提供股票、基金、保險、資產管理等服務。協辦金融市場講座。有固定客源。
Develop Hong Kong and China market, provide wealth management services for clients, assist senior manager to organize semiars and marketitng activities. Clients base provided.
待遇及福利 We Offer:
月薪另加佣...
Senior Manager, Bancassurance Business Development page is loaded Senior Manager, Bancassurance Business Development
Apply locations ... ...he United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and in...
Manulife Insurance Malaysia
Hong Kong Island
2 days ago
...rictly by SOP to monitor and execute settlement instructions of wealth products.
~Follow up with brokers and custodians to figure up... ...ication letter & resume with salary expected to Human Resources Manager via the following channels.
#By email: [email redacted, apply...
A multi-family office is looking for a senior wealth planning manager in Hong Kong.
Responsibilities:
~Providing consulting services on global property, family wealth, inheritance, asset protecting and tax planning for high net worth individuals and families.
~De...
...ogy. We are one of the world's top asset management and banking firms that manages trillions... ...BNYMellon is all about.
As a leading wealth manager, BNY Mellon Wealth Management is... ... an impact in the following ways:
The Senior Director, Wealth Manager is reserved for...
...A Hong Kong prides itself on its premier services and professional integrity.
Working with the Senior Managers, Interns will acquire knowledge in the field of Wealth Management (composed of Risk Management, Investment Management, Saving Management and Retirement Ma...
Roles & Responsibilities
1. Responsible for the change delivery The operation work of the Wealth Management Platform (from goods base to non-goods) guides more suitable users and funds to grow on the platform
2. Based on the understanding of the platform business ...
Our Business
Manulife provides financial advice, insurance, as well as wealth and asset management solutions to help people make their decisions easier and lives better, and to ensure they are well-protected.
Our History
For over 120 years, Manulife has be...
..., 6 and 9 regulated activities, providing a full range of financial services including traditional stock and futures trading, wealth management, investment banking services and asset management services.
We are looking for a Managing Director, Wealth Management to j...
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
~Acq...
...ned to offer clients a wide range of services, including asset management, securities brokerage etc. To cope with our business expansion... ...Explore new business opportunities from Brokerage Business and Wealth Management to achieve department sales target;
Relationship...
... Review tactical and strategic plans for boosting sales revenue and achieve year end assigned target within regulatory framework
Manage sales force with the aim to achieve sales target performance
Comply with Hong Kong regulatory framework related insurance ordina...
Roles & Responsibilities
1 .Responsible for the insight and matching of the financial service needs of users of Wealth Management, and through product design, establish the platform's in-depth service capabilities for financial needs, including exclusive investment ...
At least 5 years of experiences in private wealth management business or related field
Sound knowledge in financial investment, trust, insurance, tax advice, and portfolio management
Have good networking and client relationship to bring in the assets
Be able ...
...you can be your true and authentic self, like at home.
Job Purpose:
To provide excellent service to satisfy customer’s wealth management needs and solicit wealth business through non-face-to-face channels.
Main Responsibilities:
~Meet / exceed sales target ...
...d rewards that will take you further.
Wealth and Personal Banking (WPB) helps deliver... ...orderless banking and world-class wealth management through best-in-class, mobile-first capa... ...t surrounded with devoted and supportive senior management team to formulate strategies ...
...n
Holder of IA/MPF/SFC licenses, Certified Financial Planner, or other relevant qualification is an advantage
Extensive wealth management knowledge and personal exposure in Greater China regions will definitely be a plus
Experience in a strategic and financial...
...ied individuals to join us.
Responsibilities:
Develop and manage portfolio for high-net-worth clients (i.e. equities, future con... ...r premium investment services to clients
Acquire new private wealth clients and explore new business opportunities in Hong Kong, Ma...
Job Responsibilities:
~Complete all necessary process to ensure account opening is smoothly and efficiently done;
~Preparing all necessary KYC review for Compliance requirement;
~Ensure comply with all cross border rules when servicing overseas clients;
~Ensure...
... Hong Kong office. We invite applications to the following position:
Job Responsibilities:
~Provides support for Relationship Manager including order execution, business development, maintain quality relationship with clients and daily administrative tasks compreh...
...roduct training and guidance to staffs
5.Work with L&C, Risk Management, Operations, and IT in WM business operations
6.Coordinate m... ...ciplines
2.Minimum 2 year working experience, candidate with wealth management operation or sales experience is highly preferred
...
Responsibilities
Provide a “Wealth Management” solutions / advice to High Net Worth Individual
Find, Attract and Win new clients
Nurture and Retain existing clients and entice former clients back into the Bank
Continuously develop relationshi...
...applications to the following position:
Job Responsibilities:
~Responsible for reviewing policy and procedure within the Wealth Management Department
~Ensure internal control standards and carry out necessary remediation
~Prepare the summary reports in the sub...
...outgoing with good interpersonal skills.
•Determined and eager to pursue a better lifestyle
•Passionate in private client wealth management service sector
•Mature, self-motivated and a good team player
•PRC candidate, IANG 操流利普通話者優先 (歡迎國內交流生)
We offers:
...
...its Hong Kong office. We invite applications to the following position:
Job Responsibilities:
~Provide the full suite of wealth management and banking services to clients
~Explore and develop long-term banking relationships with clients
~Monitor clients’ portf...