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- ...omestic 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 t...
- ...vious Experiences to Add Value to a Growing Sector of Insurance Advisor Services Learns Team Management and Sales Management through... ...ilities of the Organization Gains Exposure to Every Facet of Wealth Management, Liquidity Management and Ongoing Relationship Manag...
- Job Duty 學歷要求:學士學位; 香港公開試五門合格(中英數),業務能力突出者也可考慮 發展並將適當的業務流程整合進客戶服務工作流程中 建立並管理與客戶的關係 積極探索新的商機,提供服務以滿足客戶的需求 分析並定制財富管理方案,以最佳方式符合客戶的需求
- ...ities and competitive compensation packages. Investments and Wealth Solutions – CIO and Investment Advisory Hang Seng's Investme... ...high caliber professional to join our team as Senior Investment Advisor. Principal responsibilities Conduct in-depth Global Marke...
- ...Job Description: Financial product research: insurance, fund, ETF, securities, crypto-related product and etc. Participate in wealth management solution planning and designing. Supportive work for other relevant projects. Any other administrative duties as a...
- ...hly preferred) Current SFC Type 9 licensed person; Holder with CFA/FRM/CFP is preferred Minimum 3 years’ experience in banking wealth management subsidiaries/ asset management roles, with leading experience in designing products exceeding RMB 1 billion in scale ...
- ...ther vacancies, please visit our website at Job No.: 494000 Employment Type: Full time Departments: Personal Banking and Wealth Management Department Job Functions: Business Development, Customer Service, Relationship Management Responsibilities Cha...
- ...HK) Ltd, Phillip Capital Management (HK) Ltd, Phillip Financial Advisors (HK) Ltd, Phillip Finance (HK) Ltd, Phillip Institute of Financ... ...career stage or seeking to change fields of jobs to join our Wealth Management Dealing Team in a staff position . We provide ...
- ...e contact with key clients to understand their needs and expectations Formulate client service strategies to ensure high-quality wealth management services Handle complex issues and complaints from important clients Investment Portfolio Management: Develop ...
- Responsibilities: Pro-actively build network and able to transfer them to your customers Recommend appropriate insurance and investment products to best suit customers’ needs Ensure the delivery of efficient processing of new business and servicing queries ...
- 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...
- ...ionships with clients by understanding their financial goals, risk tolerance, and investment preferences. 3. Provide personalized wealth management advice and solutions to meet clients' evolving needs. Job Requirements: 1. Degree holder in Economics, Finance, ...
- Bank SinoPac Bank SinoPac, a leading Asian banking group is seeking local talents to join its Hong Kong office. We invite applications to the following position: Job Responsibilities: Provides support for Relationship Manager including order execution, busines...
- ... join 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’ ...
- 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; Ac...
- 職責 : 為顧客介紹公司服務及產品 根據顧客需要並分析顧客的需求,提供專業的相關知識 與顧客建立良好的溝通關係 協助公司舉辦的講座,推廣相關服務及產品 配合市場部推廣活動 要求︰ ~ 持健康知識或營養課程相關證書之申請人可獲優先考慮 ~1年或以上銷售及客戶服務經驗 ~ 工作主動積極及具有團隊精神 ~ 優質的銷售技巧、服務態度及溝通能力 工作類型: 全職 薪酬: $20,000.00至$30,000.00(每月) 福利: 在職專業培訓 有薪年假 有薪...
- ... any disciplines, preferably major in Business Administration, Accounting, Finance or Economics; ~1-2 years of sales experience in wealth products; ~ Possess recognized insurance and securities licenses; ~ Relevant Enhanced Competency Framework (ECF) qualification ...
- ...We invite applications to the following position: Job Responsibilities: Ensure accuracy of all routine operational process of Wealth Management Operation and Settlement team. Execute management duties in effective and efficient methods. Communicate and coord...
- ...clients. About the Role We are seeking an experienced Portfolio Advisor to support the business development and relationship management needs of the distribution business Asia for our Global Wealth Management team. This individual will primarily be focused on suppo...
- Company Overview Huaan Securities (Hong Kong) Financial Holding Limited is a wholly owned subsidiary of Huaan Securities Co., Ltd. and established with strong connections and business opportunities. To cope with our business expansion, we are now looking for hi...