...ng and executing sales and marketing strategies for holistic wealth management services;
Provide updated financial market information, p... ...ith more experiences will be considered as Senior Investment Advisor
We offer a competitive remuneration package to the right ...
...ds, PE funds and structured products etc.
Assist clients on wealth planning and preservation through various tools and services. ... ...bly having direct experiences in securities dealing and wealth management roles.
Master degree in relevant majors, preferably an MBA ...
... 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...
We are currently seeking a high caliber professional to join our department as Private Wealth Advisor .
Principal responsibilities:
Formulate and implement insurance related sales and marketing plans aiming to assist the achievement of Private Bank AOP target...
...nancial services group which serves clients in both Hong Kong and the Greater China. Apart from offering financial services & wealth management services, it also provides asset management services.
A career at Core Pacific – Yamaichi Wealth Management (CPYWM) puts y...
HKD 120k per month
...n of the largest number of Million Table Members and Premier Advisors, along with Super MDRT District and Super Premier Advisor Di... ...ct.
We regularly host the Challenge Academy and Challenge Wealth Management Programme (CWMP) to develop the professional core competenci...
..., 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...
...periences to Add Value to a Growing Sector of Insurance Advisor Services
Learns Team Management and Sales Management through Utilizing the Full Ca... ...of the Organization
Gains Exposure to Every Facet of Wealth Management, Liquidity Management and Ongoing Relationsh...
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...
We are looking for an experienced Wealth Advisor to guide our high value clients and prospective clients in their investment decisions wi... ...gside the best minds. You will report directly to the General Manager HK to strategise and execute AUM impacting initiatives. Withi...
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 ...
...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...
HKD 18k - HKD 38k per month
...
工作範圍 Job Description:
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 ...
...acancies, 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
~Champion...
...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...
...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...
...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
...
...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...
... 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...
Asset & Wealth Management, Private Wealth Advisor, Vice President - Hong Kong
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management...
...rivate banking centre in Hong Kong. With extensive network across the city, Bank of Communications (Hong Kong) has set up 37 wealth management service centres in its outlets that offer BComBEST customers a full range of professional banking services to address their n...
...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...
...in Japanese is highly desirable. Candidates with more experience will be considered for the Manager position, while those with less experience will be considered for the Advisor position. Excellent opportunity to work with one of the leading international law firms in ...
... and services offered by the Bank.
We are currently seeking a high caliber marketing professional to join us as Assistant Manager in Wealth Management Marketing Department.
Principal Responsibilities
Assist in various Marketing & Business initiatives and insu...
...ng 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 Manag...
...
The position is responsible for assisting Institutional Wealth Advisors to maintain business relationship with high-net-worth indivi... ..., and providing administrative co-ordination with investment management, trading, operations, and customer services areas.
The ...
AXA安盛
全球No. 1 保險品牌(連續 10 年)
全球最大保險公司
AXA是財富保障及管理服務之世界翹楚，同時在香港為超過100萬名港澳及國內同胞客提供經濟保障及財富管理服務，為客戶不同人生階段的需要預備各類理財方案 。
什麼選擇我們成為合作夥伴
我們是一群實幹團隊，重視團隊每一份子的成長，用心聆聽及因材施教，務求以專業、以人爲本的態度，以嶄新的管理系統，排除辦公室政治，專注輔導隊員達到各自心中目標，我們擁有不同年資的MDRT 會員, 現誠邀你加入我們的團隊，如果你願意嘗試，我們會毫不保留地協助...
...relationships and explore business opportunities within the high net worth segment in Northern China
Promote full range of wealth management products and services to high-net-worth customers
Understand customers' wealth management needs and formulate appropriate ...
...g Kong, one of the major financial hubs in the world, AMG FINANCIAL GROUP has grown to become one of the leading providers of wealth management and financial advisory services in the Region.
Throughout the years, AMG FINANCIAL GROUP has developed a global strategic ...
...cation skills
Good PC knowledge
Please send your application DIRECTLY to Fubon Bank (Hong Kong) Limited, Human Resources Management Group via: [email redacted, apply via Company website] with full resume quoting the above reference no.
For other vacancies, p...