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- ...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...
- Responsibilities: Build a new wealth management platform by managing comprehensive wealth products and creating delightful user experience. Drive the implementation project by collaborating with cross-functional teams to ensure successful product delivery. Fa...
- 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...
- ...K) Ltd, Phillip Commodities (HK) Ltd, Phillip Capital Management (HK) Ltd, Phillip Financial Advisors (HK) Ltd, Phillip Finance (HK) Ltd, Phillip Institute... ...ge or seeking to change fields of jobs to join our Wealth Management Dealing Team in a staff position . W...
- 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...
- ...y develop new client resources, establish and maintain a long-term relationship with new clients; - Introduce comprehensive wealth management solutions to meet clients' needs - Perform other service-related duties assigned by the Branch Manager - Adhering to loca...
- ...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...