...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 ...
...ain Responsibilities:
# Provide effective support to the sales and products teams
# Provide professional service to clients
# Assist in handling client account opening
# Perform documents checking to ensure all trade transactions are in compliance with internal ...
Job Description:
Work closely with Relationship Managers to provide assistance in client management and services
Act as the primary point ... ...munication skills and problem solving skills
~ Previous wealth management experience preferred
Preferred Qualifica...
...ur true and authentic self, like at home.
Reporting to Senior Manager, Customer Value Managament, you will be responsible for custome... ...il banking
~Knowledge and practical experience in Segment and Wealth Management analysis, campaign management and MIS reports
~Goo...
...business strategies, goals and initiatives.
Job Description:
Provide dedicated administrative support to the Sales Management Team.
Assist with scheduling, calendar management, and coordination of meetings and appointments.
Handle phone calls, emails, and c...
...ducts 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...
...related disciplines with minimum 10 years of experience in wealth product management
Familiar with Securities and Futures Ordinance
Knowl... ...andarin
Candidate with less experience will consider as Assistant Wealth Product Manager
Please visit our web site for o...
...wide range of services, including asset management, securities brokerage etc. To cope with... ...portunities from Brokerage Business and Wealth Management to achieve department sales ... ... less experiences will be considered as Assistant Manager;
Immediate available would b...
...ussion forum to support sales and marketing programs
Risk Management
~To comply with all applicable money laundering prevention p... ...ns, guidelines and the Group Code of Conduct.
~Lead the CPBB Wealth Management to achieve the outcomes set out in the Bank’s Condu...
...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...
..., 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...
Job Description:
The position is responsible for assisting Institutional Wealth Advisors to maintain business relationship with high-net-w... ...d providing administrative co-ordination with investment management, trading, operations, and customer services areas.
...
...ties:
Provide support for investment product transactions.
Provide market update and product solution to internal clients.
Assist in developing new products in response to the needs of clients.
Assist in projects like operational flow design and system enhan...
...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 ...
...ing overseas clients;
~Ensure recommendations to clients are all proper and suitable to clients. Adopting a portfolio approach to assist clients to diversify investment risk;
~Working closely with all relevant department of the company to ensure work flows/processes...
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...
...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...
...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:
...
...nancial services covering corporate & institutional banking, wealth management, asset management, insurance, as well as retail banking and ... ...ring grid and his/her judgment to determine the sensitivity, assisted by the teams in charge of due diligence. He/she provides th...
...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...
Job Duties:
# Assist the Head of Wealth Management to oversee the Wealth Management front line business management.
# Keep track of the use of capital resources, balance sheet items and progress on KPI. Analysis and advice WM Management on any potential problem fou...
The role involves providing high-end clients with a full range of wealth planning and investment product services, excellent customer service, and conducting marketing activities.
Key Areas of Responsibilities:
~Act as a RM, providing high-end clients with a compre...
..., finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets,... .... This is what #LifeAtBNYMellon is all about.
As a leading wealth manager, BNY Mellon Wealth Management is focused on helping su...
...ndle clients’ enquiries and provide quality service support
Assist in other ad hoc projects when required
Requirements:SFC or ... ...h at least 2 years relevant experience from Private Banking, Wealth Management or Asset Management
Good command of both spoken and written...
...vacancies, please visit our website at
Job No.: 498353
Employment Type: Full time
Departments: Personal Banking and Wealth Management Department
Job Functions: Relationship Management
Relationship Manager, Private Wealth
Responsibilities
~Champion ...
...italize on this career opportunity.
Responsibilities:
Assist branch to expand deposit portfolio and customer base
Contac... ...on DIRECTLY to Fubon Bank (Hong Kong) Limited, Human Resources Management Group via: [email redacted, apply via Company website] with fu...
...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...
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 。
彈性工作時間，掌控自己人生節奏，歡迎各位斜桿族加入
工作機遇：
完善在職培訓： 免費持續進修，包括香港職歷架構認可的證書課程及各項專業資格考試費用。
師徒制 : 由各個本港百萬圓桌會成員（MDRT）／MDRT超級會員 ( COT ，年薪為MDRT的三倍)／頂尖...
...
Providing & Marketing comprehensive financial, asset & risk management services to High Net Worth individuals mainly in Hong Kong and... ...
Comprehensive training: provide you a good understanding of Wealth Management core business and structure, gain good insight of t...
...ucture through a strategic focus on productivity, quality & control, technology, people capability and innovation. In Group T&O, we manage the majority of the Bank's operational processes and inspire to delight our business partners through our multiple banking delivery...