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- ...ducting financial needs analysis Analyze and provide total package of financial services planning Provide comprehensive wealth management services to clients from Hong Kong and China market, including: 1. Risk Management 2. Retirement Planning 3. Asset Allocation...
- Key Areas of Responsibilities Support daily operations and maintenance of wealth management products, including bonds, funds, structured products, and wealth planning services Prepare comprehensive product data and sales analysis reports to support strategic...
- Job Title: Associate, Wealth Planner Corporate Title: Associate Division: International Wealth Management Location: Hong Kong SFID: 10543 Nomura Overview Nomura is a global financial services group with an integrated network spanning over 30 cou...
- ... technology, people capability and innovation. In Group T&O, we manage the majority of the Bank's operational processes and inspire to... ...ey Responsibilities Support Corporate Action under Hong Kong Wealth Management Operations (WMO) to ensure the relevant processing/r...
- ...ment Type: Full time Departments: Personal Banking and Wealth Management Department Job Functions: Business Development, Custome... ...ses only. It might also be disclosed to our subsidiaries or Associated Companies to process the information for appointment. Appli...
- ...to pursue a better lifestyle •Passionate in private client wealth management service sector •Mature, self-motivated and a good team pla... ...rack program to management level •Promising career path to Associate Director / Director of Wealth Management •Overseas learnin...
- ...ess growth and achieve efficiency goals globally. As an Associate Product Manager in the IPB DDT Team, you will lead the efforts to integrat... ...experience in financial services and/or with experience in wealth management, asset management, digital banking, and/or a cl...
- ... technology, people capability and innovation. In Group T&O, we manage the majority of the Bank's operational processes and inspire to... ...ing delivery channels. Principal Responsibilities Support Wealth Management business to provide quality back office processing o...
- ...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...
- ...services to clients in Hong Kong and the Mainland, including wealth management and portfolio advice, education fund planning, pension plann... ...金策劃，團隊管理，制定市場計劃，強積金戶口整合和轉移 Requirements: - Higher Diploma or Associate Degree or above / Fresh graduates - Good command of both wri...
- ...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...
- ... 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...
- 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 Management) , financial senses, and various investment tools through this internshi...
- ...ng to provide services for recruiting candidates, serving multinational and local companies in Greater China region. CEO - Wealth Management Requirements : Degree in finance, banking, accounting, economics, business or related studies with qualifications such ...
- ...scription: 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 assign...
- 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 。 積極主動，对人生有熱誠盼望， 獨立工作時，具自我驱动力、管理力、抗压力 喜歡溝通，尋求助人的事業 AXA 安盛 為財富管理經理提供專業培訓，替客人度身訂造最合適的計劃及服務，包括人壽保險、儲蓄、投資及退休計劃。加入我們，與團隊一起發展客戶網絡以開創成功商機，繼...
- ... technology, people capability and innovation. In Group T&O, we manage the majority of the Bank's operational processes and inspire to... ... delivery channels. Principal Responsibilities · Support Wealth Management business to provide quality back office processing o...
- ...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...
- ...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...
- 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...
- 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...
- ... technology, people capability and innovation. In Group T&O, we manage the majority of the Bank's operational processes and inspire to... ...ey Responsibilities Support Corporate Action under Hong Kong Wealth Management Operations (WMO) to ensure the relevant processing/r...
- Investments and Wealth Solutions Hang Seng's Investments and Wealth Solutions offers a full spectrum of wealth products and services... ...ource investment and insurance products from service providers, manage the product due diligence and onboarding, as well as client jou...
- ...Bring in new pool of clients and maintain good relationships with exisiting HNW clients Understand clients' needs in wealth planning and manage well their investment portfolios Familiar with different types of insurance and investment products across different...
- ...ce for clients Requirements Obtaining level 3 for both Chinese and English; level 2 for Maths and any other two subjects Associate degree or equivalent or above Degree holders are preferred (any disciplines) Strong communication and analytical skills S...
- Job No.: 498353 Employment Type: Full time Departments: Personal Banking and Wealth Management Department Job Functions: Relationship Management Responsibilities Champion the one-stop personal banking services at branches Explore and develop long-te...
- ... to build for the long term JOB SUMMARY Be part of the Wealth Planning and Family Advisory (WP & FA) team based in Hong Kong ... ...ution of day-to-day WP & FA’s task by working with relationship managers and other internal/external stakeholders (i.e. but not limit to...
- ...To support the HNW Distribution team and help grow the HNW business across Hong Kong, Bermuda, and Singapore by managing relationships, structuring wealth solutions, and driving strategic initiatives. Key Responsibilities: 1. Relationship Management Mainta...
- ...due diligence and review process; Proactive clients service management including regular clients contact on market updates , financia... ...ting, Finance or Economics； ~1-2 years of sales experience in wealth products; ~ Possess recognized insurance and securities lice...
- Job Duty As a Financial Planner, you will provide expert advice to clients on wealth management, risk protection, asset acclaim and retirement planning. Your primary responsibilities include: - Conducting in-depth financial needs analysis for individuals and famil...