HKD 120k per month
..., along with Super MDRT District and Super Premier Advisor District.
We regularly host the Challenge Academy and Challenge Wealth Management Programme (CWMP) to develop the professional core competencies of our colleagues.
We make good use of technology resources...
...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...
Business Function
Risk Management Group (RMG) is responsible for the development and maintenance of risk management and internal con... ...t documentation preparation is preferred
~ Good knowledge in wealth management products
~ Strong analytical power, good problem ...
... needs, develop appropriate investment strategies, and actively manage current HNW/UHNW clients' portfolios.
Collaborate closely ... ...h as private banks, brokers, insurance firms, and other private wealth management service providers, to offer clients professional ass...
...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...
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 ...
..., 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...
...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...
...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...
...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...
...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...
... that will broaden your expertise across different facets of wealth management.
You will partner with senior professionals in curating... ... of relevant full-time working experience may be offered the Associate level.
•Highly motivated with good interpersonal and com...
...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 ...
...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...
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...
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...
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...
...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...
...ment Type: Full time
Departments: Personal Banking and Wealth Management Department
Job Functions: Relationship Management
Rel... ...ses only. It might also be disclosed to our subsidiaries or Associated Companies to process the information for appointment. Appli...
...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
...
...roup, all across ASEAN and Greater China.
For your personal wealth and business, rely on our deep local knowledge, to seize timely... ...s Top 50 Safest Banks by Global Finance and has been named Best Managed Bank in Singapore by The Asian Banker.
OCBC is the second l...
... 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...
工作職責
工作範圍：
- 跟進舊有客戶及開發新客戶理財服務
- 強積金戶口整合和轉移
- 為客戶提供金融市場消息及售後服務
- 為客戶提供風險管理，理財規劃，退休規劃，個人投資計劃
工作特色：
- 彈性的上班時間，實現生活與工作平衡
- 免費在職專業培訓課程
- 多元的發展前景＋晉昇機會
- 無需工作經驗
- 多勞多得，無上限收入
- 同時重視個人成長
入職要求：
- 年滿18歲
- 會考/DSE 5科合格包括（中英數）
- 對工作有熱誠
- 歡迎應屆畢業生、IANG、銀行、酒店、航空、零售等行業轉業人士
- 具銀行及金融服務...
...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...
...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 ...
...g comprehensive financial, asset & risk management services to High Net Worth individuals ... ...ng: provide you a good understanding of Wealth Management core business and structure,... ...ly acclaimed Million Dollar Round Table association
Opportunity to explore PRC business ...
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 ...
... its Hong Kong office. We invite applications to the following position:
Job Responsibilities:
~Responsible for planning Wealth Management Department credit risk policies and procedures, credit approval and credit risk analysis
~Responsible for planning counterp...
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...