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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...
- ... Job Summary This role is dedicated to implementing key wealth journeys for retail client base – from defining business requir... ...ommercial objectives to deliver business value Establish and manage key performance indicators related to digital wealth adoption ...
- ... 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 outlooks. Job Requirements: ~3+ years of relevant experience in investment consulting roles in Private Banking / Private Wealth, preferably with good knowledge of structured products; ~ Good MS Office Excel skills; ~ Degree in Economics, Finance or relate...
- ... 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...
- ...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...
- ...rue and authentic self, like at home. Reporting to the Wealth Management Operations Manager, you will be responsible for inputting t... ...e Checking Scheme. Please refer to the FAQs for In-Scope Individuals issued by the Hong Kong Association of Banks for details.
- ...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...
- ...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...
- ...including account opening, maintenance, and other related tasks Manage the credit quality and monitor the margin level Requiremen... ...rs of relevant working experience in private banking or private wealth management, with a focus on the private banking sector Exc...
- ...n margin trading, gold bars retail, securities, futures, asset management and credit services. Wing Fung is a member of The Chinese Gold... ...ies within the high net worth segment Promote full range of wealth management products and services to high-net-worth customers ...
- ...rities (HK) Ltd, Phillip Commodities (HK) Ltd, Phillip Capital Management (HK) Ltd, Phillip Financial Advisors (HK) Ltd, Phillip Finance... ...t or business development position, preferably in insurance or wealth management industry Self-motivated with excellent leadershi...
- Responsibilities Plan and drive the development of our wealth management product suites according to client demand and market trend Responsible for due diligence on investment products (Funds, structured notes, bonds, VA-related products etc.) and conduct produ...
- ...ncial services including protection and wealth accumulation products to individual Cli... ... performance through effective activity management - Build and manage professional team of... ...nts: - Graduated from Higher Diploma or Associate Degree or equivalent or above or Univer...
- 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...
- ...mpany Description We suggest you enter details here. Role Description This is a full-time hybrid role for a Wealth Management Consultant, primarily based in Eastern District, with flexibility for some work-from-home arrangements. The Wealth Management...
- Job title: Relationship Manager – Wealth & Investments Role Overview We are seeking a Relationship Manager to join our Wealth & Investments team, working closely with high-net-worth private clients. This role is ideal for someone who combines strong inter...
- ...E funds and structured products etc.； Assisting clients on wealth planning and preservation through various tools and services； ... ...bly having direct experiences in securities dealing and wealth management roles; Sufficient knowledge on the Chinese and internatio...
- ...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...
- ...onboard new HNW/UHNW clients to expand the firm's Assets Under Management (AUM). Develop and execute a robust business development ... ...ars of Relationship Manager experience within private banking, wealth management, or asset management. ~ Provide proof of fundra...
- Responsibilities Design, develop, and implement Java-based applications and enhancements to support wealth management processes. Participate in business meetings and ensure adherence to best practices in software development. Optimize existing applicati...
- 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...
- The Job Client: A sizeable Insurance Company Position: (Senior) Wealth Management Manager Responsibilities: Business development through pro-actively acquiring new customers, understanding their needs and recommends the best solution to achieve their targe...
- ...stocks, US stocks, Hong Kong futures, global futures and asset management, etc. EDDID Securities & Futures attaches great importance ... ...sponsibilities Develop and execute sales strategies for the Wealth Management Department, including product structuring, new mark...
- Principal responsibilities Responsible for Business Testing with the local countries for changes to the digital channels in public website, Internet Banking, mobile, and staff channel applications. Ensure changes meet customer expectations by identifying, trac...
- 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 ...
- Responsiblities 1.负责产品/交易执行，及时准确地将代理客户的证券交易指令通过电子化或书面交易系统执行。 Responsible for trade execution. Execute trading instructions on behalf of clients/IC/IA through electronic or written trading systems timely and accurately. 2.负责客户交易前期与IC/客户沟通，包括交易前市场的分析，交易中及时反馈市场信...
- ...ntrol, technology, people capability and innovation. In T&O, we manage the majority of the Bank's operational processes and inspire to... ...~10+ years of experience in client service or operations within wealth management or private banking ~ Strong understanding of finan...
- 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...
- Job Responsibilities: ~Promote full range of wealth management products and services to high-net-worth customers; ~Solicit new businesses and cultivate long-term relationship with customers for further business opportunities; ~Handle enquiries and provide prof...