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HKD 10k - HKD 50k per month
...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...- ...estment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investo... ...l markets. We are looking for a Wealth Client Service Associate/Wealth Client Service Manager to join our team in Hong Kong...
- ...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...
- ...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...
- 關於友邦 友邦保險控股有限公司及其附屬公司是上市人壽保險及證券集團，覆蓋亞太區內18個市場。 友邦保險成立於1919年，傲立亞太區一個世紀，是最龐大的泛亞地區獨立上市人壽保險及投資證券集團。 根據保險業監管局及證監會香港長期保險及投資證券業務的臨時統計數字，友邦有超過300萬客戶，是在香港本地擁有最多保單的保險及投資證券公司，每約三個擁有醫療保險的香港人，就有一個是友邦香港客戶。 所有收集的個人資料只會被用作招募之用及將會 根據我們的資料私隱原則處理，你可向我們索取 我們的資料私隱原則，我們在收到要求後，會隨即提供...
- Job Scope: Business Development and Client Relationship Management: Identify new client groups and cooperation opportunities to... ... Formulate client service strategies to ensure high-quality wealth management services Handle complex issues and complaints fr...
- 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...
- ...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 ...
- ...environment with considerable support and stability that you associate with a larger corporate. It’s a place where you can really m... ...ner, you will design and deliver training across a number of wealth management programmes & academies within banks, other financial institu...
- ...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...
- ...rket / internal analysis, customer or distribution feedback Manage ILAS, Universal Life and Participating product portfolio ... ...e are vacancies in any of our subsidiaries, holding companies, associated or affiliated companies of, or companies controlled by, or und...
- 工作職責 關於我地 友邦保險（AIA）係香港最大嘅保險公司，擁有超過百年歷史，業務遍及亞太區18個市場。我哋屢獲專業獎項同業界認可，致力為客戶提供最優質、最專業嘅服務。 工作亮點 · 精英團隊，靈活工作模式 · 高額獎金，收入無上限 · 專注金融保險，掌握市場脈搏 · 完善新人培訓，快速提升專業實力 工作職責 · 深入了解香港及內地保險市場動態 · 為客戶提供財務規劃及投資風險分析 · 提供全面財富管理服務，包括投資及退休規劃 · 培養分析金融市場走勢嘅專業能力 · 運用社交媒體建立專業形象，提升個人品牌曝光 · 同客戶建立長...
- ...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 ...
- Role Description This is a full-time on-site role located in Hong Kong SAR for a Wealth Relationship Manager. This role will be responsible for building and maintaining client relationships, understanding client needs, providing financial advice, and promoting we...
- Responsibilities: Sales oriented, develop high-net-worth clients and provide professional wealth management and asset allocation advice; Maintain existing customer relationships, regularly follow up on customer needs, and enhance customer satisfaction; Selli...
- ... high calibre professional to join our team as a Premier Wealth Relationship Manager, Expat. In this role you will: Manage and suppor... ...ndatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks ). Opening up a world of opportunity ...
- ...erate, now offering a wide array of integrated services, including banking, securities investment, insurance consultancy, and wealth management. With strong financial strength, “people-oriented" spirit and rich investment experience, the Group is dedicated to provid...
- ... 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...
- 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...
- * Good understanding of any of the Personal Wealth products is desired • Hands-on experience of breaking down complex SQL queries. • Experience of delivering project for applications with cloud native platforms like Google Cloud Platform will be desirable. • Custo...
- 關於 HKT Teleservices HKT Teleservices，PCCW有限公司的子公司，自1998年起運營，是業務流程外包（BPO）行業的知名領導者。我們的專業知識涵蓋了為我們贏得了聲譽卓著的榮譽的全面的語音和非語音客戶體驗解決方案。 憑藉全球業務網絡，我們在香港和中國內地設有24小時多渠道客戶中心，包括廣州、上海、北京、重慶、永川和西安。我們廣泛的網絡使我們能夠為全球客戶提供卓越的服務和支援。 在HKT Teleservices，我們專注於提供創新的數位客戶體驗（CX）解決方案。借助尖端技術和高技能的員工...
- ...ed candidates in the Financial industry. Trainees will acquire well-rounded experience, skills and knowledge in the fields of Wealth Management and the Financial sectors in Hong Kong. Trainees will receive intensive training in the fields of Risk Management, Retirement...
- ...ticipating in own career development. Entry Requirements Associate Degree or above HK I.D Card holder and Welcome Mainland Chi... ...e Benefits Six Month fast-track promotion program to Senior Manager / Branch Manager Well-structured and comprehensive professi...
- ...Fubon Commercial Bank Hong Kong Branch, a subsidiary of Fubon Financial Holding Co., Ltd. We specialize in corporate banking, wealth management (including PB service), and investment solutions. Committed to excellence and regulatory compliance, we are expanding our ...
- ...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...
- ...on, annual review on clients’ risk profile etc. · Close communication with internal or external parties, such as investment fund managers, Legal & Compliance, fund administrators, banks, auditor, and custodian on fund related matters. · Prepare & review for monthly ...
- ...rm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 count... ...ement. About the Role We are seeking an Analyst or a Associate with first or second line experience in managing credit risk...
- ...展戰略的平臺。 現誠邀積極進取的您加入我們的團隊！ Job Responsibilities: Sales oriented, develop high-net-worth clients and provide professional wealth management and asset allocation advice; Sales oriented, develop customer relationships and explore business opportunities within the ...
- ... and/or external parties to accomplish time-critical tasks. Manage an off-shore development team and provide guidance. Monitor... ...rposes only. It might also be disclosed to our subsidiaries or Associated Companies to process the information for appointment. Applican...
- ...nt. Act as the primary point of contact for Client Advisors, managing client inquiries, administrative tasks, and documentation in li... ...finance related disciplines Minimum 5 years of experience in wealth management or private banking. Strong understanding of inves...