Search Results: 14,977 vacancies
Associate Wealth Manager, Wealth Management
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars i...
...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 Highlight
Wealth Management Clients Relationship Management
Minimum 2 years wealth management or clients relationship working experience
SFC license holder
Job Responsibilities
Strengthen the relationships with the existing individual/enterpris...
职责︰
1. 协助销售经理完成保险产品销售事宜，包括出具计划书等工作。
2. 协助处理客户签单、投保文件及跟进保单续保等事宜。
3. 协助处理团队保险牌照上牌，cpd课程安排，cpd督导等事宜。
4. 协助本部销售人员其他销售工作。
5. 协助处理保费计算，数据统计及其他部门日常行政事宜。
职位要求︰
1. 大学本科以上学历，1年以上工作经验。
2. 持有保险业务相关牌照的或有相关工作经验者优先。
3. 熟练使用OFFICE等办公软件。
4. 思想品德端正，责任感强，有良好的沟通能力。
All applicati...
... well as high profile private banks & asset management; private equity & CIBM. Our business philos... ...y.
Appointed by multiple family offices, wealth management and securities brokerages to search for Sales Support Associate to cater for the organic growth in Greater ...
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 ...
...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...
...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...
...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...
...terprises to sizeable corporations, both local and international.
Key Responsibilities:
- Develop and implement comprehensive wealth management strategies for high-net-worth clients.
- Build and maintain strong, long-term relationships with clients by providing excepti...
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 ...
...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...
...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...
...aintain smooth relationship with partners across business units.
Planning and Prioritization of requests with business users and manage internal resources.
Ideas and Suggestions for continuous improvement. Contribution to organizational initiatives.
Interact an...
...nt, a well known corporate bank in Hong Kong, is looking for a high calibre to join their group.
Responsibilities:
Wealth management business in compliance with SFC Regulated Activities (Type 1, 4 & 9)
Innovate and create new products, including proposal p...
...consumer brands, as well as high profile private banks & asset management; private equity & CIBM. Our business philosophy is rooted in t... ...am, and our local community.
Representing multiple European Wealth Management Banking Groups to search for the captioned credit r...
...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...
... 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...
Global Private Equity Investment Manager
Promising Exposure with Competitive Benefits
Our Client
Global Private Equity & Alternative Investment Management are in search for investment risk professionals to be part of the HK and Regional team.
Job Duties
...
Projob21.com Ltd.
Hong Kong Island
4 days ago
...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 ...
