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The Dah Sing Group is a leading financial services group in Hong Kong offering banking, insurance, financial and other related ser... ...urpose:
To provide excellent service to satisfy customer’s wealth management needs and solicit wealth business through non-face-to-face c...
...lects the commitment of providing customers with Value Banking Service - "Get More than You Expect", is also a leading distributor of... ...on DIRECTLY to Fubon Bank (Hong Kong) Limited, Human Resources Management Group via email: [email redacted, apply via Company website] w...
...ting up risk control mechanism to assure wealth sales compliance
~Provide procedural a... ... selling activities and control issue
~Manage and lead sales compliance related enhanc... ...ce in banking and/or investment products/services, compliance, risk management or related ...
... at
Job No.: 494000
Employment Type: Full time
Departments: Personal Banking and Wealth Management Department
Job Functions: Business Development, Customer Service, Relationship Management
Responsibilities
~Champion the one-stop personal banking serv...
... Manulife provides financial advice, insurance, as well as wealth and asset management solutions to help people make their decisions easier and l... ...s and industry recognition we have won for our product and service excellence as well as community investment achievements in...
... we are well-positioned to offer clients a wide range of services, including asset management, securities brokerage etc. To cope with our business exp... ...e new business opportunities from Brokerage Business and Wealth Management to achieve department sales target;
Relati...
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
~Acqu...
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 We Of...
...is the cornerstone of the SC Group's comprehensive financial services business and is currently licensed under the Securities and ... ...al services including traditional stock and futures trading, wealth management, investment banking services and asset management services. ...
...tes/IANG are welcome
~5 days work
~Fast Track Promotion to Management Level
~我們的團隊成員入職九個月達成MDRT，選擇比努力重要，邀請你來加入我們！
Job Descript... ...ortfolios
~Analysis Customer’s Financial Status and Advisory services
~MPF and Funds Advisory services
~Professional services to...
Roles & Responsibilities
1 .Responsible for the insight and matching of the financial service needs of users of Wealth Management, and through product design, establish the platform's in-depth service capabilities for financial needs, including exclusive investment ...
...uals to join us.
Responsibilities:
Develop and manage portfolio for high-net-worth clients (i.e. equities,... ...ovide investment advice and offer premium investment services to clients
Acquire new private wealth clients and explore new business opportunities in Ho...
...hts. Our mission is to provide customers premier services and support with professionalism, AIA Hong Kong ... ...essional integrity.
Working with the Senior Managers, Interns will acquire knowledge in the field of Wealth Management (composed of Risk Management, Investm...
...ides personal banking, corporate banking and private banking services through 43 outlets, 4 business services centres and its priv... ...s the city, Bank of Communications (Hong Kong) has set up 37 wealth management service centres in its outlets that offer BComBEST customers...
...yment Type: Full time
Departments: Personal Banking and Wealth Management Department
Job Functions: Relationship Management
Rela... ...
Responsibilities
~Champion the one-stop personal banking services at branches
~Explore and develop long-term banking relatio...
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 ...
...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...
...ciently done;
~Preparing all necessary KYC review for Compliance requirement;
~Ensure comply with all cross border rules when servicing overseas clients;
~Ensure recommendations to clients are all proper and suitable to clients. Adopting a portfolio approach to a...
...iding global futures and options trading services, ranging from all electronic to high-tou... ...idance to staffs
5.Work with L&C, Risk Management, Operations, and IT in WM business opera... ... year working experience, candidate with wealth management operation or sales experience...
...oing with good interpersonal skills.
•Determined and eager to pursue a better lifestyle
•Passionate in private client wealth management service sector
•Mature, self-motivated and a good team player
•PRC candidate, IANG 操流利普通話者優先 (歡迎國內交流生)
We offers:
•Wel...
