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- Responsibilities: Manage relationship with clients and understand their wealth management needs Provide clients with professional wealth management solutions Provide clients with detailed information on various financial products Handle and follow up client...
- 工作職責 As a Financial Planner, you will provide expert advice to clients on wealth management, risk protection, asset acclaim and retirement planning. Your primary responsibilities include: - Conducting in-depth financial needs analysis for individuals and families ...
- ...職責 Roles And Responsibilities: Provide professional financial services to clients in Hong Kong and the Mainland, including wealth management and portfolio advice, education fund planning, pension planning, investment planning, risk fund planning, team management, ma...
- 工作職責 你將有機會在我們的部門中獲得全面的實踐經驗，並接受專業的培訓。這個職位旨在培養未來的管理人員，獨立帶領及管理多人團隊，也會以partner形式參與多個公司項目，並在經理的指導下學習關鍵的團隊管理、財務策劃技能。
- What we provide? Full licensing training Client lead generation support Cutting-edge financial planning tools Responsibilities Conducting in-depth financial needs analysis for individuals and families Developing customized financial strategies covering...
- 工作職責 - Identify the needs of high-net-worth clients and provide comprehensive financial advice. - Offer risk management, wealth protection, investment, MPF, and retirement planning services. - Develop corporate solutions and employee benefits plans for corporate clie...
- Job Duty Unlimited Income Potential True Work-Life Balance Elite MDRT Training Programme
- Responsibilities: Manage relationship and develop business with private wealth clients Provide professional services and recommendations on investment and trading Develop relationship with affiliated branches for business referral opportunities Roadshow ou...
- ...y develop new client resources, establish and maintain a long-term relationship with new clients; - Introduce comprehensive wealth management solutions to meet clients' needs - Perform other service-related duties assigned by the Branch Manager - Adhering to loca...
- ...ied individuals to join us. Responsibilities: Develop and manage portfolio for high-net-worth clients (i.e. equities, future con... ...r premium investment services to clients Acquire new private wealth clients and explore new business opportunities in Hong Kong, Ma...
- Job Description Private Banking is involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credit management, as well as tax and estate planning. Our business model focuses on deep client relationships,...
HKD 70k - HKD 85k per month
...ole Sales Strategy Create and implement strategic plans to boost Assets Under Management (AUM) and Annual Premium Equivalent (APE) growth while enhancing revenue streams in wealth management, in line with the company's broader business goals. Stay informed abo...- ...ting high caliber candidates to join the team Settlement Manager ( Private Banking Operation) – Operations Department $40K-50K ... ... University graduate with 6-8 years experience in custody and wealth management operations Experience in bond, shares and fund se...
- 工作職責 - Professional knowledge: Wealth Management, Risk Management, Branding, Selling Cycles - Practical training: Communication Skills, Presentation Skills, Collaboration skills - Job Shadowing: Coaching, sharing and mentorship by experienced leaders - Teamwork: Gro...
- ... High commission rate Medical and dental insurance Career advancement Professional training Expertise in portfolio management support Convenient location at Wan Chai Interested parties, please submit your full resume with your availability, current ...
- 工作職責 Responsibilities: - Identifying needs of clients and providing professional financial advice - Management of wealth assets of clients through investment vehicles - Updating financial news to your clients - Providing financial analyst, investment, saving, retire...
- ...d achieve efficiency goals globally. As an Associate Product Manager in the IPB DDT Team, you will lead the efforts to integrate Por... ...s of experience in financial services and/or with experience in wealth management, asset management, digital banking, and/or a closely...
- ...ojects when required Requirements: SFC or HKMA licensee with at least 2 years relevant experience from Private Banking, Wealth Management or Asset Management Good command of both spoken and written English and Chinese including Mandarin Strong PC skills in ...
- ...ey Responsibilities: ◎Understand clients' financial situations, risk tolerance, and investment objectives ◎Design tailor-made wealth management plans and investment strategies for clients ◎Keep enriching knowledge of market trends, regulatory changes, and industry deve...
- 工作職責 主要職責 Key Responsibilities -提供基本保險產品服務，全面財富及理財分析 Provide basic insurance services, comprehensive wealth and financial management analysis -了解客戶的需要，安排合適的投資方案，包括財富管理，資產管理，退休計劃及儲蓄計劃等 Provide clients with suitable investment plan, including wealth management, retir...
