Get new jobs by email
Search Results: 2,873 vacancies
- 工作職責 -Participate in clients meeting, -Ensuring effective execution of promotional campaigns and product display, -Acting as the primary point of contact for existing and potential clients
- 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...
- ... As an Analyst within the KYC team, you will be responsible for managing the entire KYC process, ensuring that all client profiles are c... ...ications, capabilities, and skills KYC experience within the Wealth Management / Private Banking sector Understand the firm’s KY...
- 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。
- ...rities (HK) Ltd, Phillip Commodities (HK) Ltd, Phillip Capital Management (HK) Ltd, Phillip Financial Advisors (HK) Ltd, Phillip Finance... ...areer stage or seeking to change fields of jobs to join our Wealth Management Dealing Team in a staff position . We provide...
- 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...
- 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...
- ...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...
- ...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,...
- ...0 million customers worldwide through three global businesses: Wealth and Personal Banking, Commercial Banking, Global Banking & Mar... ...g our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exception...
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...- 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...
- ...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...
- ...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 ...
