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  • 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

    MANULIFE (INTERNATIONAL) LTD

    Kwun Tong
    1 day ago
  • 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... 

    GF Holdings (Hong Kong) Corporation Limited

    Wan Chai
    11 days ago
  • 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 ... 

    Value

    Kwun Tong
    2 days ago
  •  ...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... 

    Ethan Investment Company

    Hung Hom
    4 days ago
  •  ... 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... 

    JPMorgan Chase & Co.

    Kwun Tong
    6 hours agonew
  • 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。

    傳滙

    Hung Hom
    15 days ago
  •  ...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... 

    Phillip Securities Group

    Central and Western
    1 day ago
  • 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...

    WIN VALUE INTERNATIONAL COMPANY

    Kwun Tong
    27 days ago
  • 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... 

    Sunlife HK

    Hung Hom
    5 days ago
  • 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... 

    GF Holdings (Hong Kong) Corporation Limited

    Wan Chai
    1 a month ago
  •  ...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... 

    AIA HK

    Yau Tsim Mong
    1 day ago
  •  ...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... 

    Ambition

    Central and Western
    1 a month ago
  •  ...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... 

    UOB Kay Hian (Hong Kong) Limited

    Wan Chai
    6 days ago
  • 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,... 

    JPMorgan Chase & Co.

    Central and Western
    12 days ago
  •  ...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... 

    HSBC

    Central and Western
    4 days ago
  • 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... 

    Robert Half

    Central and Western
    1 a month ago
  • 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... 

    Axa

    Yau Tsim Mong
    7 days ago
  •  ...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... 

    Asia Progress Executive Limited

    Central and Western
    5 days ago
  • 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... 

    Overpower Company

    Yau Tsim Mong
    11 days ago
  •  ...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 ... 

    UOB Kay Hian (Hong Kong) Limited

    Wan Chai
    6 days ago