- Complete personal performance targets, work around various KPI indicators to achieve the balance between process management, client base and revenue indicators.
- Lead and manage team in client development and maintenance, bringing in new AUM/revenue to the firm.
- Keep track of the global market trends and major events, understand the current selling points and business strategy, maintain target clients and achieve both personal and team's performance goals through standard business actions.
- Focus on client's daily service to provide professional and compliant suggestions, make sure clients' wealth management and asset allocation needs be fully harnessed on the basis of the appropriate principle.
- Participate in internal/external training, online/offline marketing activities actively for professional and client service ability improvement.
- Bachelor's degree or above. Finance or relative major preferred.
- At least 5 years of wealth management experience with solid financial and sales ability, strong interest in wealth management industry, and understanding of different financial market products.
- Honest, positive, able to work under pressure, strong client service and learning abilities, with a decent self-motivation and teamwork sprits.
- Fluent written and spoken both Chinese and English.
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Standard Chartered Bank Hong Kong, 香港 全职Role Responsibilities · This role is a member of the Wealth Proposition & Solutions team within HK Wealth Management, focusing on driving digital sales and marketing campaigns end to end, devising ways to commercialize our suite of wealth products and services. The goal is to dr ...
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Bank Of China (Hong Kong) Limited Hong Kong, 香港 全职ResponsibilitiesAnalyze user requirements and transform to technical design. · Implement or enhance system functionalities to fulfill business requirements from the Retail Banking sector. · Troubleshoot problem and propose solution to technical issues; collaborate with developers ...
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HARBRIDGE PARTNERS Hong Kong, 香港 全职Responsibilities: · Formulate clients acquisition tactics through workable sales strategy and execution of marketing event/sales activities to develop client base; · Formulate, develop and execute total wealth plans and propositions of different types of investment and insurance ...
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Wellesley Associates Limited Hong Kong, 香港 全职This is an excellent opportunity for banking sales professional to join one of the leading bank providing professional wealth management solutions to retail customers in Hong Kong. Our client is expanding their frontline team due to the strong demand in the market, a seasoned (Se ...
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Hang Seng Bank Limited Hong Kong, 香港 全职Job description · A Career with Hang Seng Bank · Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We ...
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Hang Seng Bank Limited Hong Kong, 香港 全职Job description · A Career with Hang Seng Bank · Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We s ...
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Hang Seng Bank Limited Hong Kong, 香港 全职Job description · Associate Private Wealth Advisor · Private Banking and Trust Services - Private Banking Department · We are currently seeking a high caliber professional to join our department as Associate Private Wealth Advisor · Principal responsibilities: Provide admini ...
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Wealth Services Manager
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Bauer Kaiser & Co. Ltd Hong Kong, 香港 全职Responsibilities: · Formulate effective sales strategies and carry out marketing events and sales initiatives to acquire new clients and expand the client base · Create and apply comprehensive wealth strategies and investment and insurance offerings for different client segments ...
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Hang Seng Bank Limited Hong Kong, 香港 全职Job description · A Career with Hang Seng Bank · Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We s ...
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Hang Seng Bank Limited Hong Kong, 香港 全职Job description · A Career with Hang Seng Bank · Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We ...
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Hang Seng Bank Limited Hong Kong, 香港 全职Job description · A Career with Hang Seng Bank · Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We ...
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Hang Seng Bank Limited Hong Kong, 香港 全职Job description · A Career with Hang Seng Bank · Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We ...
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Head of Sales
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Hudson Hong Kong Hong Kong, 香港 全职Responsibilities: · Sales Strategy and Leadership: · Develop and implement a comprehensive sales strategy for insurance products within the private wealth management segment. · Set ambitious sales targets and objectives to drive revenue growth and market penetration. · Provide st ...
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Morgan McKinley Hong Kong, 香港 全职A top-tier global bank is looking for a source of wealth analyst to join their private banking arm to help review high risk accounts · ResponsibilitiesReview and analyze account profiles to identify gaps in source of wealth information · Analyze data, perform sanity check and w ...
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Dah Sing Financial Group Hong Kong, 香港 全职About Dah Sing Group · The Dah Sing Group is a leading financial services group in Hong Kong offering banking, insurance, financial and other related services through its growing network of over 70 branches in Hong Kong, Macau and Mainland China. · Our currency is caring, teamw ...
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Hang Seng Bank Limited Hong Kong, 香港 全职Job description · A Career with Hang Seng Bank · Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We s ...
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Hang Seng Bank Limited Hong Kong, 香港 全职Job description · Hang Seng Bank Youth Placement Programme (YP Programme) · Youth Placement Programme ("YP Programme") enables graduates to acquire professional knowledge and experience in banking and provides a head start for graduates to pursue a career in the banking indust ...
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Dah Sing Financial Group Hong Kong, 香港 全职About Dah Sing Group · The Dah Sing Group is a leading financial services group in Hong Kong offering banking, insurance, financial and other related services through its growing network of over 70 branches in Hong Kong, Macau and Mainland China. · Our currency is caring, teamwor ...
Wealth Sales - Hong Kong, 香港 - Unicorn Advisor (HK) Limited
描述
Job Responsibilities:
Job Requirements:
