工作机会
>
Hong Kong

    Senior Wealth Management Advisor - Hong Kong, 香港 - Job Gallery Consultancy Limited

    Job Gallery Consultancy Limited
    Job Gallery Consultancy Limited Hong Kong, 香港

    1天前

    Default job background
    全职
    描述

    Responsibilities

    • Close liaison with Branches for preparing the sales plans and sales activities
    • Review tactical and strategic plans for boosting sales revenue and achieve year end assigned target within regulatory framework
    • Develop insurance sales capacity, sales coaching, training and sales advisory support
    • Manage sales force with the aim to achieve sales target performance
    • Comply with Hong Kong regulatory framework related insurance ordinances and guidelines issued by the HKMA and SFC
    • Monitor high net worth clients' portfolios to continue enhancement of customers' experience

    Requirements

    • University graduate
    • Qualifications in IIQAS and CFA, CFP, FRM is preferable
    • 5-7 years related banking or insurance related field experience
    • Excellent communication skill and presentation skill
    • Strong influencing skill and analytical skill
    • Fluent in Cantonese, English and Good in Mandarin


  • Goldman Sachs Hong Kong, 香港

    Asset & Wealth Management, Private Wealth Advisor, Vice President – Hong Kong · Wealth Management · Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide ...


  • 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 ...


  • Trinity Search Limited Hong Kong, 香港 全职

    Responsibilities: · Financial Planning and Analysis: Develop financial plans, analyze data, and provide strategic recommendations for improved performance. · Investment Management: Oversee the family office's investment portfolio, conduct research, and collaborate with advisors f ...

  • CICC

    Wealth Management

    5小时前


    CICC Hong Kong, 香港 全职

    Job Description: · The position is responsible for assisting Institutional Wealth Advisors to maintain business relationship with high-net-worth individual clients, completing required paperwork, conducting limited research projects, responding to client inquiries, and providing ...


  • eFinancialCareers Hong Kong, 香港 全职

    Responsibilities: · ● Oversee all finance related matters for the Group including financial reporting, taxation and banking matters · ● Facilitate business decisions and optimize allocation of funding and resources amongst business initiatives · ● Provide recommendations to strat ...


  • Morgan McKinley Hong Kong, 香港 全职

    About the company · An esteemed privately owned and managed private equity real estate investment group in Asia is seeking an exceptional Finance and Accounting Manager. · About the role · In this role, you will oversee private equity fund accounting and administration across ...


  • Ashford Benjamin Ltd Hong Kong, 香港 全职

    Responsibilities: · Responsible for Hong Kong Regulatory Compliance matters · Act as regulatory advisor to securities, wealth management and asset management business and control function · Monitor relevant regulatory changes and development · Implement related policies and proce ...


  • PIMCO Hong Kong, 香港 全职

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capita ...


  • Be Myjob Company Limited Hong Kong, 香港 全职

    Responsibilities · Provide a "Wealth Management" solutions / advice to High Net Worth Individual · Find, Attract and Win new clients · Nurture and Retain existing clients and entice former clients back into the Bank · Continuously develop relationships with a portfolio of cli ...


  • Morgan McKinley Hong Kong, 香港 全职

    RESPONSIBILITIES: · Evaluatie investment opportunities and support the team on developing investment recommendation onshortlisted funds. · Making presentation of recommendation to shortlisted funds to headquarter and clients. · Review, analyze investment opportunities, develops a ...

  • Global Sage Hong Kong

    Finance Manager

    1天前


    Global Sage Hong Kong Hong Kong, 香港 全职

    Duties : · Oversee day-to-day accounting activities, including reviewing payments, invoices and reimbursements; · Manage the financial accounts of subsidiaries in Hong Kong and various jusrisdictions for accurate and timely reporting; and consolidate reports combining financial r ...

  • Global Sage Hong Kong

    Senior Economist

    5小时前


    Global Sage Hong Kong Hong Kong, 香港 全职

    Responsibilities: · As the leader of the Research Department's "Special Projects and Business Advisory" team, you will be responsible for guiding a group of skilled researchers in Hong Kong and mainland business advisors to deliver research insights and timely business advice on ...


  • Global Sage Hong Kong Hong Kong, 香港 全职

    Responsibilities: · As the leader of the Research Department's "Special Projects and Business Advisory" team, you will be responsible for guiding a group of skilled researchers and mainland business advisors to deliver research insights and timely business advice on China trade a ...


  • Selby Jennings Hong Kong, 香港 全职

    Our client, a well-respected healthcare Venture Capital fund based in Hong Kong, specializes in advanced healthcare investment. They are currently seeking a Junior Research Analyst/Associate (Scientist, Ph.D.) to join their team. · Qualifications: · PhD Degree in Biomedical Scien ...


  • Charterhouse Partnership Singapore Hong Kong, 香港 全职

    As part of the Asia team, you will be working actively on all aspects of new platform investments, add-on investments, divestitures and related financings, including but not limited to the following: · Helping to process new investment opportunities, ranging from market assessmen ...


  • Omni Group Asia Ltd. Hong Kong, 香港 全职

    Key Responsibilities: · Tailored Financial Planning: As a Senior Relationship Manager, you will provide bespoke financial planning services to a discerning clientele. Your expertise will guide high-net-worth individuals, mainlanders, and offshore customers toward their financial ...


  • 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 ...


  • eFinancialCareers Hong Kong, 香港 全职

    Responsibilities · In charge of full set of accounts, month-end closing, annual budget, planning, forecasting and monthly operational review report · Handle full set accounting (Included GL, AR, AP), prepare monthly revenue analysis report and consolidation report · Prepare daily ...

  • HOPE

    Type 4

    5小时前


    HOPE Hong Kong, 香港 全职

    Responsibilities: · • Act as a Responsible Officer with management responsibilities and duties to supervise SFC regulated activities in Type 4 & 9 business in particular · • Responsible for strategies development, supervisory and implement the operations in asset management and f ...


  • 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 ...