Regulatory compliance, Private Wealth Management - Hong Kong, 香港 - Unicorn Advisor (HK) Limited

Wealth Management

发现在: Talent HK A C2 - 8小时前

CICC Wealth Management (WM) provides high net-worth clients with a broad spectrum of wealth management solutions including securities trading, various investment and financing products. This position is within the WM operation team to support HK Wealth management group for operat ...

Wealth Management

发现在: Talent HK A C2 - 5天前

Job Description · • Coordinate the logistics of nationwide marketing trips. · • Collect staff marketing activity reports to maintain the department information systems. · • Answers phones extensively and professionally, screen calls, and deals with client requests/questions effec ...

Wealth Services Manager

发现在: Talent HK A C2 - 16小时前

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 ...

財富管理主任 Wealth Management Planner

发现在: beBee S2 HK - 2天前

Kelvin Zin International Group @ Manulife · 一個與眾不同的充滿活力,搵到錢,快樂指數高的團隊。 · 快來加入我們吧 · 工作性質: · 參與每日會議及各種不同主題的培訓 · 提升溝通技巧及建立社交人脈網絡 · 提供客戶各項財富管理諮詢與服務 · 學習不同理財知識 · 福利待遇 : · 入職者獎金高達$6,000、新人獎金、每週獎金、每月花紅、每月津貼、年終花紅 · 收入無上限 · 特快晉升機會 (最快一年內晉升為管理層) · 獲得出席海外旅行、業務會議 · 每月定時舉辦不同興趣班、工作坊、遊戲活動 · W ...

Wealth Services Manager

发现在: Talent HK C2 - 16小时前

Job Purpose: · To provide excellent service to satisfy customer's wealth management needs and solicit wealth business through non-face-to-face channels. · Main Responsibilities: · Meet / exceed sales target assigned. · Solicit wealth business by non-face-to-face channels, inc ...

Assistant Manager, Wealth

发现在: Talent HK C2 - 2天前

Some careers grow faster than others. · If you're looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new di ...

Wealth & Protection Manager

发现在: Talent HK C2 - 4天前

Role Responsibilities · Provide Job Summary to give an overview of the role. It is primarily used when advertising the role internally and externally during hiring · Strategy · To collaborate with branch sales staff to provide professional insurance planning services by meeting ...

Wealth Distribution Management Manager

发现在: Talent HK C2 - 2天前

Some careers have more impact than others. · If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers o ...

Assistant Manager, Wealth Management Marketing

发现在: Talent HK A C2 - 3天前

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 ...

Premier Wealth Relationship Manager

发现在: Talent HK C2 - 5天前

Some careers have more impact than others. · If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers o ...

Senior Wealth Management Advisor

发现在: Talent HK A C2 - 3天前

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, ...

Senior Wealth Management Advisor

发现在: One Red Cent Asia eFC C2 - 4分钟前

Job ResponsibilitiesClose liaison with Branches to prepare the sales plans and sales activities · Review tactical and strategic plans to boost the sales revenue in order to achieve year end assigned target within regulatory framework · Develop the sales capacity, sales coaching, ...

Relationship Manager – Private Wealth Management

发现在: Talent HK A C2 - 6天前

Job Responsibilities · Complete all necessary process to ensure account opening is smoothly and efficiently done; · Preparing all necessary KYC review for Compliance requirement; · Ensure comply with all cross border rules when servicing overseas clients; · Ensure recommendations ...

Assistant Manager, Wealth Management Marketing

发现在: Talent HK C2 - 3天前

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 seek to attract high ...

Relationship Manager, International Wealth Management

发现在: Talent HK C2 - 1天前

Responsibilities Acquire new business and opportunities for the development of International Wealth Management ("IWM") business in the region · Promote tailor-made financial solutions to clients, with wide range of financial tools including equities, futures, bonds, funds as well ...

Asset & Wealth Management, Private Wealth Management, Financial Analyst, Analyst, Hong Kong

发现在: One Red Cent Asia eFC C2 - 1天前

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 financial planning, investment management, banking and comprehensive advice to a ...

Fund Product Manager – Private Wealth Management

发现在: Talent HK A C2 - 2天前

Job Description: · Responsible for the development and maintenance of fund product shelf for private wealth management clients. · Develop and execute fund product strategies to boost product sales · Work with internal and external partners to enrich product shelf and streamline ...

Accelerating Wealth Programme, Premier Relationship Manager – Wealth and Personal Banking

发现在: Talent HK C2 - 4天前

Could you find your future in your present? · We are currently seeking motivated individuals from all backgrounds to join our Accelerating Wealth Programme (AWP) to train to become our Premier Relationship Manager . · AWP prioritises transferable skills over experience and qualif ...

Director, Global Wealth Management Sales

发现在: Talent HK C2 - 5天前

Position Overview · We are seeking a highly driven individual to join a fast-paced environment as a member of Apollo's Global Wealth Management APAC team in our Hong Kong office. This newly created role will ideally suit a high performing salesperson looking to support our glo ...

Account Manager – Wealth Management, Hong Kong

发现在: Talent HK C2 - 8小时前

RESPONSIBILITIES · Work with the team to develop and execute a business development and relationship management strategy amongst our bank distribution partners in Hong Kong. PIMCO views this market segment as a strategic growth opportunity · Market and service the full range of ...