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Wealth Management
发现在: Talent HK A C2 - 4天前
CICC Hong Kong, 香港 全职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 ...
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Wealth Management
发现在: Talent HK A C2 - 3天前
CICC Hong Kong, 香港 全职Job Description: · This position is responsible for developing business relationship with high-net-worth individuals, their families, family offices and corporates. Understands client needs and requirements, identifies investment opportunities and provides financial advice to cli ...
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Wealth Management
发现在: Talent HK A C2 - 3天前
CICC Hong Kong, 香港 全职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 ...
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Wealth Management
发现在: Talent HK A C2 - 1天前
CICC Hong Kong, 香港 全职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 ...
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Wealth Management –Affluent Wealth Specialist
发现在: Talent HK A C2 - 3天前
CICC Hong Kong, 香港 全职Job Description: · The position is responsible for maintaining business relationship with ESOP clients, responding to client inquiries and providing administrative co-ordination with other internal teams. · The job responsibilities associated with this role may be expected to inc ...
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Wealth Management –Affluent Wealth Specialist
发现在: One Red Cent Asia eFC C2 - 3天前
CICC Hong Kong, 香港 全职Job Description: · The position is responsible for maintaining business relationship with ESOP clients, responding to client inquiries and providing administrative co-ordination with other internal teams. · The job responsibilities associated with this role may be expected to inc ...
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Wealth Services Manager
发现在: Talent HK A C2 - 4天前
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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Wealth Services Manager
发现在: Talent HK C2 - 4天前
Dah Sing Bank Hong Kong, 香港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 ...
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財富管理經理 Wealth Management Manager
发现在: beBee S2 HK - 3天前
TFL WEALTH 觀塘區, 香港 OTHER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 · 學習不同專業理財知識 · 福利待遇 : · 入職獎金高達$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,多勞多得 · 特快晉升機會 · 獲得出席海外旅行、業務會議機會 · 每月定時舉辦不同興趣班、工作坊、遊戲活動 · Work-life balance · 彈性工作時間 · 入職要求 : · 願意學習,對理財有興趣 · 無需相關工作經驗 · 擁有中學文憑學歷以上 (歡迎大學在讀生、應屆畢業生、IA ...
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Wealth Management Firm
发现在: beBee S2 HK - 3天前
APAC Michael Page Hong Kong, 香港 全职My client, a wealth management firm in Hong Kong, are looking for a US Corporate Tax specialist. The ideal candidate will have 5-7 years of experience doing US partnership and corporate tax work. · 客户简介 · The client is a wealth management firm with an excellent reputation in the ...
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Wealth & Protection Manager
发现在: Talent HK C2 - 8小时前
Standard Chartered Bank Hong Kong, 香港 全职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 ...
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Wealth Distribution Management Manager
发现在: Talent HK C2 - 6天前
HSBC Hong Kong, 香港 Permanent - 全职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 ...
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Wealth Planning, Senior Manager
发现在: One Red Cent Asia eFC C2 - 3天前
Unicorn Advisor (HK) Limited Hong Kong, 香港 全职Responsibilities · Providing consulting services on global property, family wealth, inheritance, asset protecting and tax planning for high net worth individuals and families. · Developing internal business processes, communication and coordination with external partners (includi ...
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Senior Wealth Management Advisor
发现在: One Red Cent Asia eFC C2 - 4天前
Industrial and Commercial Bank of China (Asia) Limited Hong Kong, 香港 全职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, ...
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Relationship Manager, International Wealth Management
发现在: Talent HK C2 - 5天前
KGI Asia Hong Kong, 香港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 ...
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Relationship Manager – Private Wealth Management
发现在: Talent HK A C2 - 2天前
Haitong International Securities Group Limited Hong Kong, 香港 全职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 ...
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Fund Product Manager – Private Wealth Management
发现在: Talent HK A C2 - 6天前
Haitong International Securities Group Limited Hong Kong, 香港 全职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 ...
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Asset & Wealth Management, Private Wealth Management, Financial Analyst, Analyst, Hong Kong
发现在: One Red Cent Asia eFC C2 - 5天前
Goldman Sachs Hong Kong, 香港 全职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 ...
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Regulatory compliance, Private Wealth Management
发现在: Talent HK A C2 - 4天前
Unicorn Advisor (HK) Limited Hong Kong, 香港 全职Required to have prior SFC regulatory working experiences · Very strong in wealth management product due diligence and compliance experiences · Fluent in Mandarin is a MUST · ...
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Accelerating Wealth Programme, Premier Relationship Manager – Wealth and Personal Banking
发现在: Talent HK C2 - 8小时前
HSBC Hong Kong, 香港 Permanent - 全职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 ...
Wealth Management - Hong Kong, 香港 - CICC
描述
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 administrative co-ordination with investment management, trading, operations, and customer services areas.
The job responsibilities associated with this role may be expected to include but not limited to:
Responsibilities:
· Helping Institutional Wealth Advisors to do the routine work, such as completing required paperwork, conducting research projects, record maintenance
· Responding to client inquiries and helping clients on their accounts, like opening accounts, checking accounts activities, and coordinating with back office about trading settlement, and so on
· Prepares and processes meeting coordination, documents filling, expenses reports and travel arrangements
· Providing administrative coordination with investment management, trading, operations, and customer services
Job Requirement:
· Bachelor or above degree in Finance, Business Administration or related disciplines
· 1-3 years relevant work experience in financial services or banking industries preferable
· Good PC skills, ability to use Microsoft Office
· Fluent speaking of Mandarin, Cantonese and English
· Honest, integrity, hard working with inspiration
· Good teamwork and interpersonal skills
· Holder of SFC license preferable
