-
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 ...
-
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 ...
-
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 ...
-
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 ...
-
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 ...
-
Kelvin Zin International 觀塘區, 香港 OTHERKelvin 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
13小时前
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 ...
-
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 ...
-
Wealth Services Manager
13小时前
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 ...
-
HSBC Hong Kong, 香港 Permanent - 全职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 ...
-
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 ...
-
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 ...
-
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 ...
-
Goldman Sachs Hong Kong, 香港Asset & Wealth Management, Private Wealth Management, Wealth Management Professionals - CIP, Analyst, Hong Kong · DIVISIONS AND JOB FUNCTIONS · Wealth Management · Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their finan ...
-
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 ...
-
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 ...
-
Job Gallery Consultancy Limited Hong Kong, 香港 全职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, ...
-
HSBC Hong Kong, 香港 Permanent - 全职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 ...
-
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 ...
-
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 ...
Wealth Management - Hong Kong, 香港 - CICC
描述
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 clients. The job duties associated with this role may be expected to include but not limited to:
Developing and maintaining business relationship with target clients, bringing in new clients and new AUM to the firm.
Providing investment advisory and asset allocation services.
Provide trading and execution services for clients on equities, fixed income, foreign exchange, futures and options, mutual funds, hedge funds, PE funds and structured products etc.
Assist clients on wealth planning and preservation through various tools and services.
Working in a highly dedicated and professional team environment.
Knowledge
Sufficient knowledge on the Chinese and international capital markets, all major investment instruments and the firm's products and services.
Understanding the client's investment need and orientation.
Skills and Abilities
Client service driven.
Passionate for front line sales roles and interested in financial market.
Effective communicator.
Excellent interpersonal skills and team player.
Highly disciplined and self motivator.
Qualifications
Solid sales related experience in banking and finance companies, preferably having direct experiences in securities dealing and wealth management roles.
Master degree in relevant majors, preferably an MBA degree holder.
SFC license 1 and 4.
