- Close 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, training and sales advisory support
- Manage the sales force with the aim to achieve sales target performance
- Obtain a thorough understanding of the Hong Kong regulatory framework, in particular related investment ordinances and guidelines issued by the HKMA and SFC to ensure frontline compliance
- Closely monitor high net worth clients' portfolios to continue enhance customer'experience
- Bachelor degree or above in Business, Finance, Economics or other related discipline; CFA, CFP, FRM holders are preferable
- At least 4 years' related working and field experience with solid knowledge on investment and insurance products
- Excellent communication skill and presentation skill, with strong influencing skill and analytical skill
- Proficient in MS Office including Word, Excel and Powerpoint
- Fluent in Cantonese, English and good in Mandarin
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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, ...
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Goldman Sachs Hong Kong, 香港 全职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 ...
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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 ...
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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 ...
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Wealth Management
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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 ...
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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 ...
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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 ...
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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 ...
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Investment Associate
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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 ...
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Senior Economist
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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 ...
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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 ...
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Robert Walters Hong Kong Hong Kong, 香港 全职Opportunity to exercise independent judgement in a supportive environment · Flexible work-from-home policy allowing for a balanced lifestyle · Chance to work in a flat structure where your voice is heard · Key responsibilities · Liaise with external fund administrator to review f ...
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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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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 ...
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The Edge Partnership Hong Kong, 香港 全职Our client is a globally listed Financial Institution and are looking for a driven and energetic professional to head the MI function in APAC. The role is based in Hong Kong and aims to support the CEO on key business finance aspects. · Some of the key responsibilities include: · ...
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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 ...
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Type 4
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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 ...
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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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Aptitude Asia Hong Kong, 香港 全职Role Summary · As a Senior Analyst Special Situations, you will play a pivotal role in identifying and capitalizing on unique investment opportunities arising from corporate events, distressed situations, and other non-traditional scenarios. Your insights and recommendations will ...
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Strategy Manager
17小时前
ConnectedGroup Limited Hong Kong, 香港 全职Strategy Manager (M&A and IPO) · Insurtech with a global presence · Fast-track progression · Flexible working arrangements · About Our Client · My client is an InsurTech company with a global presence. · The Role · Develop and implement strategic initiatives to drive growth and p ...