performance within the Life & Wealth Management portfolio, with a particular focus on HNW and ULB. Spearhead the introduction... wealth management and marketing events targeting both sales channels and customers. Assist in the creation and management...
Job Descriptions: Able to achieve monthly sales target by formulating sales planning and strategies. Provide wealth... management solutions including portfolio management and trust planning Handle all client’s account services enquiries in related...
in wealth management products sales Pleasant and outgoing personality with good interpersonal and communication skills..., insurance, securities, trust and asset management sectors. Serving customers with whole-hearted, the Bank provides comprehensive...
with at least 2 years relevant experience from Private Banking, Wealth Management or Asset Management Good command of both spoken...
Job Highlight Wealth Management Clients Relationship Management; Applicants with a minimum 2 years of experience... in the financial industry are welcome; Direct working experience in wealth management or client relationships is preferred...
and managing portfolio of high net worth customers by providing tailored wealth management solutions Actively explore and identify..., insurance, securities, trust and asset management sectors. Serving customers with whole-hearted, the Bank provides comprehensive...
Job Description: Private Banking is involved with every facet of wealth management, including investments, wealth... Management business, you will understand each client's wealth objects and investment requirements, and work in close partnership...
Job Description: Private Banking is involved with every facet of wealth management, including investments, wealth... Management business, you will understand each client's wealth objects and investment requirements, and work in close partnership...
. Besides the property agency services, scope of the Group’s business includes wealth management, risk management, investment... advisory service, surveying, property valuation, tenancy management, mortgage referral and immigration service. Centaline...
Wealth Management Consultant / Vice President / Unit Sales Director Job Descriptions： Seize the future through... with full range of wealth management products to propose High Net-Worth Clients with tailor-made solutions from both Hong Kong...
Job Description: Private Banking is involved with every facet of wealth management, including investments, wealth... Management business, you will understand each client's wealth objects and investment requirements, and work in close partnership...
is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High... Team: J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions...
by the Bank. We are currently seeking a high caliber marketing professional to join us as Assistant Wealth Management...’ portfolio and enhance customer loyalty for the Bank’s wealth management products Implement cost-effective marketing campaigns...
is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High... Team: J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions...
Job Description: Private Banking is involved with every facet of wealth management, including investments, wealth... Management business, you will understand each client's wealth objects and investment requirements, and work in close partnership...
private wealth clients and explore new business opportunities in Hong Kong, Mainland China and other global countries...
. Provide regular reporting to Management. Handle enquiries, proactively identify customer needs and offer appropriate services...
, insurance, securities, trust and asset management sectors. Serving customers with whole-hearted, the Bank provides comprehensive... banking, syndicated loans, bond issuance, financial markets, asset custody and asset management are influential...
Accumulating over 70 years experience on our solid foundation in Hong Kong and Greater China, we succeed and create our brilliant story throughout the region. As the first foreign bank branch in Mainland, we grasp the opportunity to grow al...
Responsibilities: Perform maker role for client investment account opening. Manage tax certificates for client investment accounts. Ensure all transactions (e.g., FX, DCI, ELN, Bond, Equity) under your responsibility are processed, conf...