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Keywords: Customer Services Officer- Wealth Management, Location: Hong Kong

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Customer Services Officer- Wealth Management

Provide accurate and detailed information about wealth management products and services Assist clients with account opening... industry Current holder of SFC licenses RA1 (Dealing in Securities) Knowledge of wealth management products and services...

Posted Date: 13 Jan 2025

Wealth Management Officer /Customer Service Officer (5 days work)

Analysis Customer’s Financial Status and Advisory services MPF and Funds Advisory services Professional services to corporate...Job Highlights Fresh Graduates/IANG are welcome 5 days work Fast Track Promotion to Management Level 我們...

Company: Manulife
Location: Hong Kong
Posted Date: 02 Jan 2025

Wealth Management Department - Customer Service Officer

compliance management tasks. Handle daily anti-money laundering activities. Conduct customer due diligence. Provide support...Job Responsibilities: Manage customer service hotline and address inquiries and complaints. Process customer...

Posted Date: 15 Jan 2025

Senior Services Officer / Services Officer, Channel & Wealth Management

You Expect", is also a leading distributor of investment solutions and services, supported by a broad range of products, as well... of all transactions Provide accurate information to potential and existing customers Process all customer instructions strictly...

Company: Fubon Bank
Location: Hong Kong
Posted Date: 22 Jan 2025

Senior Customer Service Officer - Wealth and Personal Banking

-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network... a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC...

Company: HSBC
Posted Date: 26 Jan 2025

Customer Service Officer (HP) - Wealth and Personal Banking

-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network... a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC...

Company: HSBC
Posted Date: 26 Jan 2025

QA Officer, Customer Service - Wealth & Personal Banking

wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network... a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC...

Company: HSBC
Location: Central, Hong Kong
Posted Date: 24 Jan 2025

Quality Assurance Officer, Customer Service - Wealth & Personal Banking

banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people... to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking...

Company: HSBC
Posted Date: 18 Jan 2025

Customer Service Officer (HP) - Wealth and Personal Banking

banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people... to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking...

Company: HSBC
Posted Date: 04 Jan 2025

Senior Customer Service Officer - Wealth and Personal Banking

banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people... to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking...

Company: HSBC
Posted Date: 03 Jan 2025

Wealth Management Officer

a wide range of services, including asset management, securities brokerage etc. To cope with our business expansion... and explore new business opportunities; Assist Team Head to develop business strategy, new business model & services to achieve...

Posted Date: 29 Dec 2024

Chief Officer, Customer Proposition & Wealth

and Wealth to spearhead the proposition development for our targeted customer segments, and build differentiated Wealth... development of differentiated customer propositions across markets, covering segment management, product proposition, value-added...

Company: Prudential
Location: Hong Kong
Posted Date: 15 Jan 2025

Financial Services Officer - Wealth & Personal Banking

-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network... a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC...

Company: HSBC
Location: Central, Hong Kong
Posted Date: 17 Jan 2025

Mortgage Service Officer / Senior Mortgage Service Officer - Wealth and Personal Banking

banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people... to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking...

Company: HSBC
Posted Date: 16 Jan 2025

Financial Services Officer - Wealth & Personal Banking

banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people... to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking...

Posted Date: 04 Dec 2024

Sales Officer, EPSCO - Wealth & Personal Banking

range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures... that will take you further. Retail Banking and Wealth Management serves more than 50 million customers worldwide with a complete...

Company: HSBC
Posted Date: 19 Jan 2025

Distribution Director (Wealth Management Platform)

Description: This role act as a licensed Responsible Officer and will supervise Type 1 and 4 activities for a wealth.... Wealth Management qualifications would be beneficial. All applications applied through our system will be delivered...

Company: Chubb Life
Location: Hong Kong
Posted Date: 17 Jan 2025

Retail Officer Trainee Program – Wealth and Personal Banking

a comprehensive array of personalised banking solutions. Customers can easily access to our integrated wealth management services no... network across the city, Bank of Communications (Hong Kong) has set up 37 wealth management service centres in its outlets...

Location: Hong Kong
Posted Date: 27 Jan 2025

Officer, Contact Center Customer Service

and services, including wealth management and investment, protection, credit cards, and secured lending. Citi Private Bank offers... bespoke wealth management services to a prestigious group of high net worth individuals and families. At Citi, we get...

Company: Citigroup
Location: Hong Kong
Posted Date: 26 Jan 2025

Customer Services Officer (Contract)

Banking and Wealth Management Department Job Functions: Customer Service Customer Services Officer (Contract...) Responsibilities Deliver quality customer services through counter transactions Cross-sell retail banking products Support back-end...

Company: Bank of China
Location: Hong Kong
Posted Date: 26 Jan 2025