of PhillipCapital. PhillipCapital founded in 1975 in Singapore, our member companies operate in 16 financial hubs, with offices... Management (HK) Ltd, Phillip Financial Advisors (HK) Ltd, Phillip Finance (HK) Ltd, Phillip Institute of Finance Learning Co Ltd...
. We are currently seeking a high calibre professional to join our team as a Wealth Planner. Principal Responsibilities To be a part... Requirements At least 7-10 years of relevant experience, preferably in financial institutions, professional firms...
career history with relevant product advisory experience in financial institutions, particularly in private banking, wealth...
an advantage; Passed the Estate Agent Authority (EAA) Examination an advantage; Certified Financial Planner (CFP) an advantage... Financial Group has been ranked one of the best financial service brokers industry for consecutive years. With the support...
Professional Development (CPD) requirements Chartered Financial Analyst, Certified Financial Planner, Certified Financial... Management Planner, Financial Risk Manager or other professional qualification preferred Fluent written and verbal English...
Certified Financial Planner or Certified Financial Marketing Professional accreditation or other relevant qualification...
a balanced risk operating environment Certified Financial Planner qualification would be an advantage Holder of relevant... frontline experience in financial services, with outstanding track record of supervisory experience in a management capacity...
, manage exceptional cases and update parameters on the system. Planning Assist Regional Planner to provide analysis... business partners. Possess a working knowledge of financial measurements and how to impact them. Advanced level of excel...
Certified Financial Planner or Certified Financial Marketing Professional accreditation or other relevant qualification...HSBC is one of the world's largest banking and financial services organisations. Our global businesses serve more than...
Professional Development (CPD) requirements Chartered Financial Analyst, Certified Financial Planner, Certified Financial... Management Planner, Financial Risk Manager or other professional qualification preferred Fluent written and verbal English...
and Indonesia is a wholly-owned subsidiary of China Life Insurance (Group) Company, China’s largest financial insurance corporation... insurance products, premium financing, business insurance with company and trust structure Private banking, wealth planner, tax...