client’s needs in wealth management and planning; Work with product manager/business manager for the investment products...Responsibilities: Provide timely market update, investment strategy, focus/recommendation list, client meeting...
Wealth Management Consultant / Vice President / Unit Sales Director Job Descriptions： Seize the future through... professional wealth planning to help client achieve their personal goals; Provide professional investment advisory services...
Full Capabilities of the Organization Gains Exposure to Every Facet of Wealth Management, Liquidity Management and Ongoing... Relationship Management Displays Creativity in Formulating Integrated Risk Investment Solutions through the Use of a Wide...
calibre Investment Consultant to apply the following position to develop their career ladder in professional banking services... on wealth management solutions such as bonds, structured products and mutual funds to achieve customers' financial goals...
Management Responsibilities: Assist Investment consultant in analyzing market trend and preparing investment proposal Handle... Job Functions: Business Development, Dealing & Trading, Investment Management, Product Development & Management, Relationship...
seeking high caliber professionals to join our Wealth Sales Distribution as Investment Consultant. Principal...'s Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives...
seeking high caliber professionals to join our Wealth Sales Distribution as Senior Investment Consultant. Principal...'s Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives...
Club” Wealth Management Centres) in Hong Kong. It is engaged in commercial banking, investment banking and other financial... and wealth management experience Excellent communication skill, writing skill and analytical skill Good command of spoken...
and customer relationship managers, including but not limited to wealth management, estate planning, diversified asset distribution... and ability to work independently knowledge of various wealth management products and able to recommend various portfolios and products...
Club” Wealth Management Centres) in Hong Kong. It is engaged in commercial banking, investment banking and other financial... with premier branches and wealth management centres of banking and financial companies project management skills is essential...
Full Capabilities of the Organization Gains Exposure to Every Facet of Wealth Management, Liquidity Management and Ongoing... Relationship Management Displays Creativity in Formulating Integrated Risk Investment Solutions through the Use of a Wide...
IFA experience may considered as Senior Wealth Management Consultant We offer: Multi-income from a full... Management (HK) Ltd, Phillip Financial Advisors (HK) Ltd, Phillip Finance (HK) Ltd, Phillip Institute of Finance Learning Co Ltd...
architecture related to private banking, commercial and investment banking, wealth management or asset servicing. Proven... on Insurance, Financial Markets, Private Banking and Asset & Wealth Management. You’ll also work with Sia consultants...