, encompassing both investment and insurance sectors. Assess customer requirements through financial analysis and portfolio... in promoting a comprehensive range of wealth management products, including investment and insurance offerings. Capable...
recognition and reputation, we not only focus on proactive and prudent business expansion, but also talent investment. We respect... opportunities and promote banking products to achieve business targets Establish and maintain solid business relationship...
recognition and reputation, we not only focus on proactive and prudent business expansion, but also talent investment. We respect... and management targets effectively Solicit new business and deepen existing relationship with corporate clients Develop the...
Collaborate with internal teams to deliver customized financial solutions, including investment management, estate planning... objectives Stay informed about market trends, investment strategies, and regulatory changes to provide informed advice Prepare...
's individual clients. Be able to liaise with our Branches in Mainland China and develop personal banking clients' relationship... offices of Retail Banking. Passed in HKSI Paper 1, 7, 8 and IIQE Paper 1 & 3. Good understanding of investment and insurance...
to both investment and insurance Maintain trustful relationship with both prospective and existing clients in particular High-Net-Worth...
in financial technology. We provide brokerage, investment research, asset management, insurance, employee stock ownership plan... to join us. Key elements of the job: Communicate and keep good relationship with retail client, as a representative of the group...
relationship managers by providing high-quality service delivery to High Net Worth clients Executing a broad range of banking... and investment task accurately and on a timely basis Ensure that all applications are complied with company policy and regulatory...
relationship managers in performing various client transactions and delivering high quality customer services to high net worth... Equipped with solid knowledge of investment products and banking procedures Good command of both written and spoken English...
About The Role Developing customer base and establish long term relationship with high net worth customer Providing... will be a definite advantage) Familiar with banking products, operations and relevant policies and procedures Familiar with investment...
Holistic Financial Planning / Investment Planning / Insurance Planning/ Estate Planning for HNW clients... Strong desire of self-improvement and learn from experiences Good communication, interpersonal, analytical and relationship...
Job Descriptions: Handle client enquiries about investment products and service support Create and maintain good... relationship with both prospective and existing clients Provide quality customer services and handle all client’s account services...
experience in retail banking or solid sales experience in investment / insurance to individual clients IIQE 1,2,3 and HKSI... as General Banking Manager...
in selling investment products will be given priority considerations Possess the qualifications of IIQE Qualification in HKSI... Manager We offer competitive remuneration package and promising career opportunities to the successful candidates...
experience in retail banking or solid sales experience in investment / insurance to individual clients IIQE 1,2,3 and HKSI... as General Banking Manager...
relationships with customers Promote investment, insurance and banking products for business opportunities Requirements...
experience in retail banking or solid sales experience in investment / insurance to individual clients IIQE 1,2,3 and HKSI...
and attendance to the necessary follow-up Acting upon clients' instructions to execute investment transactions Support business...
. Promote wealth management products such as investment, insurance and other banking products. Ensure the selling processes..., Investment Counselors, Wealth Coaches and other key stakeholders Requirements: Proficient in Mandarin Minimum 3 years of HK...
relationships with customers Promote investment, insurance and banking products for business opportunities Requirements...