HKIB Certified Bankers preferred Proven track record in selling investment products is highly preferable Pass in the...
Proven track record in selling investment products is highly preferable Pass in the Insurance Intermediaries Qualifying...
preferred * Proven track record in selling investment products is highly preferable Pass in the Insurance Intermediaries...
but prudently. Inheriting our “People Focus” tradition, we strongly believe in the philosophy of talent investment... with us. Job Description: Develop and manage a portfolio of private banking clients. Perform investment portfolio analysis and fulfil clients...
but prudently. Inheriting our “People Focus” tradition, we strongly believe in the philosophy of talent investment... Intermediaries Examination will be an advantage; Sound knowledge towards investment market and various banking products; Sales...
relationships with customers Promote investment, insurance and banking products for business opportunities Requirements...
investment, trust, insurance, tax advice, and portfolio management Be capable to manage channel sales opportunities, as well...
, investment and wealth management products to customers Grow and strengthen the wealth of Private Banking group of sophisticated... are in compliance with the bank’s guidelines Conduct Due Diligence Checking and “KYC” process for customers Execute investment...
Collaborate with experiencedproduct specialists in offering professional advice to meet the customers’ investment goals and needs... differentiated solutions Requirements Degree holder in related disciplines Minimum 3 years of sales experience in investment...
and bring in new pool of clients Understand clients' needs in wealth planning and manage well their investment portfolios... Familiar with different types of insurance and investment products across different channels and client segments...
and bring in new pool of clients Understand clients' needs in wealth planning and manage well their investment portfolios... Familiar with different types of insurance and investment products across different channels and client segments...
service for these segment customers to build and maintain good relationships * Promote investment, insurance and banking... in direct selling investment or life insurance * Strong proficiency in written and verbal Cantonese, Chinese and English...
and bring in new pool of clients Understand clients' needs in wealth planning and manage well their investment portfolios... Familiar with different types of insurance and investment products across different channels and client segments...
ever-evolving financial services space. As an Investment Professional in the Single Coverage Team, you will work closely... with our Investment Specialists to provide support in all facets of daily business routine, whilst maintaining awareness...
matter expert on Wealth Investment Solutions provide market updates to support Premier Relationship Managers exploring wealth... with honors in economics, finance, business, mathematics or a related discipline Solid relationship manager or sales role...
At least 5 years’ Relationship Manager or Investment Advisor experience in private banking or ultra-high net worth clients sector... in compliance with regulatory requirement Identify clients’ investment needs. Advise and provide customized private wealth...
to investment team to ensure adherence to investment mandate and risk policies; Ensure achievement of all requirements of audit... good relationship, address business concern, explore further opportunity, and ensure best service; Improve evaluation...
to investment team to ensure adherence to investment mandate and risk policies; Ensure achievement of all requirements of audit... good relationship, address business concern, explore further opportunity, and ensure best service; Improve evaluation...
Develop the relationship manager team culture and build a strong sense of team spirit *Remark: Multiple work locations... to join our team as a Branch Sales Manager. As an Branch Sales Manager, you have a central role to play in excel your leadership...
a strong working relationship with CLM team and the front office Relationship Manager team Manage, check and complete day-to-day... to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth...