management, encompassing both investment and insurance sectors. Assess customer requirements through financial analysis... investment and insurance offerings. Employer questions Your application will include the following questions...
Proven track record in selling investment products is highly preferable Pass in the Insurance Intermediaries Qualifying...
and attendance to the necessary follow-up Acting upon clients' instructions to execute investment transactions Support business...
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...
are also welcome. * Relevant professional qualification in insurance and investment is an advantage Strong service and sales orientation, self...
are also welcome. * Relevant professional qualification in insurance and investment is an advantage Strong service and sales orientation, self...
, District Managers, Investment Counselors, Wealth Coaches and other key stakeholders in building healthy sales pipelines... & services, including but not limited to full-fledged investment and insurance products, knowledge and experiences in corporate...
, preparation of Client Relationship Manager reports and campaign monitoring Full compliance with internal and external rules... to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth...
States. The Asia General Account Investment function serves as the in-house investment manager for all of Manulife’s Asia.... Our strong investment management expertise and capability has been developed over the years and spans a wide range of asset classes...
-paced environment. Candidate with less experience may be considered as Assistant Relationship Manager... growth. Responsibilities Provide investment or insurance solutions to ensure the needs of high-net-worth clients...
with Relationship Managers to provide investment advisory Prepare and update market information to team and clients Monitor client..., Economics or Business related disciplines At least 5 years investment advisory or investment related experience Knowledge...
a professional manner Work closely with relationship manager team to achieve sales and business targets Provide regular product...Responsibilities: Deliver investment product solutions (mainly on Mutual Fund) to our high-net-worth clients in...
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... compliance with regulatory requirement Identify clients’ investment needs. Advise and provide customized private wealth...
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments... of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional...
our people and are committed to long-term investment in our talents. Join us for an exciting career path now! Responsibilities...: Assist the Assistant Manager to responsible for the daily operation in Peony Chinese Restaurant Provide high standard...
accounts and have your own customer base. Customer relationship management, follow up on sales activities. Coordinate...
and public charging station and charging system design consulting, investment cooperation, construction, operation... is an advantage Good understanding and relationship with landlords, property management companies, property developers...
. We are currently seeking a high calibre professional to join our team as a Senior Marketing Manager, Brand and Propositions Marketing... on investment Holder of this role is expected to demonstrate a good understanding of key trends and areas of innovation...