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Keywords: Wealth Planning Manager, Location: Hong Kong

Page: 2

Part-time / Internship Wealth Management Elite (Monthly Income 10K-30K)

: - Directly promoted to wealth management manager after graduation - Sponsorship of insurance license (IIQE) examination fees... - Unlimited commission Job Description : - Learning the latest financial market knowledge, wealth and risk management...

Posted Date: 04 Jan 2025
Salary: HKD10000 - 30000 per month

Wealth Investment Product Expert 投資顧問 - Wealth and Personal Banking

Management and Wealth Management teams in providing specialist services in business planning and joint meetings Engage in joint... take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Wealth and Personal...

Company: HSBC
Posted Date: 04 Jan 2025

HSBC Premier Elite Director - Wealth and Personal Banking

recommendation and sales results in wealth products Expert knowledge in financial planning and wealth products Sound knowledge... take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Wealth and Personal...

Company: HSBC
Posted Date: 04 Jan 2025

FSO - Assurance - Audit - Wealth & Asset Management - Staff Accountant - Hong Kong

FSO - Assurance - Audit - Wealth & Asset Management - Staff Accountant - Hong Kong Our Assurance group is one of the... of an assurance manager and senior manager, you'll help execute our work and present its findings to the client. With a clear focus...

Company: EY
Location: Hong Kong
Posted Date: 22 Dec 2024

Financial Consultant /Management Trainee, Wealth Advisor /Internship (畢業生優先 /無相關經驗要求)

將全力助你以您獨特的方式創造改變。 Key Responsibilities and Duties Conducts Fundamental Analysis to Help Develop Advice and Guidance on Financial Planning... Full Capabilities of the Organization Gains Exposure to Every Facet of Wealth Management, Liquidity Management and Ongoing...

Company: AIA
Posted Date: 15 Dec 2024

HSBC Premier Elite Director - Wealth and Personal Banking

recommendation and sales results in wealth products Expert knowledge in financial planning and wealth products Sound knowledge... 40 million customers worldwide through three global businesses: Wealth and Personal Banking, Commercial Banking, Global...

Posted Date: 13 Dec 2024

Wealth Investment Product Expert - Wealth & Personal Banking

Management and Wealth Management teams in providing specialist services in business planning and joint meetings Engage in joint... 40 million customers worldwide through three global businesses: Wealth and Personal Banking, Commercial Banking, Global...

Company: HSBC
Posted Date: 13 Dec 2024

Asset Management - APAC Private Wealth Alternatives Sales Support - Associate

Job Description: Private Wealth Alternatives in APAC is $1 Trillion in size, with $26 Trillion in Private Wealth... financial assets in APAC today, Alternatives for APAC Private Wealth represents an enormous opportunity for J.P. Morgan Asset...

Posted Date: 03 Dec 2024

Financial Planning Manager (Insurance Specialist)

Assist relationship manager of branch to manage their customer portfolio and help them to resolve their issues on customer... portfolio Developing and implementing business plans and marketing strategies with branch/district managers for wealth...

Company: Dah Sing Bank
Location: Hong Kong
Posted Date: 05 Jan 2025

Business Planning and Analytics Manager - Hang Seng Bank (HK)

to join us as Business Planning and Analytics Manager. Principal responsibilities Formulate annual business plan by liaising with various... development opportunities and competitive compensation packages. Investments and Wealth Solutions Hang Seng's Investments...

Company: HSBC
Location: Central, Hong Kong
Posted Date: 20 Nov 2024

Financial Planning Manager / Team Manager (5-day work)

Job Descriptions: Providing diversified wealth management solutions to clients with our comprehensive products...; Holders of HKSI (1, 7, 8) and CFP qualification with related experience could be considered as a Team Manager...

Posted Date: 05 Jan 2025

Product Development Manager (Segmentation)

their wealth, and to create values and deliver returns to our stakeholders and staff. We believe that employees are valuable... platform, end-to-end sales process for frontline including planning, sales discussion and activities effectively Monitor sales...

Posted Date: 06 Jan 2025

System Management Manager

their wealth, and to create values and deliver returns to our stakeholders and staff. We believe that employees are valuable... Involve the migration strategy planning and setup for ATM / Trading System / HKICL / Corporate Email system Manage vendor...

Posted Date: 06 Jan 2025

Customer Experience Manager (Research / UXUI)

and Wealth Management Department Job Functions: Strategic Planning, Information Technology, Project Management, FinTech....pageuppeople.com/798/cw/en/job/499311/customer-experience-manager-research-uxui=11232 Data collected would be used...

Company: Bank of China
Location: Central, Hong Kong
Posted Date: 05 Jan 2025

Account Manager – Customer Service & Development

on your career either as Business Development Manager or Team Manager, depending on your own interests. We have wealth of experience...Established in 2001, Altruist Financial Group Limited is one of the premier financial planning organizations in HK...

Posted Date: 05 Jan 2025

(Senior) Segment Manager (Cross Border Business)

and Wealth Management Department Job Functions: Business Development, Strategic Planning, Project Management Responsibilities... Formulate effective cross-border strategies and plans based on management’s direction Perform project management from planning...

Company: Bank of China
Location: Central, Hong Kong
Posted Date: 05 Jan 2025

(Senior/ Assistant) Mortgage Sales Manager

and Wealth Management Department Job Functions: Business Development, Customer Services, Relationship Management... skills and Chinese input Possess the ability of strategic planning and monitoring of mortgage business also Candidates...

Company: Bank of China
Location: Hong Kong
Posted Date: 05 Jan 2025

Client Account Manager - Service Line

for managing wealth and planning for succession. Your expertise 3-10 years of banking experience include front-office exposure... and responsible About us UBS is the world's largest and the only truly global wealth manager. We operate through four business...

Company: UBS
Location: Hong Kong
Posted Date: 04 Jan 2025

Client Account Manager - Hong Kong Domestic and Southeast Asia

offers solutions for managing wealth and planning for succession. Your expertise knowledge of banking operations... programs About us UBS is the world's largest and the only truly global wealth manager. We operate through four business...

Company: UBS
Location: Hong Kong
Posted Date: 04 Jan 2025

Client Account Manager - Taiwan International

of our clients. Our team offers solutions for managing wealth and planning for succession. Diversity helps us grow, together... About us UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global...

Company: UBS
Location: Hong Kong
Posted Date: 04 Jan 2025