operations, such as enterprise resource planning (ERP) systems, cloud platforms with international reach, and project management..., omnibus, tokenisation and wealth management services, which deliver institutional clients in addition to professional...
and conduct business, compliance and risk management audits from planning to reporting, tracking and closing of audit issues... banking, wealth management business, compliance, risk management; knowledge in data analytics, IT controls and technical risk...
Club” Wealth Management Centres) in Hong Kong. It is engaged in commercial banking, investment banking and other financial... talent acquisition, development and succession planning; Analyse business needs, talent gap and suggest areas...
notably in cross-border customer segment Identify and partner with product specialists to provide professional wealth... management and financial planning service to clients Assist branch to increase sales capacity and cost efficiency of branch...
Responsibilities Provide financial planning services to high-net-worth customers Build and maintain good... relationships with assigned client segment Tailor made wealth management solutions for retail customers such as insurance, UT KYC...
Collaborate with internal teams to deliver customized financial solutions, including investment management, estate planning... field Minimum of 3 years of experience in relationship management, wealth management, or financial advisory...
with us. Responsibilities: Work closely with branch sales management and sales staff on their wealth business planning to achieve business...
Collaborate with internal teams to deliver customized financial solutions, including investment management, estate planning... field Minimum of 3 years of experience in relationship management, wealth management, or financial advisory...
Club” Wealth Management Centres) in Hong Kong. It is engaged in commercial banking, investment banking and other financial... Assist in business planning, budget preparation and reporting Prepare commentary and reporting as per business needs...
and facilitate annual budgeting process and ambition planning Support HK Location Business Continuity Management activities... and experience: Person with post/graduate level degree and analytical skills Minimum 3 years banking experience in Wealth...
their wealth of attributes, skills and knowledge to support the overall health of the firm. Team: We value the power..., engineering, and planning projects in the world. We believe an inclusive environment improves our teams, our firm...
將全力助你以您獨特的方式創造改變。 Roles and Responsibilities 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...
將全力助你以您獨特的方式創造改變。 Roles and Responsibilities 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...
and maintain long term business relationships with the tax adviser, lawyer, trustee to cater for wealth planning needs. Develop... of maximizing value added to the clients. 工作要求 Minimum of 8 years of working experience in wealth planning, trust...
About us UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global..., and quick to pick up new concepts strong planning skills, well-organized and can work well under pressure familiarity...
in one or several product categories, as relevant to market, such as Structured Products/FX/Investment/Trusts/Estate planning /Retirement... Relationship Manager in understanding clients better, meeting clients together with RM when required, making suitable...
Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations... to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth...
and to pursue a bright and exciting future. Responsibilities Promote retail banking and wealth management products... products & services and able to lead a team to ensure excellent services are provided Expert knowledge in financial planning...
as a prestigious boutique consulting firm in the Health and Wealth Industry in 2022. GUM, as a MPF expert, pioneered in providing MPF... you more inspiration, wealth and happiness. Fast-Learning GUM is devoted to creating a fast-learning environment for our staff...
. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry... (LOB) projects, including developing international growth strategies, assessing and planning new product and market entry...