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...
network across the city, Bank of Communications (Hong Kong) has set up 37 wealth management service centres in its outlets... a comprehensive array of personalised banking solutions. Customers can easily access to our integrated wealth management services no...
network across the city, Bank of Communications (Hong Kong) has set up 37 wealth management service centres in its outlets... a comprehensive array of personalised banking solutions. Customers can easily access to our integrated wealth management services no...
network across the city, Bank of Communications (Hong Kong) has set up 37 wealth management service centres in its outlets... a comprehensive array of personalised banking solutions. Customers can easily access to our integrated wealth management services no...
but not limited to commercial banks, private banks, wealth management channels, family offices and IFAs. Participate in marketing... planning, communication and presentation skills. Fluency in spoken and written English and Chinese. Candidate...
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...
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...
. 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...
Company: Mercer Description: We are seeking a talented individual to join our Wealth team at Mercer. This role... manager for investment clients across advisory and investment solutions. Cover client enquiries from investment technical...
world by implementing Microsoft’s Enterprise Resource Planning (ERP) and Customer Engagement (CE) software from the... and project Manager updated with progress Identify any risks and issues early and raise through the appropriate governance...