Wealth Investment Product Expert
3 weeks ago
Wealth Investment Product Expert .As a Wealth Investment Product Expert, you will be a subject matter expert on Wealth Investment Solutions, providing market updates to support Premier Relationship Managers exploring wealth investment opportunities. Through joint meetings with Premier customers, you will understand customers’ needs and provide wealth investment solutions. Additionally, you will provide investment product training & coaching to enhance Relationship Managers' product and market knowledge.Principal responsibilitiesProvide technical and skills coaching towards developing staff teams in order to achieve team business objectives.Work closely with the Relationship Management and Wealth Management teams in providing specialist services in business planning and joint meetings.Engage in joint servicing or calls with customers regarding their investment needs, and participate in client or off-site functions as and when required.Supply timely market and product updates to both staff and customers.Work closely with the wealth management product teams and development team on new products, product enhancements and improvements in customer experience.Assist the frontline teams with all customer servicing needs and disputes in order to ensure seamless support is provided to our customers.*Remark: Multiple work locations available across branches in Hong Kong, Kowloon, and New Territories.
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Wealth Investment Product Expert 投資顧問
3 weeks ago
Central And Western District, Hong Kong SAR China HSBC Full timeSome careers have more impact than others.If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Wealth and Personal...
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Wealth Investment Product Expert 投資顧問
3 weeks ago
Central And Western District, Hong Kong SAR China HSBC Full timeSome careers have more impact than others.If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Wealth and Personal...
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Wealth Management Consultant
3 weeks ago
Kwun Tong District, Hong Kong SAR China IPP Financial Advisers Holdings Limited Full timeIPP Financial Advisers Holdings Limited Kowloon, Hong Kong SAR2 days ago Be among the first 25 applicantsPartner of IPP Financial Advisers Holdings LimitedWe are currently seeking a high caliber professional to join our team as a Wealth Management Consultant.As the leader in wealth management, IPP is offering innovative and intelligent solutions to thousands...
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Insurance Product Expert 財務策劃經理
3 weeks ago
Kwun Tong District, Hong Kong SAR China HSBC Full timeSome careers open more doors than others.If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Wealth and Personal...
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Axa wealth management
3 weeks ago
Kwun Tong District, Hong Kong SAR China AXA Hong Kong Full timeAXA Wealth Management - Full / Part Time Kowloon, Hong Kong SARAXA Hong Kong Kowloon, Hong Kong SAR1 day ago Be among the first 25 applicants Provides Financial Strategies for Clients, Identifies Objectives and Constraints Formulates Wealth Management Solutions with Strong Communication, Analytical, and Presentation Skills Conducts Investment Research and...
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Product head, private wealth product
5 days ago
Central And Western District, Hong Kong SAR China KOS International Limited Full timeProduct Head, Private Wealth Product (Private Bank) (65660) Hong Kong Island, Hong Kong About my client Our client is a well-established private wealth institute in Hong Kong. With their continuous expansion in business, they are now looking for high calibre to join them as a Product Head in Private Wealth Product Development under their Private Banking...
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AXA Wealth Management
3 weeks ago
Kwun Tong District, Hong Kong SAR China AXA Hong Kong Full timeAXA Wealth Management - Full / Part TimeKowloon, Hong Kong SARAXA Hong Kong Kowloon, Hong Kong SAR1 day ago Be among the first 25 applicantsProvides Financial Strategies for Clients, Identifies Objectives and ConstraintsFormulates Wealth Management Solutions with Strong Communication, Analytical, and Presentation SkillsConducts Investment Research and Stays...
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Wealth Product Manager
3 weeks ago
Central And Western District, Hong Kong SAR China PAObank Full timeGet AI-powered advice on this job and more exclusive features.Responsibilities:Build a new wealth management platform by managing comprehensive wealth products and creating a delightful user experience.Drive the implementation project by collaborating with cross-functional teams to ensure successful product delivery.Manage the fund product shelf to offer the...
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Wealth Product Manager
3 weeks ago
Central And Western District, Hong Kong SAR China PAObank Full timeGet AI-powered advice on this job and more exclusive features.Responsibilities:Build a new wealth management platform by managing comprehensive wealth products and creating a delightful user experience.Drive the implementation project by collaborating with cross-functional teams to ensure successful product delivery.Manage the fund product shelf to offer the...
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Associate Director, Investment Advisory, WM
3 weeks ago
Kwun Tong District, Hong Kong SAR China Standard Chartered Full timePress Tab to Move to Skip to Content LinkResponsibilitiesLeading Portfolio Review conversations with clientsFocusing on growing the business, and empowering RMs with advisory skills and toolsTargeted engagement with high potential clients – aim to upgrade to Priority PrivateDrive adoption of digital advisory toolsAdvisory focused RM trainingUpgrade clients...
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Outreach Insurance Specialist
3 weeks ago
Kwun Tong District, Hong Kong SAR China HSBC Full timeSome careers grow faster than others.If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...
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Wealth Management
3 weeks ago
Central And Western District, Hong Kong SAR China CICC Full timeWealth Management - Institutional Wealth AdvisorThis position is responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates. Understands client needs and requirements, identifies investment opportunities, and provides financial advice to clients. The job duties associated with this role...
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Wealth Management
3 weeks ago
Central And Western District, Hong Kong SAR China CICC Full timeWealth Management - Institutional Wealth AdvisorThis position is responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates. Understands client needs and requirements, identifies investment opportunities, and provides financial advice to clients. The job duties associated with this role...
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Mobile insurance specialist
3 weeks ago
Kwun Tong District, Hong Kong SAR China HSBC Full timeAs an Insurance Specialist, you will be a professional financial consultant to our new and existing Premier customers. With the strong customer base, you are able to fully utilize your knowledge and expertise to provide comprehensive wealth consultation service while collaborating with our professional Relationship Managers and Investment Specialist Team to...
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Mobile Insurance Specialist
3 weeks ago
Kwun Tong District, Hong Kong SAR China HSBC Full timeAs an Insurance Specialist, you will be a professional financial consultant to our new and existing Premier customers. With the strong customer base, you are able to fully utilize your knowledge and expertise to provide comprehensive wealth consultation service while collaborating with our professional Relationship Managers and Investment Specialist Team to...
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Customer service officer
3 weeks ago
Kwun Tong District, Hong Kong SAR China HSBC Full timeSome careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Wealth and Personal...
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Senior Customer Service Officer
3 weeks ago
Kwun Tong District, Hong Kong SAR China HSBC Full timeSome careers open more doors than others.If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Wealth and Personal...
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Customer Service Officer
3 weeks ago
Kwun Tong District, Hong Kong SAR China HSBC Full timeSome careers open more doors than others.If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Wealth and Personal...
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Wealth management
6 days ago
Central And Western District, Hong Kong SAR China CICC Full timeWealth Management - Institutional Wealth Advisor This position is responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates. Understands client needs and requirements, identifies investment opportunities, and provides financial advice to clients. The job duties associated with this role...
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Relationship Manager, SME Banking HK
3 weeks ago
Kwun Tong District, Hong Kong SAR China Standard Chartered Full timeRelationship Manager, SME Banking HK (Wealth Team)As a Standard Chartered Relationship Manager in SME Banking, you’ll be responsible for managing and developing relationships with mid-sized and emerging corporates to drive business growth and meet the bank's strategic objectives. You’ll provide exceptional customer service with the provision of financial...