Current jobs related to Dealing Manager, Wealth Management - Central And Western District - CLSA
-
Wealth Management
4 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...
-
Wealth management
2 weeks 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...
-
Wealth Management
4 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...
-
Wealth management intern
2 weeks ago
Central And Western District, Hong Kong SAR China AIA Hong Kong And Macau Full time【AIA Group】Branch Manager & Director | Humble Team (start from 2018) | All members are with MDRT Certificates| Welcome all talents to join our teamExciting Opportunity for Aspiring Finance ProfessionalsAre you a university student looking to kickstart your career in wealth management? Look no further We are thrilled to announce the Challenge Wealth...
-
Head of Wealth
4 weeks ago
Central And Western District, Hong Kong SAR China Prudential Hong Kong Limited Full timetime left to apply End Date: February 14, 2025 (27 days left to apply)job requisition id 25010045Prudential's purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a...
-
Wealth management
2 weeks ago
Central And Western District, Hong Kong SAR China CICC Full timeGet AI-powered advice on this job and more exclusive features. Responsibilities Developing and maintaining business relationships with high-net-worth individuals, their families, family offices, and corporates. Deeply understanding customers' needs, providing customers with professional asset allocation suggestions, continuously providing excellent...
-
Sales Team Head of Wealth Management
3 weeks ago
Central And Western District, Hong Kong SAR China L&F Asian Search Limited Full timeSales Team Head of Wealth Management (D to MD)3 days ago Be among the first 25 applicants• Establish and manage a team of sales (AE) to achieve business sales targets• Develop strategic sales plans and identify business opportunities to expand the client base• Provide cross-product investment advice to meet the investment and financial needs of...
-
Central And Western District, Hong Kong SAR China CLSA Full timeOperations Manager, Wealth Management, OperationsApply locations Hong Kong time type Full time posted on Posted 30+ Days Ago job requisition id JR001070Key Areas of ResponsibilitiesAssist supervisor to monitor internal operations procedures in strict compliance with Company’s guidelines and policies.Maintain client account information and settlement...
-
Central And Western District, Hong Kong SAR China Standard Chartered Full timeDirector, Advisory and Dealing, Equities, CMPS, WS HKLocation: Central, HKArea of interest: Private Banking & Wealth Management Responsibilities Awareness and understanding of the Group's business strategy and model appropriate to the role Strategize and execute long term strategic plans and tactical plans to capture business opportunities within the...
-
Fintech Business Analyst, Wealth Management
2 weeks ago
Central And Western District, Hong Kong SAR China Shenwan Hongyuan (H.K.) Limited Full timeFintech Business Analyst, Wealth ManagementGet AI-powered advice on this job and more exclusive features.Support daily data analysis requirements and develop regular data analysis reportsPerform project management and business requirement analysis;Work closely with internal users and external vendors on both project implementation and post-release system...
-
Health & Wealth Specialist
2 weeks ago
Central And Western District, Hong Kong SAR China Lululemon Athletica Full timeBusiness Unit:Store Support Centre (SSC)Time Type:Full-timeDescription & RequirementsWho we arelululemon is an innovative performance apparel company for yoga, running, training, and other athletic pursuits. Setting the bar in technical fabrics and functional design, we create transformational products and experiences that support people in moving, growing,...
-
Central And Western District, Hong Kong SAR China Goldman Sachs Group, Inc. Full timeAsset & Wealth Management, Financial Reporting and Analysis - Management Team, Analyst, Hong Kong Hong Kong, Hong Kong Job Description YOUR IMPACTAre you a strategic thinker with a strong work ethic, desire to work within a growing global business, and ability to think outside the box? Analysts on the Asia PWM Management Team will gain exposure and access to...
-
Product head, private wealth product
2 weeks 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...
-
Central And Western District, Hong Kong SAR China Bank Of China Full timeSenior Investment Consultant/ Investment Consultant, Private Banking Job No.: 494322 Employment Type: Full time Departments: Private Banking Job Functions: Asset Management, Dealing & Trading, Product Development & Management Responsibilities Understand customer's asset status, risk tolerance, investment orientation and expected return rate to provide...
-
Central And Western District, Hong Kong SAR China Projob21 Ltd. Full timeClient Services Assistant Manager/Manager, Asian-Based Family Office Expansion Headcount in the HK Office Sales assistant, operations & regulatory support Friendly working environment Our Client Representing our Asian-based family office and SFC-regulated entity, with offices located in Hong Kong, Taiwan, and SE Asia, to search for a trilingual client...
-
Premier relationship manager
2 weeks ago
Central And Western 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 further....
-
Head of Digital Wealth
2 weeks ago
Central And Western District, Hong Kong SAR China Bank of China Full timeHead of Digital WealthJob No.:499398Employment Type:Full timeDepartments:Personal Digital Banking Product DepartmentJob Functions:Business Development, Information Technology, Project Management, FinTechResponsibilities:Closely and proactively collaborate with product managers to explore online product sales opportunities.Manage product UX/UI design to earn...
-
Lifestyle Relationship Manager
4 days ago
Central And Western District, Hong Kong SAR China HSBC Full timeSome careers shine brighter than othersIf you're looking for a career that will help you stand out, join HSBC and fulfil your 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 further.In Wealth and Personal Banking, we serve...
-
Client Lifecycle Management Analyst
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.In Wealth and Personal...
-
Central And Western District, Hong Kong SAR China DBS Bank Full timeJob Description - Associate, Treasures Relationship Manager, Treasures & Distribution, CBG & WM (WD72299)Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and...
Dealing Manager, Wealth Management
4 weeks ago
Apply locations Hong Kong time type Full time posted on Posted 30+ Days Ago job requisition id JR001009
Position Description
Handle client enquiry on execution-related matter such as margin requirements, account balance, margin call and forced selling per agreed company policy and procedures.
Key Areas of Responsibilities
Responsible for trading system monitoring and day end transactions matching
Provide daily execution and OTC services for clients
Support Sales / Sales Traders with accurate and efficient executions
Execute trade orders in all covered markets
Deliver the best execution services to the clients
Requirements
Degree holder in Finance, Business Administration or related discipline
3 to 5 years' stable dealing experience with good understanding of OTC and relevant investment products; US option trading experience is an advantage
SFC licensed person with Type 1 and 2 regulated activities and familiar with local regulatory and compliance requirements
Experience in using trading system Winvest, Sharp Point & Algo trading, etc. with knowledge in Excel and Bloomberg is a plus
IT knowledge and UAT testing experience is an advantage
Able to work effectively under pressure and a team player
Independent, creative and aggressive attitude
Position may require working on shift rotation subject to line manager arrangement
Good command of written and spoken English, Cantonese and Mandarin.
Stay informed on CITIC CLSA Job Opportunities
#J-18808-Ljbffr