Wealth Investment Product Expert 投資顧問
3 weeks ago
Wealth Investment Product Expert .Principal Responsibilities
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. You will conduct joint meetings with Premier customers to understand their needs and provide tailored wealth investment solutions. Additionally, you will provide investment product training and coaching to enhance Relationship Managers' product and market knowledge.Provide technical and skills coaching towards developing staff teams 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 required.Supply timely market and product updates to both staff and customers.Collaborate with the Wealth Management product teams and development team on new products, product enhancements, and improvements in customer experience.Assist frontline teams with all customer servicing needs and disputes to ensure seamless support is provided to our customers.*Remark: Multiple work locations available across branches in Hong Kong, Kowloon, and New Territories.
#J-18808-Ljbffr
-
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...
-
Wealth Investment Product Expert
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...
-
Wealth Planning Manager
2 weeks ago
Central And Western District, Hong Kong SAR China AXA安盛 Full time積極主動,对人生有熱誠盼望,獨立工作時,具自我驱动力、管理力、抗压力喜歡溝通,尋求助人的事業AXA安盛...
-
Product head, private wealth product
6 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...
-
港式點心/粥粉雲吞麵/泰國/越南/星加坡大廚 Southeast Asia Head Chef
3 weeks ago
Central And Western District, Hong Kong SAR China STRONG NEW LTD Full time➤ 工作地點 Work place:香港 & 國內➤ 薪金Salary:面議 Negotiable工作內容 Work content:負責菜單的製作及菜單的定價與成本的控制Responsible for menu production and menu pricing and cost control針對顧客對菜色所反應的問題,加以檢討與改進Review and improve the customer's response to the...
-
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...
-
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...
-
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...
-
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...
-
Wealth management
7 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...
-
Product Director(Asset Management)
3 weeks ago
Central And Western District, Hong Kong SAR China Fosun Wealth Holdings Full timeResponsibilities:Develop and execute the overall product strategy and roadmap for the asset management department, including notes, structure notes, equity products (both private and public), fixed income, and alternatives product positioning, feature enhancements, and market expansion.Design and launch new fund products mentioned above, ensuring alignment...
-
Insurance product expert 財務策劃經理
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...
-
Wealth management
3 weeks ago
Central And Western District, Hong Kong SAR China CICC Full timeGet AI-powered advice on this job and more exclusive features. Responsibilities Complete personal performance targets, work around various KPI indicators to achieve the balance between process management, client base and revenue indicators. Keep track of the global market trends and major events, understand the current selling points and business strategy,...
-
Wealth Management
2 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 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...
-
Central And Western District, Hong Kong SAR China Bank of China Full timeSenior Investment Consultant/ Investment Consultant, Private BankingJob No.:494322Employment Type:Full timeDepartments:Private BankingJob Functions:Asset Management, Dealing & Trading, Product Development & ManagementResponsibilitiesUnderstand customer's asset status, risk tolerance, investment orientation and expected return rate to provide customers with...
-
Central And Western District, Hong Kong SAR China Bank of China Full timeSenior Investment Consultant/ Investment Consultant, Private BankingJob No.:494322Employment Type:Full timeDepartments:Private BankingJob Functions:Asset Management, Dealing & Trading, Product Development & ManagementResponsibilitiesUnderstand customer's asset status, risk tolerance, investment orientation and expected return rate to provide customers with...
-
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...
-
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...
-
Product Manager, Alternative Investments
2 weeks ago
Central And Western District, Hong Kong SAR China Standard Chartered Life and Careers Full timeProduct Manager, Alternative Investments (Director grade)Location: Central, HKArea of interest: Private Banking & Wealth ManagementKey ResponsibilitiesDevelop pipeline predominantly for the private banking segment, provide preliminary due diligence, work with internal/external stakeholders on product onboarding and approvals.Marketing of new fund launches as...