Wealth management
2 weeks ago
Get 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 post-investment services, and establishing long-term service relationships. Providing professional investment consulting and advisory services to potential customers to promote product sales and transactions. Making full use of CICC's unique resources to meet customers' diversified financial needs. Qualifications Upright, humble, diligent with high moral values. Bachelor's degree or above. Strong interest in the financial industry and wealth management business. Retail/personal business experience in the financial industry is preferred. Understanding of various financial market products. Excellent learning ability. Client-oriented, passionate about sales and the financial industry. Positive and confident with excellent communication skills. SFC and/or HKMA license holder. Fluency in Mandarin, Cantonese, and English is preferred. Company Commitment CICC is committed to fostering an environment of equity and diversity. We recognize the importance of fair treatment in all aspects of our business, from recruitment and hiring to professional development and advancement. CICC aims to build an inclusive workplace that values the diverse backgrounds, ideas, and cultures of our employees. We strive to create an environment where every employee feels heard, supported, and empowered to contribute to the company's growth and success. By leveraging our collective strengths, we aim to drive innovation and achieve excellence in the industry. It is CICC's responsibility to provide equal employment opportunities to all prospective employees, regardless of race, ethnicity, gender, age, disability, or any other characteristics protected by law. The preceding job description has been designed to indicate the general nature and level of the work to be performed by employees within this classification. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Seniority Level Mid-Senior level Employment Type Full-time Job Function Finance Industries Investment Banking#J-18808-Ljbffr
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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...
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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...
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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...
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Head of Wealth
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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...
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Wealth management intern
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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...
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Sales Team Head of Wealth Management
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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...
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Health & Wealth Specialist
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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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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...
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Fintech Business Analyst, Wealth Management
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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...
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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...
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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...
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Central And Western District, Hong Kong SAR China Standard Chartered Full timeLocation: Central, HKArea of interest: Private Banking & Wealth Management Be part of the Wealth Planning and Family Advisory (WP & FA) team based in Hong Kong and the wealth advisory business for Standard Chartered's Global Private Banking ('PB") in Hong Kong. The individual should be working with relationship managers, team heads and market heads to...
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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....
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Manager credit card, premium card products
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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.Customer Value...
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Client Lifecycle Management Analyst
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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...
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Lifestyle Relationship Manager
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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...
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Central And Western District, Hong Kong SAR China DBS Bank Full timeJob Title: AVP/VP, Treasures Private Client Relationship Manager (21000064)Business Function: DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset...
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VP, Operational Risk Management
2 weeks ago
Central And Western District, Hong Kong SAR China DBS Bank Full timeJob DescriptionRisk Management Group (RMG) is responsible for the development and maintenance of risk management and internal control frameworks. We provide independent review and challenge to business to ensure that appropriate balance is considered in risk/return decisions. In addition, RMG is responsible for the monitoring and reporting on key risk issues...
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Relationship Manager
2 weeks ago
Central And Western District, Hong Kong SAR China Links International Full timeRelationship Manager (Chinese top-tier Wealth Management) (81922) Central and Western District, Hong KongResponsibilities:Develop customer relationships and explore business opportunities within the high net worth segment.Ensure superior service and provide regular updates to the client on financial markets developments and on clients' portfolios.Understand...