Personal Financial Consultant
2 weeks ago
Overview Personal Financial Consultant provides tailored financial advice to retail customers, helping them manage investments, financial plan, and achieve financial goals through budgeting, risk assessment, and strategic planning. Responsibilities Provide high quality one-stop retail banking services to retail banking customers Promote a wide range of retail products, including but not limited to investment and insurance, to customers to explore new business opportunities Solicit potential business opportunities and make referrals to related segments Ensure all the activities are complied with regulatory requirements and bank policies Perform other related duties as assigned Qualifications Holder of bachelor’s degree in any disciplines is preferred; or 5 subjects at Grade E/Level 2 or above in HKCEE/HKDSE including Chin/Eng and Maths, or equivalent Qualifications of HKSI & IIQE are required; Candidates who possess either the HKSI or IIQE qualification are also welcome but obtaining HKSI and IIQE qualifications within the probation period is required. (e.g. CPA, HKSI, IIQE, etc.) At least 1 year of relevant experience, preferred in Banking & FI background Good command of MS Office and computer skills Sales-driven, result-oriented and be able to work under pressure Good communication and interpersonal skills Good spoken English, Cantonese and Mandarin Qualification of ECF (Retail Wealth Management) is preferred More experience will be considered as Senior Personal Financial Consultant Seniority level Associate Employment type Full-time Industry Banking #J-18808-Ljbffr
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(Senior) Personal Financial Consultant
2 weeks ago
hong kong, Hong Kong SAR China OCBC Full timeJoin to apply for the (Senior) Personal Financial Consultant role at OCBC . 2 weeks ago Be among the first 25 applicants. Who We Are As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. We take the time to truly understand people and provide support, services,...
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Financial Consultant Trainee
3 days ago
Hong Kong Island, Hong Kong SAR China AMG FINANCIAL GROUP Full timeFinancial Consultant For more than two decades, AMG Financial Group has strived and demonstrated unwavering commitment to clients. With our headquarters in Hong Kong, one of the major financial hubs in the world, we have grown to become one of the leading providers of wealth management and financial advisory services in the region. Throughout the years, we...
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Hong Kong Island, Hong Kong SAR China OCBC Bank (Hong Kong) Limited Full timeA prominent financial institution in Hong Kong is seeking a Personal Financial Consultant to provide tailored financial advice, helping customers manage investments and achieve financial goals through effective budgeting and planning. Responsibilities include offering retail banking services, promoting diverse products, and ensuring compliance with...
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Personal Financial Consultant
3 days ago
Hong Kong Island, Hong Kong SAR China OCBC Bank (Hong Kong) Limited Full timePersonal Financial Consultant (Account Opening, Insurance & Investment) Personal Financial Consultant provides tailored financial advice to retail customer, helping them manage investments, financial plan, and achieve financial goals through budgeting, risk assessment, and strategic planning. What you will be doing Provide high quality one-stop retail...
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Consultant (Financial PR)
5 days ago
Hong Kong Island, Hong Kong SAR China Strategic Financial Relations (China) Ltd Full timeSPRG is a leading, award‑winning, and caring public relations group with business in Hong Kong and overseas. The right candidate will be working for our clients that are listed or ready‑to‑list on the stock exchanges, to plan and implement their ongoing investor relations and media relations campaigns and IPO communications programs. Responsibilities...
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Hong Kong Island, Hong Kong SAR China SEEDS FINANCIAL GROUP Full timeA leading financial advisory firm in Hong Kong is seeking a dynamic Sales Consultant to join their team. This entry-level role involves acquiring high-net-worth clients and presenting tailored financial solutions. Successful candidates will be motivated by targets and possess exceptional communication skills. The position offers a competitive salary and an...
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Financial Consultant
3 days ago
hong kong, Hong Kong SAR China Prudential Hong Kong Limited Full timeFinancial Consultant (Welcome experienced/graduates) Build your own career and start your dream!! Our team's motto is "Building Excellence, Creating Miracles" Insurance and wealth management industry is a fast growing industry. Choose the right career to develop is always important. We are a team of professional and experienced managers who can help you...
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Sales Consultant
2 weeks ago
Hong Kong Island, Hong Kong SAR China SEEDS FINANCIAL GROUP Full timeSales Consultant Seeds Financial Group, in partnership with one of the world’s largest financial groups, provides top-tier financial advisory services. We empower our clients to achieve their financial goals through a wide range of sophisticated risk management, strategy, and asset allocation plans. With wealth management continuing to be a fast-growing...
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Senior Financial Consultant
5 days ago
Hong Kong, Hong Kong SAR China KPMG Full timeKPMG China provides multidisciplinary services from audit and tax to advisory, with a strong focus on serving our clients' needs and their industries. Not only do we have an overriding commitment to provide the highest quality services for our clients, but we also strive to become a responsible corporate citizen that has a positive impact on our environment...
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Manager, Claims
19 hours ago
Hong Kong, Hong Kong SAR China Dah Sing Financial Group Full timeAbout Dah Sing Group The Dah Sing Group is a leading financial services group in Hong Kong offering banking, insurance, financial and other related services through its growing network of over 70 branches in Hong Kong, Macau and Mainland China. Our currency is caring, teamwork and progressiveness. We accept that everyone is unique and different in talent,...