, Equity Link Investments (ELI), Investment Fund (UT), Bonds or other wealth management products as appropriate. Work... Bank's operational procedures. Conduct sales through strict compliance of investment sales process guidelines. Conduct...
all documentation and compliance requirements are met. Assist in the preparation and execution of investment proposals... interested in this role or would like to consult about other professional career opportunities within the investment and wealth...
with life insurance business (e.g., investment-linked policies, claims process) and RegTech tools. Excellent written and verbal...
organizing and management skills Good insurance and investment product knowledge Good interpersonal and communication skills...
of sources upon which to base the investment decisions Assist Relationship Managers to monitor the progress of investments... standard Process credit approvals, investment and deposit transactions in a timely manner, and act as intermediary...
investment solutions and a wide range of products. Your new role Assist Relationship Managers in establishing and maintaining... requirements are met. Assist in the preparation and execution of investment proposals and presentations. Monitor and manage...
and on-going reporting matters, esp. investment product related matters Perform KYC/ CDD/ AML review and monitoring and review...
by non-face-to-face channels, including FX related products, Equity Link Investments (ELI), Investment Fund (UT), Bonds... compliance of investment sales process guidelines. Conduct outbound call and manage inbound call on various marketing, sales...
presentation materials. Input into investment plans & business case proposals, highlighting risk and opportunities. Ad hoc...
and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify... with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment...
and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify... with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment...
and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify... with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment...
is an advantage Qualified to carry out Investment regulated activities (Types 1 and 4) under Securities and Futures Ordinance (SFO...
, and interpersonal skills. Knowledge of UCITS, AIF investment funds, and European/local regulations. Proficient in Microsoft Office...
and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify... with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment...
and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify... with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment...
and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify... with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment...
explanations of scheme benefits, investment options, and procedures Resolve complex client cases by coordinating with internal...
(Mandarin and Cantonese) is a valuable asset. About Us: Natixis Corporate & Investment Banking is a leading global... financial institution that provides advisory, investment banking, financing, corporate banking and capital markets services...