Management. We are seeking qualified individuals to join our Wealth Sales Distribution as Executive Investment Consultant.... Principal responsibilities Conduct customer portfolio analysis to identify cross-selling investment products opportunities...
Consultant. Principal responsibilities Conduct customer portfolio analysis to identify cross-selling investment products... of Investment Consultant with strong knowledge of investment products Excellent interpersonal and communications skills Sound...
Investment Consultant (Cross-boundary). Principal responsibilities Conduct mainlander and offshore customer portfolio... analysis to identify cross-selling investment products opportunities Implement and participate in promotion programs...
Investment Consultant. Principal responsibilities Implement and participate in promotion programs to acquire new and retain... existing investment business Achieve the sales target by collaborating with Customer Relationship Managers to conduct pre-case...
Management. We are seeking qualified individuals to join our Wealth Sales Distribution as Senior Investment Consultant.... Principal responsibilities Implement and participate in promotion programs to acquire new and retain existing investment...
Investment Consultant (Cross-boundary). Principal responsibilities Conduct mainlander and offshore customer portfolio... analysis to identify cross-selling investment products opportunities Implement and participate in promotion programs...
Management. We are seeking qualified individuals to join our Wealth Sales Distribution as Senior Investment Consultant.... Principal responsibilities Implement and participate in promotion programs to acquire new and retain existing investment...
Consultant. Principal responsibilities Conduct customer portfolio analysis to identify cross-selling investment products... of Investment Consultant with strong knowledge of investment products Excellent interpersonal and communications skills Sound...
Investment Consultant. Principal responsibilities Implement and participate in promotion programs to acquire new and retain... existing investment business Achieve the sales target by collaborating with Customer Relationship Managers to conduct pre-case...
Management. We are seeking qualified individuals to join our Wealth Sales Distribution as Executive Investment Consultant.... Principal responsibilities Conduct customer portfolio analysis to identify cross-selling investment products opportunities...
ratios, risk adjustment, and performance evaluation Design and periodically review and optimize global mandate investment... research teams to ensure investment recommendations are aligned with product offerings Requirements: Master's degree...
years’ relevant work experience in investment consultant in private bank / wealth management Holder of SFC Type 1, 2, 4... management, investment banking, and virtual assets. We are committed to providing one-stop financial solutions through high...
Independent Investment Adviser Trainee — Frontline Focus Job Highlights Frontline sales and client advisory role... → Associate Consultant → Senior Consultant → Partner Competitive basic allowance + attractive commission structure + performance...
to support the investment sales team Develop related infrastructure / systems / processes to facilitate the growth of the Equity... background a plus 2 years of relevant experience in investment or related field, with a focus on EQD products Strong attention...
Independent Investment Adviser Trainee — Frontline Focus Job Highlights Frontline sales and client advisory role... → Associate Consultant → Senior Consultant → Partner Competitive basic allowance + attractive commission structure + performance...
to us. Our specialist consultant will get in touch with you soon, if we find your profile suitable for this position...
and is something you would like to explore, please click 'Apply Now' to submit your resume to us. Our specialist consultant will get...
As a Senior Implementation Consultant at Broadridge, you will serve as a trusted advisor and subject matter expert on our front... management, account management, or a related role, preferably in the investment management or financial services industry...
and other investment products Handle client orders and ensure that KYC/AML and other compliance norms are strictly adhered...
Relationship Management Displays Creativity in Formulating Integrated Risk Investment Solutions through the Use of a Wide Range...