and subject matter experts running their teams. Assistant / Deputy Investment Consultant, Private Banking Responsibilities...: Assist Investment consultant in analyzing market trend and preparing investment proposal Handle order execution on all asset...
and subject matter experts running their teams. Senior Investment Consultant/ Investment Consultant, Private Banking... Responsibilities Understand customer's asset status, risk tolerance, investment orientation and expected return rate to provide...
such as CFP or CFA Minimum of 5 years' banking experience; prior experience as an Investment Consultant will be a definite... to meet their investment targets Boost up investment sales, optimize sales capacity and effectiveness for retail investment...
and Wealth Management Department Job Functions: Strategic Planning, Financial Management, Investment Management... Responsibilities: Provide investment views & conduct briefings on investment market trend and investment products features. Deliver...
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...
and subject matter experts running their teams. Assistant / Deputy Investment Consultant, Private Banking Responsibilities...: Assist Investment consultant in analyzing market trend and preparing investment proposal Handle order execution on all asset...
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...
in 19 countries and regions. Job Summary: Personal Financial Consultant provides tailored financial advice to retail... customers Promote a wide range of retail products, including but not limited to investment and insurance, to customers...
and subject matter experts running their teams. Assistant / Deputy Investment Consultant, Private Banking Responsibilities...: Assist Investment consultant in analyzing market trend and preparing investment proposal Handle order execution on all asset...
and subject matter experts running their teams. Assistant / Deputy Investment Consultant, Private Banking Responsibilities...: Assist Investment consultant in analyzing market trend and preparing investment proposal Handle order execution on all asset...
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...
management services, ranging from consumer, corporate, investment, private and transaction banking to treasury, insurance, asset... Hong Kong. Responsibilities Coaching for licensed investment sales staff in investment business Join call...
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...