and other investment products Handle client orders and ensure that KYC/AML and other compliance norms are strictly adhered...
insurance providers. Investment Advisory: Provide investment advice and recommendations to clients based on their investment... objectives and risk profiles. Conduct in-depth analysis of investment opportunities, asset allocation strategies, and portfolio...
assist financial and corporate investors in assessing investment opportunities and providing professional advisory services... to support them in making effective and timely business and investment decisions concerning their outbound, inbound or domestic M...
Relationship Management Displays Creativity in Formulating Integrated Risk Investment Solutions through the Use of a Wide Range...
: Our biggest investment is in you. You will join a structured training program designed to build your expertise from the ground up...
acceleration of developing Wealth Product strategies includes Savings, Protection and investment to achieve the assigned business... & retirement planning, etc. Provide support to financial planners through coaching on products, sales knowledge, investment funds...
, providing comprehensive financial services and strategic investment advice. Key Responsibilities Achieve performance targets... activities and effective customer screening Conduct comprehensive analysis of investment and financial management needs for high...
organizing and management skills Good insurance and investment product knowledge Good interpersonal and communication skills...
and institutional clients. Promote and sell our fund products, providing clients with tailored investment solutions. Conduct market... in fund sales or financial services. Strong understanding of investment products and financial markets. Excellent...
structures. Solid experience and knowledge in investment is an advantage....
” access to an extensive range of hands-on, experienced professionals in all forms of acquisitions, investment and financing... in US international tax work involving MNCs, investment funds and high net worth individuals and families. Deloitte China values...
and practices on assumption setting, asset/liability cash flow modelling, ALM, investment, capital management, medical business...
acceleration of developing Wealth Product strategies includes Savings, Protection and investment to achieve the assigned business... & retirement planning, etc. Provide support to financial planners through coaching on products, sales knowledge, investment funds...
岗位职责： 1、就香港市场投资产品（包括结构性产品、债券及基金）及市场分析提供专业投资顾问支持； 2、根据产品价值主张制定核心卖点与关键信息，优化产品推介内容； 3、为内部销售团队开展产品培训及市场简报，提高前线人员的专业认知； 4、制作高质量的产品推介资料、营销文件及培训材料； 5、深入了解客户需求，与销售团队紧密协作，提供针对性产品支持； 6、与公司内部各相关部门及外部合作伙伴保持顺畅沟通与协作，推动产品业务发展； 7、完成上级交办的其他临时项...
1、负责香港投资移民账户的资产配置，确保资产安全和增值; 2、为客户提供专业的投资移民咨询服务，解答问题并提供解决方案; 3、拓展客户资源，维护现有客户关系，提高客户满意度和忠诚度; 4、定期向客户汇报投资状况，根据市场变化调整投资策略; 5、参与市场调研，收集行业信息，为公司投资策略制定提供支持。 任职要求： 1、金融、经济或相关专业本科及以上学历; 2、3年以上投资顾问或相关工作经验; 3、熟悉香港投资移民政策及相关法律法规; 4、良好...
1、负责高净值客户海外资产配置业务的开发和维护; 2、提供专业的投资和财富管理建议，根据客户需求推荐产品; 3、定期与客户沟通，了解最新的市场动态和客户需求，调整投资策略; 4、分析投资市场趋势，为客户提供优质的海外资产配置方案; 5、参与公司项目讨论，提出提高客户满意度的建议。 任职要求： 1、金融、经济或相关专业本科及以上学历; 2、3年以上金融行业工作经验，有开发、服务高端客户经验者优先; 3、深入了解海外市场，掌握海外资产配置和投资相关...