and provide professional investment services support in the areas of securities dealing, wealth management, accounting opening...
to property agency services, the Group’s business scope now extends to wealth management, investment advisory, surveying, property...
- and wealth-management services. Our scope of business ranges from insurance, investment, and retirement to MPF. To cope...
in compliance with regulatory requirement Identify clients’ investment needs. Advise and provide customized private wealth...
- and wealth-management services. Our scope of business ranges from insurance, investment, and retirement to MPF. To cope...
Excellent knowledge and hands on experience in operations of wealth management industries including fund structuring Proven...
or related discipline At least 3 years of experience in Corporate Action processing, preferably within Private Banking or Wealth...
- and wealth-management services. Our scope of business ranges from insurance, investment, and retirement to MPF. To cope...
Performing and executing a broad range of Wealth Management Products & Services for Private Banking clients Handle and resolve...
, offering a wide range of products including life, health, and accident insurance, as well as retirement planning and wealth...
and supporting the Standard Chartered's Affluent and Wealth Solutions (A&WS) businesses in Greater China and North Asia (GCNA...), as well as the broader Wealth and Retail Banking (WRB) business. The ideal candidate will utilize their legal expertise...
, remediation projects, account set up and maintenance for Hong Kong and Australia high net worth clients. The private wealth... management division provides highly personalized, best in class investment advice, execution services, wealth management...
profile questionnaire, tax forms, and other documents Assist to review client's source of wealth profile, background check... results and supporting documents for corroboration of Source of Wealth (SOW) and substantiation of Net Worth (NW) Ensure...
Performing and executing a broad range of Wealth Management Products & Services for Private Banking clients Handle and resolve...
& wealth corroboration of clients in line with regulatory requirements. Familiar with AML/KYC requirements for individuals...
. .; 3. Has a wealth of front-line sales experience, good innovation management and resource integration capabilities...
, remediation projects, account set up and maintenance for Hong Kong and Australia high net worth clients. The private wealth... management division provides highly personalized, best in class investment advice, execution services, wealth management...
profile questionnaire, tax forms, and other documents Assist to review client's source of wealth profile, background check... results and supporting documents for corroboration of Source of Wealth (SOW) and substantiation of Net Worth (NW) Ensure...
Income business. Processes Provide the best execution for Wealth Management segment in the markets it serves. Understand...
management, credit financing, mortgage refinancing and wealth management. To cope with our company expansion, an excellent career...