exclusively on wealth management. The ideal candidate will have over 3 years of sales experience in investment and insurance... products, strong relationship management skills, and be fluent in English and Chinese. Responsibilities include providing...
knowledge on investment and insurance products Excellent communication skill and presentation skill, with strong influencing...
in banking, insurance and/or financial services Wealth Management qualifications would be beneficial.... investments such as private equity, hedge funds, private credit, and real assets-for advisors and clients. Prepare, review...
of 5 years of relevant experience in banking, insurance and/or financial services Wealth Management qualifications...Job Category: Asset and Investment Management Job Description: Conduct research, analysis, and regular updates...
guidance. Job Requirements: 1. Minimum 6+ years in wealth management, investment consulting, or portfolio management. Deep... expertise in wealth management products. 3+ years proven experience managing and expanding UHNW client portfolios. 2. Client...
within the Hong Kong Global Wealth Management team, focused on growing our business with retail banks and insurance companies... momentum in the business. This position reports to the Head of Hong Kong Global Wealth Management. Key Responsibilities...
‑efficient investment and planning strategies in collaboration with tax professionals. Risk Management & Insurance Evaluate...Our client is one of Hong Kong's prominent families, and they are seeking an Investment Advisor / Gatekeeper to provide...
‑efficient investment and planning strategies in collaboration with tax professionals. Risk Management & Insurance Evaluate...Our client is one of Hong Kong's prominent families, and they are seeking an Investment Advisor / Gatekeeper to provide...
‑efficient investment and planning strategies in collaboration with tax professionals. Risk Management & Insurance Evaluate...Our client is one of Hong Kong's prominent families, and they are seeking an Investment Advisor / Gatekeeper to provide...
‑efficient investment and planning strategies in collaboration with tax professionals. Risk Management & Insurance Evaluate...Our client is one of Hong Kong's prominent families, and they are seeking an Investment Advisor / Gatekeeper to provide...
‑efficient investment and planning strategies in collaboration with tax professionals. Risk Management & Insurance Evaluate...Our client is one of Hong Kong's prominent families, and they are seeking an Investment Advisor / Gatekeeper to provide...
‑efficient investment and planning strategies in collaboration with tax professionals. Risk Management & Insurance Evaluate...Our client is one of Hong Kong's prominent families, and they are seeking an Investment Advisor / Gatekeeper to provide...
& Insurance: Evaluate insurance needs (life, disability, health, long‑term care). Risk Management & Insurance: Recommend...Overview Our client is one of Hong Kong's prominent families, and they are seeking an Investment Advisor / Gatekeeper...
Main Responsibilities: The role of the Private Wealth Management Relationship Manager (RM) is to understand the... authorities. Qualifications & Requirements: 2 year's relevant experience preferred; Previous client relationship management...
, Mandarin and English Main Responsibilities The role of the Private Wealth Management Relationship Manager (RM... Have 1 year of relevant experience is highly preferred Previous client relationship management skills would be an advantage...
Main Responsibilities: The role of the Private Wealth Management Relationship Manager (RM) is to understand the... Have 1 year of relevant experience is highly preferred Previous client relationship management skills would be an advantage...
Management & Insurance Evaluate insurance needs (life, disability, health, long-term care). Recommend appropriate coverage.... Job Description As an Investment Advisory professional, your main responsibilities will include: Financial & Wealth Advisory Assess current...
Main Responsibilities: The role of the Private Wealth Management Relationship Manager (RM) is to understand the... Has 1-3 years of relevant experience preferred Previous client relationship management skills would be an advantage...
Manager within the Hong Kong Global Wealth Management team, focused on growing our business with retail banks and insurance... continued momentum in the business. This position reports to the Head of Hong Kong Global Wealth Management. KEY...
certification Good understanding of Wealth Management Industry, especially in Private Banking Sound knowledge of financial markets... of client orders Job Summary The Investment Advisor will work closely with Relationship Managers to provide appropriate...