disciplines. 2. Minimum 5 years of CRM experience in Retail Banking, preferably in Private Banking/Wealth Management. 3... clients in Hong Kong and cross-border referrals from Mainland China’s branches. Provide wealth planning and comprehensive...
, wealth management and investment management services. With offices in more than 43 countries, the Firm’s employees serve... clients worldwide including corporations, governments, institutions and individuals. I. PRIVATE WEALTH MANAGEMENT (PWM) ASIA...
Responsibilities Plan and drive the development of our wealth management product suites according to client demand..., product dealing support and operation guidance to support the full cycle of wealth management business Liaise with product...
within the high net worth segment Promote full range of wealth management products and services to high-net-worth customers... Understand customers' wealth management needs and formulate appropriate solutions to meet the needs based on the customers...
in wealth management products sales Pleasant and outgoing personality with good interpersonal and communication skills..., insurance, securities, trust and asset management sectors. Serving customers with whole-hearted, the Bank provides comprehensive...
range of wealth management products and services to high-net-worth customers Understand customers' wealth management needs... of experience in wealth management, private banking, or a similar client-facing role Excellent interpersonal, communication...
position, preferably in insurance or wealth management industry Self-motivated with excellent leadership, interpersonal... skills and financial product knowledge in insurance and other wealth management products is preferable...
Job Duties: Develop, Implement and Review the working instructions, key control flows, processes for PWM Business. Provide real-time compliance advisory to PWM Front Office business operations on trading, investment and client interacti...
Job Duties: Develop, Implement and Review the working instructions, key control flows, processes for PWM Business. Provide real-time compliance advisory to PWM Front Office business operations on trading, investment and client interacti...
Job Duties : Handle client onboarding and new account opening; Perform periodic review/ trigger event; Ensure the quality of KYC documentation complies with internal policies and regulatory requirements; Coordinate with the Front Of...
applications to the following position: Job Responsibilities: Act as product specialist in the Private Wealth Management... or Business-related disciplines At least 5 years wealth management experience Knowledge of investment products with experience...
Product Manager / Business Analyst - Wealth Management Our client is looking for a PM/BA to support end‑to‑end... stakeholders, UX/UI designers, and the development team to help deliver secure, compliant, and performant wealth management...
an enormous opportunity for J.P. Morgan Asset Management. As a leading alternatives manager (with over $200 billion in assets... related to asset management. Experience in alternative investments, private wealth and asset management. Strong language...
across Asset & Wealth Management? You will play a crucial role in supporting our executives and their teams, ensuring seamless..., we want to hear from you! As an Executive Administrative Assistant in the Asset & Wealth Management, you will be responsible...
+ Quarterly & Year-end Bonus + Excellent Fringe Benefits Six Month fast-track promotion program to Senior Manager / Branch... Manager Well-structured and comprehensive professional Training Programs Mentoring system for fresh graduates...
+ Quarterly & Year-end Bonus + Excellent Fringe Benefits Six Month fast-track promotion program to Senior Manager / Branch... Manager Well-structured and comprehensive professional Training Programs Mentoring system for fresh graduates...
We are currently seeking a high calibre professional to join our team as a Senior Manager Global Retail Wealth Advice.... What differentiates HSBC is our needs-based approach to wealth management transforming products into solutions. Financial Planning...
We are currently seeking a high calibre professional to join our team as a Senior Sales Process and Journey Manager.... In this role you will: Drive the definition of the end‑to‑end future state of Wealth Sales Process across Branch, Digital...
We are currently seeking a high calibre professional to join our team as a Senior Manager Global Retail Wealth Advice.... What differentiates HSBC is our needs-based approach to wealth management transforming products into solutions. Financial Planning...
We are currently seeking a high calibre professional to join our team as a Senior Sales Process and Journey Manager.... In this role you will: Drive the definition of the end‑to‑end future state of Wealth Sales Process across Branch, Digital...