Job Responsibilities Understand clients’ needs and provide financial advice and solutions to help them achieve both short‑term and long‑term financial goals. Manage clients’ investment portfolios , conduct regular reviews of their financ...
: Wealth Management Advisor / Manager / internship Job Duties: Provide professional wealth management services (medical... Breakthrough? ✅ Fresh graduate unsure where to start? ✅ Overseas graduate (with IANG/TTPS visa)? ✅ Want to switch careers...
Financial solutions to customers to achieve business targets on wealth management. Supporting branch member as required Ensure...
of integrated services, including banking, securities investment, insurance consultancy, and wealth management... Management Solutions for customers to fulfill their financial needs Manage clients' wealth management portfolio by providing...
Commission (SFC) and are committed to delivering professional, client-centric wealth management solutions. We foster... an empowering, collaborative, and high-performance environment where experienced wealth management professionals can further develop...
学位或以上； 有保险行业、银行业经验或内地金融背景者优先考虑； 香港身份证持有者，包括持IANG/TTPS/QMAS/受养人签证人士； 自我驱动、目标明确、积极进取、具备责任感。 岗位亮点： 客户资源 + IP打造； 弹性工作时间； 无上...
学位或以上； 有保险行业、银行业经验或内地金融背景者优先考虑； 香港身份证持有者，包括持IANG/TTPS/QMAS/受养人签证人士； 自我驱动、目标明确、积极进取、具备责任感。 岗位亮点： 客户资源 + IP打造； 弹性工作时间； 无上...