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...
Responsibilities: Manage relationship and develop business with private wealth clients Provide professional... opportunities Roadshow our wealth management platform and value propositions Generate revenue from client investment activities...
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...
and managing portfolio of high net worth customers by providing tailored wealth management solutions Actively explore and identify..., insurance, securities, trust and asset management sectors. Serving customers with whole-hearted, the Bank provides comprehensive...
of Fubon Financial Holding Co., Ltd. We specialize in corporate banking, wealth management (including PB service... comprehensive wealth management advice covering financial investment, estate planning (trusts), insurance, portfolio management...
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...
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...
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...
We are currently seeking a high calibre professional to join our team as a Premier Wealth Relationship Manager, Expat... Experience working in relevant environment/s, i.e. retail banking, relationship management, front office A track record...
We are currently seeking a high calibre professional to join our team as a Premier Wealth Relationship Manager, Expat... Experience working in relevant environment/s, i.e. retail banking, relationship management, front office A track record...
工作職責 The Job Client: A sizeable Insurance Company Position: (Senior) Wealth Management Manager Responsibilities... educated preferred Relevant wealth management / financial planning experience gained with banks or insurance companies highly...
The Job Client: A sizeable Insurance Company Position: (Senior) Wealth Management Manager Responsibilities... Requirements Tertiary educated preferred Relevant wealth management / financial planning experience gained with banks...
Full Capabilities of the Organization Gains Exposure to Every Facet of Wealth Management, Liquidity Management and Ongoing... Relationship Management Displays Creativity in Formulating Integrated Risk Investment Solutions through the Use of a Wide Range...
Job Highlights : - Directly promoted to wealth management manager after graduation - Sponsorship of insurance... knowledge, wealth and risk management solutions , investment management, saving , retirement management and medical protection...
: - Directly promoted to wealth management manager after graduation - Sponsorship of insurance license (IIQE) examination fees... - Unlimited commission Job Description : - Learning the latest financial market knowledge, wealth and risk management...
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...
At least 5 years’ Relationship Manager or Investment Advisor experience in private banking or ultra-high net worth clients sector... in compliance with regulatory requirement Identify clients’ investment needs. Advise and provide customized private wealth...
Manager. In this role you will: Work closely with the Group Head of Premier Wealth Distribution in increasing commercial... and initiatives Excellent relationship building and senior stakeholder management skills Strong leadership skills coupled...
Manager. In this role you will: Work closely with the Group Head of Premier Wealth Distribution in increasing commercial... and initiatives Excellent relationship building and senior stakeholder management skills Strong leadership skills coupled...