- and wealth-management services. Our scope of business ranges from insurance, investment, and retirement to MPF. To cope...: Account management of existing bank partners, including maintaining a good relationship, driving new initiatives, implementing...
, aligning with broader industry trends where Chinese firms are increasingly shifting towards wealth management and international... Sales, Middle Office, Compliance, FATCA team, and clients, regarding KYC documentation collection. Conduct verification...
– Wealth Sales Distribution Hang Seng's Retail Distribution focuses on personal wealth management and financial services... final decision by RSS Management. We are seeking qualified individuals to join our Wealth Sales Distribution as Senior...
. We are currently seeking high caliber professionals to join our Relationship Management Team (RM) as Customer Relationship Manager..., reporting to Manager, Relationship Management. Principal responsibilities: Manage relationship with our Prestige clients...
., reviewing voice logs) and other operational checks within Wealth Management Operations. Demonstrate a solid understanding...Responsibilities Conduct post-trade business control activities, focusing on client and sales suitability (e.g...
Job Description: The Company Our client, a trusted leader in the Wealth Management industry, is seeking a proactive... their career in business operations, offering valuable exposure to policy administration and servicing within the wealth management...
business intelligence. The position is responsible for the end-to-end management of sales and financial data-tracking... and management reports (e.g., daily sales pipelines, weekly revenue tracking, monthly forecasts). Analyze complex financial...
in wealth management, client acquisition, and financial consulting. As a Trainee Financial Adviser, you will: Proactively... to join our IFA Frontline Trainee Program. This is a client-facing, sales-driven role, designed for those who want to build a career...
., reviewing voice logs) and other operational checks within Wealth Management Operations. Demonstrate a solid understanding...Responsibilities Conduct post-trade business control activities, focusing on client and sales suitability (e.g...
in wealth management, client acquisition, and financial consulting. As a Trainee Financial Adviser, you will: Proactively... to join our IFA Frontline Trainee Program. This is a client-facing, sales-driven role, designed for those who want to build a career...
Management. We are seeking qualified individuals to join our Wealth Sales Distribution as Senior Investment Consultant... Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth...
private wealth management division provides highly personalized, best in class investment advice, execution services, wealth.... They are now looking for a Source of Wealth (SOW) Associate to handle SOW drafting and review, account profile analysis and KYC periodic review. The...
Management. We are seeking qualified individuals to join our Wealth Sales Distribution as Prestige Private Investment... Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth...
additional banking and wealth management services Conduct informational sessions and workshops to educate RM on investment...., CFA, CFP) are preferred Previous experience in investment advisory, wealth management, or retail banking is typically...
Banking - Retail Distribution Hang Seng's Retail Distribution focuses on personal wealth management and financial services.... Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers...
Central, Central Retail Distribution Hang Seng's Retail Distribution focuses on personal wealth management and financial... services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers...
Management. We are seeking qualified individuals to join our Wealth Sales Distribution as Executive Investment Consultant... Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth...
– Wealth Sales Distribution Hang Seng's Retail Distribution focuses on personal wealth management and financial services... final decision by RSS Management. We are seeking qualified individuals to join our Wealth Sales Distribution as Senior...
wealth management solutions Work with a team of bankers, investment specialists, wealth advisors, and lending specialists.... Visit our for more information about requesting an accommodation. About the Team: J.P. Morgan Asset & Wealth Management...
exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning... to our business with customized wealth management solutions Work with a team of bankers, investment specialists, wealth advisors...