- Required to have prior SFC regulatory working experiences - Very strong in wealth management product due diligence and compliance experiences - Fluent in Mandarin is a MUST...
Company Description: Cathay United Bank Company, Limited is a wholly owned subsidiary of Taiwan’s largest financial group Cathay Financial Holdings. The Bank’s Hong Kong Branch is currently looking for high-calibre candidates and experienced professionals to join
Main Responsibilities: The role of the Private Wealth Management Relationship Manager (RM) is to understand the client requirement, ensure superior service and provide regular updates to the client on financial markets developments and on clients’ portfolios Acquire High Net-Worth
We are the largest Singaporean stockbroker by both market capitalisation and size of sales-force, with an extensive foothold in the regional and global markets. We are looking for qualified individuals to join us. Responsibilities: Handle &
Responsibilities Participate in formulating and executing sales and marketing strategies for holistic wealth management services; Provide. Responsibilities Participate in formulating and executing sales and marketing strategies for holistic wealth management services; Provide updated financial market information, professional advice and quality
Cathay United Bank Company, Limited is a wholly owned subsidiary of Taiwan’s largest financial group Cathay Financial Holdings. The Bank’s Hong Kong Branch is currently looking for high-calibre candidates and experienced professionals to join as a
Responsibilities: Provide financial planning solutions especially on saving, life and investment insurance protections to wealth management. Responsibilities: Provide financial planning solutions especially on saving, life and investment insurance protections to wealth management clients Responsible for the acquisition and relationship management of
For more information about Forthright Financial Holdings Company Limited, please visit https://www.forthright-sec.com/ Main Responsibilities: Develop wealth management business and provide financial solution to Private Banking Clients in Hong Kong and Mainland China; Manage wealth management and investment portfolios mainly for Mainland
Responsibilities: Execute instructions from clients for buying or selling of securities/Forex, setting up deposits, drawing of loans . Responsibilities: Execute instructions from clients for buying or selling of securities/Forex, setting up deposits, drawing of loans Competent
Main Responsibilities: The role of the Private Wealth Management Relationship Manager (RM) is to understand the client requirement, ensure superior service and provide regular updates to the client on financial markets developments and on clients’ portfolios Acquire High Net-Worth
Headquartered in Hong Kong, Pinpoint Asia is the go-to Specialist Firm for Technology Recruitment We are a team of specialist tech recruiters (many of our recruiters come from an IT background) and we serve a wide
Responsibilities: - Develop and managing the structured products on shelf - Prepare due diligence reports, monitor product. Responsibilities: - Develop and managing the structured products on shelf - Prepare due diligence reports, monitor product risk rating
-Identify and source new opportunities for AUM growth; -Minimum 8 years experiences in wealth management. Responsibilities: Manage all sales involving business development of cross border activities; Identify and source new opportunities for AUM growth and client acquisition through
Job Description: Responsible for the development and maintenance of fund product shelf for private wealth management clients. Develop and execute fund product strategies to boost product sales Work with internal and external partners to enrich product shelf and streamline
Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net
We are the largest Singaporean stockbroker by both market capitalisation and size of sales-force, with an extensive foothold in the regional and global markets. We are looking for qualified individuals to join us. Responsibilities: Develop and
Building tight relationship with HNW clients to complete team AUM and revenue target. Work closely with IA and product. Responsibilities Building tight relationship with HNW clients to complete team AUM and revenue target. Work closely with
5-7 years of experience in private banking / wealth management, preferably in a fund product manager role Responsibilities: Responsible for the development and maintenance of fund product shelf for private wealth management clients. Develop and execute fund product strategies to boost product
Wealth management and channel development role (senior and junior all considered). Responsibilities: Maintain existing client base and develop new business opportunities focusing on various investment products, including equities, derivatives, mutual funds and other structured products Broaden client base
Job Responsibilities: Complete all necessary process to ensure account opening is smoothly and efficiently done; Preparing all necessary KYC review for Compliance requirement; Ensure comply with all cross border rules when servicing overseas clients; Ensure recommendations