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
iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately
Requisition ID: 193373 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be… Senior Financial Advisor At Scotiabank we help employees build their futures
Requisition ID: 194060 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be… Senior Financial Advisor At Scotiabank we help employees build their futures
Requisition ID: 194630 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role Our Senior Customer Experience Associates are the face, character and heart of our branches. Scotiabank is
Job description A Career with Hang Seng Bank Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for
Senior Relationship Management, Private Banking A reputable China-based Bank with strong channels in cross-border business is looking for a high-calibre Relationship Manager in Private Banking. Responsibilities: Provide private banking & professional wealth management and investment services to Greater China HNW individual clients (insurance,
Key Responsibilities: Conduct comprehensive research on emerging trends, technologies and relevant industry dynamics within the target industry or sector to identify significant investment opportunities; Evaluate company valuations by analyzing financial statements, market dynamics, competitive positioning, and
Job Purpose Assist relationship manager of the team to acquire and grow the high net worth individual customer base through effective relationship management, with special focus on the customers personal financial analysis, protection and investment needs. Assist
Responsibilities: Work with business partners to design and develop digital solutions that maximize the client experience and sales journey. Set clear product vision and strategy through a deep understanding of the true problem statement/opportunity the digital
Your new company The company is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firms employees serve clients worldwide including corporations, governments and individuals from more
About Dah Sing Group The Dah Sing Group is a leading financial services group in Hong Kong offering banking, insurance, financial and other related services through its growing network of over 70 branches in Hong Kong,
My client is a prominent private bank with robust commercial activities and expansion especially in Asian region. With undoubted commitment in the business, they are currently looking to hire a senior professional to join their front line. Duties:
Responsibilities: Support Senior Investment Consultant in providing comprehensive services to Account Managers and clients, including investment proposal preparation, product selection, market commentary, etc Consolidate client statements from various Private Banks, and compile monthly P&L statement considering fund inflows
Responsibilities: Assist KYC/AML activities associated with new account opening, periodic CDD reviews, trigger event CDD reviews of existing accounts and name screening in full compliance with policy and regulatory requirements. Plan and deliver KYC/AML related projects
About the Business Risk Advisory Trust, resilience and security connecting for enduring success and responsible business With competencies encompassing capital markets, control assurance, contractual exposure and insurance claims, and security services, our RA professionals offer a
Proactive, Dedicated and Innovative Bank of Communications (Hong Kong) Limited (“Bank of Communications (Hong Kong)”) is a wholly owned subsidiary of Bank of Communications Co., Ltd., which provides personal banking, corporate banking and private banking services through
Everbright Securities International At Everbright Securities International, we serve with professional integrity. More than a claim, this describes the way we do business. As an international business platform of Everbright Securities Company Limited (SSE: 601788, HKEX:
Some careers grow faster than others. If youre looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career
Proactive, Dedicated and Innovative Bank of Communications (Hong Kong) Limited (“Bank of Communications (Hong Kong)”) is a wholly owned subsidiary of Bank of Communications Co., Ltd., which provides personal banking, corporate banking and private banking services through