Assistant Dealing Manager, Wealth Management - Hong Kong

Assist in handling client's enquiry in standard manners and liaise with internal departments to fulfill client's requirements. Prepare account opening document and follow client onboarding procedure. Assist in updating and maintaining client profiles. · ...

To capitalize the business opportunities from clients' investments in overseas financial products (such as securities,futures/unit trust/mutual funds/structured products etc).Provide customer service and conduct marketing activities to clients(account managers and direct clients) ...

Collect business requirements · Work with development managers and team mates · ...

The position involves providing full brokerage administration services to internal and external clients. · Key areas of responsibilities include ensuring completeness and consistency for client account documents, · handling trading transactions insurance subscription fund withdra ...

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements. · ...

You'll be encouraged to be your best self working with dynamic colleagues who are eager to share their knowledge with you. · Your leaders will inspire you to reach your potential and soar to new heights every day. · Discover how you can make a difference in the lives of individua ...

Wealth and Asset Management brings together two of our greatest strengths – wealth management and investment expertise, creating a new powerhouse that aims to take our clients to greater heights. · The Global Investment Rotation Program offers a comprehensive 24-month rotation fo ...

LGT is the largest Private Banking group in the world owned by an entrepreneurial family. · ...

LGT is a Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. · ...

Partner closely with business unit senior leadership to deliver on the business strategy and goals for continuous business growth and improvement of the platform · Responsible for the strategic development, end-to-end execution, and optimization of the platform ...

Prudential's purpose is to be partners for every life and protectors for every future. · ...

This is a job opportunity for a Director to support Senior Director, HNW & Private Bank partnership on penetrate into Ultra HNW business by tapping Private Bank segment. The role will drive the execution of HNW/UHNW roadmaps and establish and manage day-to-day relationship with p ...

Our client provides tailored financial solutions to ultra-high-net-worth clients and family offices. We are looking for an experienced Investment Counsellor to join a well-established IC team. · ...

Eddid Securities and Futures Limited is hiring Relationship Managers to develop high-net-worth clients and provide professional wealth management advice. · ...

This is a job about financial analysis and preparing reports in accordance with the stipulated time-table including monthly flash and final results EXCO schedules securities and wealth management reports etc. To meet the challenge you should have degree holder in Accounting Finan ...

We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. · The purpose of our 10-weeks programme is to provide students who are passionate in Insurance industry,the oppor ...

We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. · ...

Senior technology leader to oversee IT operations, governance and security for its Hong Kong business. · ...

The Legal Counsel will be responsible for structuring and documenting securities and structured transactions as well as providing legal advice to the relevant business line. · ...