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Listed nine days ago

This is a Full time job

subClassification: Account & Relationship Management
classification: Banking & Financial Services
  • Wealth Management Clients Relationship Management
  • Minimum 2 years wealth management or clients relationship working experience
  • SFC license holder
9d ago
Listed fourteen days ago

This is a Full time job

HKD 45,000 - 55,000 per month + Performance Bonus
subClassification: Account & Relationship Management
classification: Banking & Financial Services
  • Develop viable sales strategies to achieve business target and growth
  • Professional qualification in HKSI and IIQE is a must, CFP/ CFA is preferable
  • Proven track record in serving HNW/ UHNW clients
14d ago
Listed twenty one days ago

This is a Full time job

subClassification: Account & Relationship Management
classification: Banking & Financial Services
  • Retail Banking; IIQE 1,2,3 + LE 1,7,8 (HKSI) is MUST
  • Min. 1-8 years+ exp.; maybe considered as Executive Manager or higer title
  • Direct sell investment / insurance; Attractive Commission
21d ago
Listed seventeen hours ago

This is a Full time job

subClassification: Account & Relationship Management
classification: Banking & Financial Services
  • Provide guidance and support to Relationship Managers on account opening
  • Monitor CDD cases for account opening and periodic review
  • Develop and implement quality assurance measures for account opening
17h ago
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