Client service manager Financial Planning, Corporate Finance &amp; Investment Banking Jobs

subClassification: Corporate Finance & Investment Banking

classification: Banking & Financial Services

at OCBC Bank (Hong Kong) Limited

customer service, enquiry handling
Provide product and service information to relationship managers
main contact point for relationship managers

3h ago

Listed fourteen days ago

Contract Product & Client Service Manager (1 year contract)

This is a Full time job

subClassification: Corporate Finance & Investment Banking

classification: Banking & Financial Services

at PI Business Consulting Limited

14d ago

Listed twenty one days ago

Client Service Executive - KYC (18k - 25k, 5-day, TST)

This is a Full time job

Tsim Sha Tsui, Yau Tsim Mong District

subClassification: Financial Planning

classification: Banking & Financial Services

Central and Western District

An expanding financial advisory business
HNW client on-boarding and maintenance services
Handling enquiries from oversea clients & partners

21d ago

Listed six days ago

MPF Client Relationship Manager Attractive Package

at Conners Consulting Limited

This is a Full time job

$35,000 – $45,000 per month

subClassification: Financial Planning

classification: Banking & Financial Services

at Cornerstone Global Partners

Degree Holder
3 years of experience related to MPF / ORSO
Good career prospect & attractive Package

6d ago

Listed fifteen days ago

Sales Support (Customer Services & Client Onboarding), A Top-tier PRC i-bank

This is a Full time job

subClassification: Corporate Finance & Investment Banking

classification: Banking & Financial Services

Top-tier PRC Securities Firm
Middle Office, Operation position
Attractive package and fringe benefits

15d ago

Listed twenty days ago

Client Services Officer, Business Admin Unit, Private Banking (PB-BA-CSO)

at CTBC Bank Co., Ltd.

This is a Full time job

subClassification: Corporate Finance & Investment Banking

classification: Banking & Financial Services

at Zebra Strategic Outsource Solution Ltd

20d ago

Listed twenty seven days ago

Client Experience Manager (Global Bank)

This is a Contract/Temp job

Kwun Tong, Kwun Tong District

subClassification: Financial Planning

classification: Banking & Financial Services

Attractive salary, 5 days
Contract renewal subject to approval
Good working environement

27d ago

Listed twenty six days ago

MPF Client Relationship Manager Attractive Package

at Conners Consulting Limited

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

at Asia Progress Executive Limited

Degree Holder
Good understanding of the MPF / ORSO
SFC & MPF license holder

26d ago

Listed more than thirty days ago

Senior Officer-Client Onboarding/KYC - Private Banking

This is a Full time job

subClassification: Corporate Finance & Investment Banking

classification: Banking & Financial Services

at Bank of Communications (Hong Kong) Limited

Degree prefer major in Banking, Economics, related disciplines
4-5 years of Account Document /Account Opening /CDD /KYC private Bank exp
Client on-boarding and due diligence /end to end process

30d+ ago

Listed five days ago

Financial Services Manager (Personal Banking)

This is a Full time job

Hong Kong

subClassification: Financial Planning

classification: Banking & Financial Services

at Eagle Partners (International) Co., Limited

Promote retail banking products
Account opening, credit card, mortgage, insurance
Fast track to CRM position

5d ago

Listed eight days ago

Financial Services Manager (Premium Financing)

This is a Full time job

subClassification: Corporate Finance & Investment Banking

classification: Banking & Financial Services

at The Core Securities Company Limited

Great flexibility and career development
Premium Financing Focus
No cold call needed, clients are provided

8d ago

Listed six days ago

Corporate Service and Trust Manager

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Central and Western District

Corporate Service and Trust Department
Offshore company establishment and maintenance
Establishment of trust and maintenance

6d ago

Listed six days ago

Personal Banking Manager / Relationship Manager - Retail Banking

at Conners Consulting Limited

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

at Alexander Mann Solutions (HK) Limited

Degree Holder
2 years working experience in banking industry
Good career prospect & attractive Package

6d ago

Listed nine days ago

Relationship Manager

This is a Full time job

subClassification: Corporate Finance & Investment Banking

classification: Banking & Financial Services

24 days paid annual leave
Medical benefits for you, your spouse and childr
Monthly salary up to HK$52,000

9d ago

Listed one day ago

Financial Planner / Wealth Management Manager (Fluent English Speakers)

at CL-Ghost

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

at Mvp Professional Financial Consultancy Company

Young international team with big ambitions
Fast track advancement opportunities
Flexible working hours

1d ago

Listed six days ago

2024 AIA Internship - Private Wealth Management

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

6d ago

Listed nine days ago

Wealth Management Manager/Trainee-Financial Services

at Seeds Financial Group

This is a Full time job

Wan Chai District

$30,000 – $45,000 per month

subClassification: Financial Planning

classification: Banking & Financial Services

at Eagle Partners (International) Co., Limited

HK $30,000 - 50,000 /month
Call me at +852 6171 0657
IANG/Degree holder in any discipline

9d ago

Listed twenty three days ago

Financial Services Manager - Premium Financing

This is a Full time job

subClassification: Corporate Finance & Investment Banking

classification: Banking & Financial Services

at Orient Securities International Financial Group Limited

Great flexibility and career development
Premium Financing Focus
No cold call needed, clients are provided

23d ago

Listed five days ago

Investment consultant

This is a Full time job

subClassification: Corporate Finance & Investment Banking

classification: Banking & Financial Services

Hung Hom, Kowloon City District

5d ago

Listed two days ago

Management Trainee Program (Degree Holder in Any Disciplines)

at Sun Life Hong Kong Limited

This is a Full time job

$17,000 – $25,000 per month

subClassification: Corporate Finance & Investment Banking

classification: Banking & Financial Services

5-Day Work Week
Flexible Working Hours
Degree Holder in Any Disciplines

2d ago

Listed ten days ago

Internship program /2024 Investment Program

at AIA Financial Consultant

This is a Full time job

subClassification: Corporate Finance & Investment Banking

classification: Banking & Financial Services

at Phillip Securities (HK) Ltd

2023 Wealth Management Internship Program
Welcome students from any disciplines
Hong Kong Permanent resident / HKID Holders

10d ago

Listed seven days ago

Financial Planner

This is a Full time job

Admiralty, Central and Western District

subClassification: Financial Planning

classification: Banking & Financial Services

Multi-income from full range of financial products
Products include insurance and securities
Up to 100% Commission Rebate Scheme

7d ago

Listed two hours ago

Wealth Management Trainee & Intern 暑期實習/財富顧問/財富策劃顧問/財富管理培訓生/實習生/Internship/...

at AIA International Limited

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

「年輕有為」的學士 / 研究生團隊，多元的工作環境，追求工作與生活平衡
最專業的在職培訓，金融、投資、理財課程全面發展實現「財富自由第一步」
HK$20K - $80K /Month, Carrer Path to MDRT，更高的晉升空間

2h ago

Listed six hours ago

Management Trainee / Internship Program (2024)

at AIA International Limited

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Internship 2024
Management Trainee
Wealth Management

6h ago

Listed sixteen days ago

Wealth Management Manager/Trainee-Financial Services

at Seeds Financial Group

This is a Full time job

Wan Chai District

$30,000 – $45,000 per month

subClassification: Financial Planning

classification: Banking & Financial Services

at Haitong International Management Services Company Limited

HK $30,000 - 50,000 /month
Call me at +852 6171 0657
IANG/Degree holder in any discipline

16d ago

Listed ten days ago

Relationship Manager – Private Wealth Management (Ref :JDB/PWM/RM)

This is a Full time job

subClassification: Corporate Finance & Investment Banking

classification: Banking & Financial Services

10d ago

Listed three days ago

Wealth Management Manager / Wealth Management Internship (IANG/TPFP高才人士优先)

at AS Financial Consult

This is a Full time job

$40,000 – $55,000 per month

subClassification: Financial Planning

classification: Banking & Financial Services

at Shanghai Pudong Development Bank Co., Ltd., Hong Kong Branch

顶尖业绩Office，學士硕士團隊，EMBA Instructor
覆蓋投資策略、環球市場分析
多元化工作環境，弹性工作

3d ago

Listed nineteen days ago

Client Services Officer, Private Banking (Ref.: CV_PBC_CSO_202404)

This is a Full time job

Wan Chai, Wan Chai District

subClassification: Corporate Finance & Investment Banking

classification: Banking & Financial Services

Provide support to RMs
2yrs+ of rel. client servicing exp in PB / PWM
Qualified under SFO & IA is preferred

19d ago

Listed seventeen days ago

Internship program /2024 Investment Program

at AIA Financial Consultant

This is a Full time job

subClassification: Corporate Finance & Investment Banking

classification: Banking & Financial Services

at South China Finance And Management Limited

2023 Wealth Management Internship Program
Welcome students from any disciplines
Hong Kong Permanent resident / HKID Holders

17d ago

Listed seven days ago

Relationship Manager / Sales Executive (Native Mandarin Speaking)

This is a Full time job

subClassification: Corporate Finance & Investment Banking

classification: Banking & Financial Services

Native Mandarin Speaking
Customer Service, Relationship Management
Holder of SFC licenses RA1 & 2

7d ago

Listed twenty days ago

Wealth Management Manager/Trainee-Financial Services

at Seeds Financial Group

This is a Full time job

Wan Chai District

$30,000 – $45,000 per month

subClassification: Financial Planning

classification: Banking & Financial Services

Sai Ying Pun, Central and Western District

HK $30,000 - 50,000 /month
Call me at +852 6171 0657
IANG/Degree holder in any discipline

20d ago

Listed one day ago

Consultant Trainee (university student are welcome)

at JOHNL

This is a Part time job

subClassification: Financial Planning

classification: Banking & Financial Services