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Listed twelve 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
12d ago
Listed nine days ago

This is a Full time job

subClassification: Account & Relationship Management
classification: Banking & Financial Services
  • Provide professional financial planning services to High Net Worth clients
  • Acquire Chinese customers and explore WM needs
  • With good client network in China is preferred
9d ago
Listed eighteen days ago

This is a Full time job

subClassification: Account & Relationship Management
classification: Banking & Financial Services
  • Assisting advisors with financial planning and investment advice.
  • Conducting investment research and analysis.
  • Collaborating on comprehensive financial plans.
18d ago
Listed seventeen 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
17d ago
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