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- Provide updated market info & achieve sales KPI
- Identify PB clients’ needs and provide solution
- Degree with min 5 years' experience, HKSI & IIQE
AVP / VP, Private Banking (Ref.: CV_PBC_RM_202301)
Shanghai Pudong Development Bank Co., Ltd., Hong Kong Branch- Develop and manage a portfolio of PB Clients
- 3yrs+ of rel. exp in PB / PWM / Retail Banking
- Qualified under SFO & IA is preferred
- cash management (front office position)
- products sales support in deposit and fee income
- Support client proposal & RFP bidding processes
- At least 6 years’ experience
- Private Banking / Private Wealth Management
- Credit applications
Assistant Manager / Manager - Investment Product (Private Banking) (Ref.: CV_PBC_PM_202301)
Shanghai Pudong Development Bank Co., Ltd., Hong Kong Branch- Product Specialist of PB Clients
- 3yrs+ of rel. exp in PB / PWM / Retail Banking
- End-to-end product development and management
- Promote retail banking products
- Account opening, credit card, mortgage, insurance
- Fast track to CRM position
- Guiding and nurturing new hire retail sales
- Follow up of the underwriting and policy service
- Coordinate and schedule the marketing campaign
Account Document /Account Opening( Source of Wealth) -Client Management WM $30K
Asia Progress Executive Limited- KYC on the source of Wealth Private Banking
- private banking wealth management Account Document
- Conduct KYC/CDD periodic review Private Bank
Senior Officer/Assistant Vice President - Macro & Strategy Research (Digital Banking Department)
CMB Wing Lung Bank Limited- Degree holder
- Holder of SFC Type 4 License
- Min. 3 yrs of experience in sell-side or buy-side
- Screening and selecting of Funds products
- Prepare product proposal
- Participate in on-going product due diligence
- Execute securities trade orders
- Provide efficient & excellent services to customer
- Cross-selling of banking products
INTERNSHIP / MPF / WEALTH MANAGEMENT / 各級經理 (Flexible Work Schedule)
Manulife (International) Limited- 4 days work
- Salary 20K-50K
- Flexible Working Schedule / Work From Home
- Development and management of commercial products
- Plan various marketing and promotion initiatives
- At least 4 years relevant experience
- Familiar with Chinese and Hong Kong dollar bonds
- Experienced in fixed income sales
- Bloomberg and Bloomberg TOMS
- lead a small team to handle and check transactions
- University graduates or above
- 2 years’ experience in HK stock and US Stock
- Diploma in Computer Science
- Min. 2 years exp. in securities/futures industry
- Maintain client account & settlement information
- At least 10 years’ experience
- Private Banking / Private Wealth Management
- 10 years’ relevant experience
- Promote full range of wealth management products
- Understand customers’ financial needs
- Minimum 3 years of sales experience
- Establish trade surveillance system
- Conduct proper post-sales compliance checks
- Assist in Digital Wealth Management Platform
Head of General Insurance (Sales - RO/ General Insurance Products) ***Excellent Package***
Conners Consulting Limited- General Insurance Brokerage
- Strong in life, general insurance & MPF products
- Strong people management skills
- FX & Wealth product specialist for CB & PB
- Drive revenue growth & expand FX t/o customer base
- Being the rep icon of T&M to wealth segment
**URGENT** Manager (Degree Holder in any discipline) On-Job-Training provided
Company Confidential
- Degree in any disciplines
- Passed IIQE Paper 1, 2, 3, 4 and 5
- Handle enquiry from customers
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