- Bachelor degree or above
- 5 years experience with CPWP, CFP is preferable.
- To provide clients with critical market dynamics
1-30 of 107 jobs
- Execute client's order for Wealth Management Dept
- Handle inquiries from client, relationship manager
- Assist the department for projects
- SFC Type 1,2,4 & 5 with min 3 relevant exp
- Business travel to Mainland
- Basic Salary + Incentive + Double Pay
Premier Financial Advisor 財富策劃顧問 (歡迎各專業 本地/海外/內地 畢業生 /持IANG簽證人士/ Part-time/ Full-time)
AIA International Limited- A Dynamic Working Environment with Flexible Hours
- HK30K or above/Month
- Welcome fresh graduate
- Manage renewal of Company Licenses
- Prepare Monthly Commission
- Administrative and Daily Operations
Product Development (Insurance), Institutional Equities Department 机构业务部产品岗 (保险)
China Merchants Securities International Company Limited- Work with institutional clients & business partner
- Self-motivated & problem solving skills
- Detail-minded, good at computing & coding
Sr. Personal Banking Executive, Premier Banking (21-27K) / Junior RM - Retail Banking (35-65K)
Eagle Partners (International) Co., Limited- Premier Banking Service
- Basic Salary + Quarterly Incentive
- RM - High Incentive or Low target
- 2 years Compliance experience
- Young and Energetic Working Culture
- Birthday Leave, OT Allowance, performance bonus
Financial Consultant / Senior Financial Consultant / Business Manager / Senior Business Manager
Prudential Hong Kong Limited- Attractive Salary (Commission+Bonus)
- All-rounded training program,flexible working hour
- Welcome candidates who want to change profession
- Institutional Sales & Global Captial Market
- Marketing pitching & Client building
- Attractive remuneration
Financial Consultant /Management Trainee, Wealth Advisor /Internship (畢業生優先 /無相關經驗要求)
AIA International Limited- 享譽業界，學士硕士團隊，EMBA Instructor
- 覆蓋投資管理、環球市場風向，深耕金融保險行業
- 新人花紅，雙倍收穫，行業最優Package
Financial Planning Manager (Insurance agent/ broker candidates are welcomed)
Seeds Talent Solution Limited- Well established platform with all-rounded support
- Attractive Basic Salary + Quarterly Incentive
- Excellent career path
- Total compensation up to 25% of revenue gained
- Wide range of wealth management solutions
- Stable working environment
- Relationship management with product providers
- Product due diligence, corporate actions
- Mutual funds, direct bonds and ETFs
AVP / VP, Private Banking (Ref.: CV_PBC_RM_202309)
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
Client Relationship Manager (Wealth Management)
Huaan Securities (Hong Kong) Financial Holding Limited- SFC Type 1,2,4 & 5 with min 3 relevant exp
- Business travel to Mainland, expand client base
- Basic Salary + Incentive + Double Pay
Finance & Wealth Management Trainee 金融管理實習生計劃 Internship Up to 20000-30000***
AIA International Limited- 5 Day Work, Education Allowance, Travel Allowance
- Performance Bonus, Work Life Balance
- Flexi Hours, Work From Home, Double Pay, Gratuity
Vice President, Investment Specialist (Investment Portfolio Consultant)
China Everbright Securities International Company Limited- Drive the investment and equities sales business
- Sound knowledge of various WM products
- A self-starter and a good team player
Assistant Relationship Manager, Private Wealth Management
Ping An of China Securities (Hong Kong) Co Ltd- Sales Support
- Private Wealth Management
- Team Expansion
Assistant Manager / Manager - Investment Product (Private Banking) (Ref.: CV_PBC_PM_202309)
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
- IANG candidates & Fresh Graduates are welcome
- Attractive basic salary + competitive commission
- 15-20 days AL, birthday leave, wedding leave, etc.
Financial Consultant / Senior Financial Consultant / Business Manager / Senior Business Manager
Prudential Hong Kong Limited- Attractive Salary (Commission+Bonus)
- All-rounded training program,flexible working hour
- Welcome candidates who want to change profession
- HNW business with strong existing client base
- Good career advancement
- Salaried position with 5 days work week
Assistant Vice President, House Sales (Corporate Team)
China Everbright Securities International Company Limited- Conduct financial review with assigned clients
- Proactive and self-motivated
- With SFC license for Type 1 regulated activities
Insurance Product Manager, Institutional Equities
China Merchants Securities International Company Limited- Work with institutional clients & business partner
- Self-motivated & problem solving skills
- Detail-minded, good at computing & coding
- 5-day work with competitive remuneration package
- 22-25 days AL, birthday leave, wedding leave, etc.
- With exposure in Macau
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