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Listed two days 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
2d ago
Listed eleven 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
11d ago
Listed seventeen 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.
17d ago
Listed eight 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
8d ago
Listed ten days ago

This is a Full time job

subClassification: Account & Relationship Management
classification: Banking & Financial Services
  • Five-day work week, Marriage Leave, Study and Examination Leave
  • Dental insurance, Life insurance, Medical insurance
  • With strong business sense with solid investment knowledge preferred
10d ago
Listed twenty one days ago

This is a Full time job

subClassification: Account & Relationship Management
classification: Banking & Financial Services
  • Large corporate clients or PRC local institutional clients
  • Strong networks with Mainland's branches
  • Energizing working environment and good career ladder
21d ago
Listed twenty three 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
23d ago
Listed sixteen 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
16d ago
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