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Wealth Management Manager / Graduated Trainee

AIA-Marlis Shum
Hong Kong
1-6 years
500000 - 3000000 HKD

We are dedicated to working closely with our clients and to providing superb solutions to meet their distinguished financial needs, whether they seek strategic portfolio management, retirement planning or estate planning.

Skills :

Wealth Management Manager

AIA-Marlis Shum
Hong Kong
0-5 years
Not Specified

AIA一走在險業的最端,致力用心栽培優質財務策劃顧 為一個能促進險業界和個人事業發展的最佳平。 當中邦精英學院(AIAPA)是專為一年且活力充沛的越 新一代而設, 點培訓發展課程,以快的晉途徑,供事業 的良佳機會。 邦精英學院更致力幫助專得傑出業務就,助其晉身 界公最 崇高的國際榮譽「百圓桌會(Million Dollar Round Table, MDRT)會員,讓他們走上功之路。 如果您有投身財務策劃行業,歡迎加入我們。

Skills :

Professional Services > Business Consultancy, Sales, CS & Business Dept. > Business Development, Banking / Finance > Wealth Management

Skills :

The banking background of our client is an unique wealth management team ( tied agency ) in Hong Kong. In addition to life insurance and financial planning services, also offer one-stop referral for banking services such as private banking, MPF......

Skills :

The banking background of our client is an unique wealth management team ( tied agency ) in Hong Kong. In addition to life insurance and financial planning services, also offer one-stop referral for banking services such as private banking, MPF, home

Skills :

Professional Services > Business Consultancy, Sales, CS & Business Dept. > Business Development, Banking / Finance > Wealth Management

Skills :

The banking background of our client is an unique wealth management team ( tied agency ) in Hong Kong. In addition to life insurance and financial planning services, also offer one-stop referral for banking services such as private banking, MPF......

Skills :

The banking background of our client is an unique wealth management team ( tied agency ) in Hong Kong. In addition to life insurance and financial planning services, also offer one-stop referral for banking services such as private banking, MPF, home

Skills :

The banking background of our client is an unique wealth management team ( tied agency ) in Hong Kong. In addition to life insurance and financial planning services, also offer one-stop referral for banking services such as private banking, MPF......

Skills :

The banking background of our client is an unique wealth management team ( tied agency ) in Hong Kong. In addition to life insurance and financial planning services, also offer one-stop referral for banking services such as private banking, MPF, home

Skills :

- Bachelor Degree or above in any discipline <br> - IANG Graduates with Finance and Business discipline may apply for Financial Planner / Management Trainee<br> - Holders of valid HKID card or valid work permits including IANG<br> - Good communication skills,<br> - able to accept challenge<br> - Sales, Communicate to generate Leads and help to fix clients needs with financial products<br> - Great remuneration package with Basic Salary up to HK$25,000 + commission with Monthly Bonus and Year End Bonus<br> - Great sales incentives, Overseas Conference to Europe and Asian countries, whole family fringe benefits <br>

Skills :

The banking background of our client is an unique wealth management team ( tied agency ) in Hong Kong. In addition to life insurance and financial planning services, also offer one-stop referral for banking services such as private banking, MPF......

Skills :

The banking background of our client is an unique wealth management team ( tied agency ) in Hong Kong. In addition to life insurance and financial planning services, also offer one-stop referral for banking services such as private banking, MPF, home

Skills :

The banking background of our client is an unique wealth management team ( tied agency ) in Hong Kong. In addition to life insurance and financial planning services, also offer one-stop referral for banking services such as private banking, MPF......

Skills :

VP – Wealth Management

Levin Human Capital Consulting
Hong Kong
2-5 years
Not Specified

Job Description : Responsibilities * To achieve business targets in revenue and AUM * To offer total financial solutions to clients by leveraging products of Funds, Bonds, Notes, Equity and Insurance, etc. * To conduct regular portfolio rev

Job Description : Finance Operations Support, Wealth Management

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The banking background of our client is an unique wealth management team ( tied agency ) in Hong Kong. In addition to life insurance and financial planning services, also offer one-stop referral for banking services such as private banking, MPF, home

Skills :

Job Description : Our client is a PRC based Financial Group. To cope with its expansion, they are inviting high calibre to join their new team. * Newly established position * Reports to the Head of Investment Banking * Build up the team to

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Position Overview Details of Division and Team: Deutsche Bank’s Wealth Management business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehens

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Position Overview OVERVIEW: Deutsche Bank’s Wealth Management business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all as

Skills :

Position Overview Details of the Division and Team: Deutsche Bank’s Wealth Management business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as compre

Position Overview #N/A Our values define the working environment we strive to create – diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We

Skills :

Position Overview OVERVIEW: Deutsche Banks Wealth Management business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all asp

Skills :

Position Overview #N/A Our values define the working environment we strive to create – diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We

Skills :

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