Years of experience in business analysis, preferably within the financial services or wealth management.. Private Wealth Management in the subject header. Data provided is for recruitment purposes only..
Main Responsibilities. The role of the Private Wealth Management Relationship Manager (RM) is to.. 10 years of experience preferred Previous client relationship management skills Solid product..
Responsible for the development and maintenance of fund product shelf for private wealth management.. 7 years of experience in private banking. wealth management, preferably in a fund product manager role..
Experience working within wealth management or private banking Working experience in Business Analysis, Requirement Analysis and Gathering, Technical Functional documentation Ability to work..
Required to have prior SFC regulatory working experiences. Very strong in wealth management product due diligence and compliance experiences. Fluent in Mandarin is a..
Private Wealth Management Asia, Relationship Manager, Greater China TeamJob Number 3214185Posting Date.. CPWP (Certified Private Wealth Professional) and CFA..
About Asset & Wealth Management Bringing together traditional and alternative investments, we provide.. to external clients.For AWM Private, technology is transforming all stages of our deal lifecycle..
Banking or other related disciplines3 5 years relevant experience in private banking credit review.. credit approval is preferredGood knowledge in wealth management productsStrong analytical power, good..
Wealth and Personal Banking (WPB) helps deliver on HSBC's purpose of opening up a world of opportunity.. Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO..
Communications. Cultural Studies. Social Sciences. Public Relations or related fields Chinese & English (DSE. or CRE or equivalent At least 2 yrs of experience in venue management..
Brookfield Oaktree Wealth Solutions Brookfield Asset Management, a leading global alternative asset.. The role will represent across Brookfield's investment platform, including our private funds (close and..
CICC Wealth Management (WM) provides high net worth clients with a broad spectrum of wealth management.. This position is within the WM operation team to support HK Wealth management group for operational..
years of solid experience in working with banking, asset management, insurance or other finance related field CFA, CFP, FRM candidate is ideal, but is not a must Strong business sense with..
Key responsibilities Execute private equity fund accounting, investment transaction record and support Prepare Review monthly quarterly financial work papers for portfolio companies..
Responsibilities. Lead and manage internal audit engagements in Personal Banking and Wealth Management.. Degree or above with major in Accountancy, Finance, Statistics, Risk Management or related disciplines..
You will learn about the key trends in the industry, and the latest solutions and offerings that will broaden your expertise across different facets of wealth management. You will partner with..
Providing compliance advice to support the ongoing development of the wealth management business.. Minimum of 5 years of experience in Compliance in retail banking. virtual banking. private wealth..
Position Purpose Attend to RMs queries in a timely and professional manner Work with ICs RMs Market Advisors to help them prepare client meetings client calls portfolio reviews Pr..
Principal Responsibilities Support the operations of Unit Trust subscription, redemption and transfer process for Consumer Banking and Private Banking segment Follow up with external parties..
About Us Wellington Management offers comprehensive investment management capabilities that span nearly.. As a private partnership, we believe our ownership structure fosters a long term view that aligns our..
Job Description This Account Analyst position will be part of the Hong Kong Global Wealth Management team, covering private banks, retail banks and family offices. The role will be based in Hong..
A minimum 5 years solid experience in loyalty programs with extensive exposure in customer relationship management. Additional previous working experience relating to consultancy, agencies and..
Responsibilities Assist Section Head of investment Products Management to drive retail investment.. preferably in handling business and digital channel activities on wealth management products management..
Private Banking and Trust Services We are currently seeking a high caliber professional to join our.. Extensive network in legal, taxation and trust fields. Good relationship management, communication..
財富管理經理 Wealth Management Manager年輕有活力嘅專業理財顧問團隊 愉快工作時愉快搵錢 歡迎加入工作性質. 參與每日會議及各種不同主題的培訓..
Fluent in English and native in Mandarin or Cantonese.Strong team playerAt least 5 8 years' experience in a client relationship management role for private wealth intermediary sales channel in..