Wealth Management Trainee / Manager Job Description: To keep close watch on customers’ finances and serve as a close companion on their life journey To offer professional financial advice for customers, helping them to identify problems, solve crises and avoid investment mistakes To educate customers of the importance of wealth management, and assist them to know more about various financial tools in order to achieve their goals right away To accompany customers across every life stage, fully at...

Responsibility: Support the business development by reviewing investment proposals, perform financial modelling and feasibility studies Perform marketing research and analyze business model, market and policies Draft research reports on potential acquisition targets or investment opportunities Analyze external economic trends, political and legislation changes, for their financial impact on the investments; Provide professional advice for clients on asset allocation, securities and futures, and ...

Responsibility: Support the business development by reviewing investment proposals, perform financial modelling and feasibility studies Perform marketing research and analyze business model, market and policies Draft research reports on potential acquisition targets or investment opportunities Analyze external economic trends, political and legislation changes, for their financial impact on the investments; Provide professional advice for clients on asset allocation, securities and futures, and ...

Requirements: Hong Kong Residents Only University graduate or above, finance-related subjects preferred Working experience preferable (fresh graduate will also be considered) Willing to learn and able to work under pressure Mature, Self-Motivated, responsible and good interpersonal skills Experience in Banking or financial industry will be an advantage Job Description: Provide one-stop comprehensive financial services to Corperate Clients, includes: Group Employee Benefits Group MPF Investment S...

Responsibility: Support the business development by reviewing investment proposals, perform financial modelling and feasibility studies Perform marketing research and analyze business model, market and policies Draft research reports on potential acquisition targets or investment opportunities Analyze external economic trends, political and legislation changes, for their financial impact on the investments; Provide professional advice for clients on asset allocation, securities and futures, and ...

We Offer: Monthly allowance + Attractive commission package + Year-end bonus Practical support to help you to become an internationally recognised Million Dollar Round Table (MDRT) Well-structured and comprehensive training programs for professional advancement One year fast-track promotion program to Senior Manager / Assistant Unit Manager Excellent career path to management level Overseas trips and conventions   Job Descriptions: 1. Professional Financial Services Provision to Clients Investme...

A comprehensive and systematic premier academy program designed for graduates which aims at developing high caliber individuals to provide financial planning servicesto individuals and corporate clients. Main Duties :     Develop and expand client network; Provide Financial management solutions and health knowledge to client and follow up services. Benefits :   Professional and comprehensive training program, Fast-track promotion program, Lucrative commission package, Year end bonus, Free overse...

財富管理經理的主要工作職責是為客戶設計專業的理財方案，包括： - 個人資產和強積金管理 - 基金投資及退休策劃 - 規劃遺產、財富承傳 - 個人保險計劃 - 企業醫療保險計劃 - 為客戶作定期檢視及維持緊密關係，拓展網絡以開創商機 - 須策劃及參與團隊不同類型的活動   要成為我們的財富管理經理，只要你是﹕ - 須擁有大學或以上學歷 - 須有香港身份證，IANG/優才計劃入境的都歡迎 - 一年或以上工作經驗，有前線銷售經驗更佳 - 不怕艱辛，希望事業上能有更大成就 - 如今年才正式大學畢業，可考慮先成為實習生，大學畢業後可正式申請成為財富管理經理   請按 ＂Apply Now＂申請加入....

Responsibility: Support the business development by reviewing investment proposals, perform financial modelling and feasibility studies Perform marketing research and analyze business model, market and policies Draft research reports on potential acquisition targets or investment opportunities Analyze external economic trends, political and legislation changes, for their financial impact on the investments; Provide professional advice for clients on asset allocation, securities and futures, and ...

Responsibility: Support the business development by reviewing investment proposals, perform financial modelling and feasibility studies Perform marketing research and analyze business model, market and policies Draft research reports on potential acquisition targets or investment opportunities Analyze external economic trends, political and legislation changes, for their financial impact on the investments; Provide professional advice for clients on asset allocation, securities and futures, and ...

Responsibility: Support the business development by reviewing investment proposals, perform financial modelling and feasibility studies Perform marketing research and analyze business model, market and policies Draft research reports on potential acquisition targets or investment opportunities Analyze external economic trends, political and legislation changes, for their financial impact on the investments; Provide professional advice for clients on asset allocation, securities and futures, and ...

Responsibility: Support the business development by reviewing investment proposals, perform financial modelling and feasibility studies Perform marketing research and analyze business model, market and policies Draft research reports on potential acquisition targets or investment opportunities Analyze external economic trends, political and legislation changes, for their financial impact on the investments; Provide professional advice for clients on asset allocation, securities and futures, and ...

Job Descriptions: Provideing all-rounded financial solutions : including financial planning, savings management, retirement planning and children’s education fund to clients. Provide group and pension solutions to corporate Clients Participate in team platform resources to work with expand the PRC business Equip professional financial knowledge and skills constantly for on-going career development We are looking for: F.5 /F.7 Graduates, or DSE LEVEL or Degree holder in all discipline or/ 1-2 yea...

入職要求︰   中五或以上學歷​ 持有IANG及香港身份證 / 香港永久居民 良好溝通技巧，目標感強，成熟有上進心 有工作熱情，團隊精神，樂觀好學 熟識國內業務，操流利普通話者優先    工作範圍︰   為客戶提供專業理財咨詢 拓展新客戶關系，尤其是中國內地市場 策劃及參與不同類型的推廣活動 建立及管理專業財務策劃團隊 提供專業於財富承傳，企業傳承，規劃遺產的計劃 為在港大陸背景客戶及大陸客戶提供財富保障及財富增值方案的建議，包括：保險、退休計劃、離岸信托、全球基金投資、海外房產購置等 與客戶保持良好的溝通，及時處理保險賠償以及理財策劃服務 參與團隊平台資源配合，共同拓展中國大陸客戶及合作網絡 不斷學習財富管理方面的知識，為客戶提供最新的市況信息 不斷在個人興趣及業余愛好方面增值   Responsibilities Providing & Marketing comprehensive financial, asset & risk management services to High Net Worth individuals mainly in Hong Kon...

Wealth Management Trainee / Manager Job Description: To keep close watch on customers’ finances and serve as a close companion on their life journey To offer professional financial advice for customers, helping them to identify problems, solve crises and avoid investment mistakes To educate customers of the importance of wealth management, and assist them to know more about various financial tools in order to achieve their goals right away To accompany customers across every life stage, fully at...

ABOUT THIS JOB  Companies have increasingly been relying on market insights to make informed decisions and our role at Nielsen has evolved into us being information scientists -predicting the ‘What's Next’ for our clients, in order for them to grow, stay relevant in the present and for the future. Our behavioral researchers in Nielsen’s Consumer Insights team tackle our clients’ issues by unlocking the why and the how, while our data researchers identify key clients' priorities quantitat...

Wealth Management Trainee / Manager Job Description: To keep close watch on customers’ finances and serve as a close companion on their life journey To offer professional financial advice for customers, helping them to identify problems, solve crises and avoid investment mistakes To educate customers of the importance of wealth management, and assist them to know more about various financial tools in order to achieve their goals right away To accompany customers across every life stage, fully at...

AIA is the largest independent publicly listed pan-Asian life insurance group – with a presence in 18 markets around the Asia-Pacific region. Our Vision  is to be the pre-eminent life insurance provider in the Asia-Pacific region. That is our service to our customers and our shareholders. Our Purpose  is to play a leadership role in driving economic and social development across the region. That is our service to societies and their people. 友邦保险集团 作为一家于亚太区植根逾90年的保险公司，其规模和口碑备受肯定。如今，我们的目标不仅仅是一家常规的...

Accountabilities: Develop strategy to capture and effectively utilize data in Derive marketing strategies in all market segments to maximizing profitability Review cost and budget for each marketing strategies by analysis and appropriate projection, ensure an effective cost control on each program Plan and oversee the implementation of promotion strategies Identifies potential social media and enhance customer digital experience via various platforms. Experienced in customer insight tracking too...

您抱着来港闯天下的决心，选择变身来港发展，克服语言、生活、文化等不同挑战想在这儿得到什么？ 即使没有强大的背景，亦可及早成功的秘诀？ 衣锦还乡，为家人带来荣誉？ 充分利用具备国内背景的人际网络优势？   AIA Premier Academy（友邦精英学院）为精英的您提供独特一站式培训，祝您打造快速成功之路，早日跻身成为业界公认国际最高荣誉的百万圆桌会[Million Dollar Round Table]会员。 我们期待有志创业及有才干的人士加入我们的专业团队，为我们的客户提供全面的保障及理财方案，包括财务规划、储蓄管理、退休规划、医疗及危疾保障、子女教育基金等。 我们提供： 全面的培训课程 完善的福利制度 灵活多变的工作时间 海外学习制度、有机会参与全球化的保险业分享盛会 每月津贴加上具有吸引力的佣金和表现奖金 (薪金 20K to 50K) 快速的晋升机会 工作内容： 为我们的客户提供全面的保障及理财方案，包括财务规划、储蓄管理、退休规划、医疗及危疾保障、子女教育基金等 维护内地市场、客户关系 策划及推广市场运营活动 在区域内分享工作经验，维护良好的团队关系 入职要求： 拥有在香...