ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
CICC
hong kong
Job Description: This position is responsible for developing business relationship with high-net-worth individuals, their families, family offices and corporates. Understands client needs and requirements, identifies investment opportunities and provides financial advice to clients. The job duties associated with this role may be expected to inclu
Job Source: CICCCICC
hong kong
Job Description： The position is responsible for maintaining business relationship with ESOP clients, responding to client inquiries and providing administrative co-ordination with other internal teams. The job responsibilities associated with this role may be expected to include but not limited to: Responsibilities: Developing and maintaining busi
Job Source: CICCCICC
hong kong
Job Description: The position is responsible for assisting Institutional Wealth Advisors to maintain business relationship with high-net-worth individual clients, completing required paperwork, conducting limited research projects, responding to client inquiries, and providing administrative co-ordination with investment management, trading, operat
Job Source: CICCCICC
hong kong
CICC Wealth Management (WM) provides high net-worth clients with a broad spectrum of wealth management solutions including securities trading, various investment and financing products. This position is within the WM operation team to support HK Wealth management group for operational tasks, including but not limited to: Job Description: Act as pr
Job Source: CICCThe Bank of East Asia
hong kong
Responsibilities Assist Section Head of investment Products Management to drive retail investment revenue growth under Personal Banking Division (“PBD”), BEA Hong Kong (“BEAHK”). Support business and marketing activities on investment products (include Unit Trusts, Bonds, Structured Products, Treasury and FX products). Ensure all initiatives are i
Job Source: The Bank of East AsiaCICC
hong kong
CICC Wealth Management (WM) provides high net-worth clients with a broad spectrum of wealth management solutions including securities trading, various investment and financing products. This position is within the WM operation team to support HK Wealth management group for operational tasks, including but not limited to: Job Description: Act as pr
Job Source: CICCCMB International Capital Corporation Limited
hong kong
Main Responsibilities: The role of the Private Wealth Management Relationship Manager (RM) is to understand the client requirement, ensure superior service and provide regular updates to the client on financial markets developments and on clients’ portfolios Acquire High Net-Worth Clients & manage existing relationships. Provide appropriate investm
Job Source: CMB International Capital Corporation LimitedWebbe International
hong kong
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 Prepare tailor-made fixed income/structure products solutions at RMs’ request Participate to Fixed Income recommendation lists elaboration and product due diligence Ensur
Job Source: Webbe Internationalhong kong
Job Description
• Coordinate the logistics of nationwide marketing trips.
• Collect staff marketing activity reports to maintain the department information systems.
• Answers phones extensively and professionally, screen calls, and deals with client requests/questions effectively and professionally.
• Uses the office equipment proficiently when copying and faxing documents. Always follows up with every detail, making sure faxes are sent and received by professionals and clients.
• Prepares and processes very complex expense reports, ensuring adherence to Firm policy. Timely follow-up with related departments and professionals regarding the processing status of the expense report and timely inform the professionals.
• Makes very complex travel arrangements effectively, including hotel accommodation, air tickets, and local transportation. Demonstrates forward-thinking solid ability.
• Manages schedules, extensively arranges/coordinates/updates of complex meetings, and appointments, and prepares correspondences, reports, minutes, and presentation materials for the professionals.
• Collect information and help the manager to prepare the department activities.
Skills and Abilities
• Holding a Bachelor’s degree from the university.
• Good command of Mandarin and English is required.
• Good PC skills, ability to use Microsoft Office.
• More than 3 years relevant experience working in a multinational company (from Private Banking or Private Wealth Management is a plus).
• SFC License would be a big plus.
• Mature, energetic, pleasant, and presentable.
Wealth Management - Secretary jobs in hong kong
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.