Financial Counsellor recruitment
Responsibilities• Retain and increase the assets under management by developing new clients and servicing existing clients. • Achieve sales and activities targets.• Provide quality and professional services to clients. Review financial plan progress and identify further needs and changes, maintaining quality of the relationships.• Bridge between the financial institutions and the clients in relation to clients’ administrative requests and investment dealing instructions.• Prepare weekly market review, strategic asset allocation maintenance on clients’ portfolios, and regular Read more […]
Investment Consultant – Foreign Bank recruitment
Our client, a leading foreign bank is looking for an experienced Consultant in retail private banking sectors to join the organisation.You aimed to provide coaching and support to sales team on sales technique and market information; co-ordinate sales initiatives with regard to latest market condition and investment product offering to boost up team’s sales achievement. You will conduct joint customer interviews with relationship managers for priority Banking clients; review investment portfolio, give professional advise and ensure all compliance requirements related to investment products selling Read more […]
COMPLIANCE MANAGER, SECURITIES SERVICES – HK / ASIA recruitment
Our client is a major global financial services provider engaged in investment banking, private banking and investment management services with an extensive international presence. To cope with their business expansion, they are seeking an experienced professional to join them.Provide compliance support for the business in HK or regionally. Provide compliance and regulatory advisory on an ongoing basis for the business and associated support functions, including advice on existing and new Hong Kong banking regulations and relevant SFC regulatory requirements. Evaluate compliance with relevant regulations, Read more […]
INSTITUTIONAL SALES MANAGER recruitment
Our client is a global company with an unparalleled reputation across the Asia Pacific region. With the continued growth of the organization, the need has arisen to recruit a high caliber professional to join them.Lead a team of sales manager and personally manage some key client relationships. Uncover new business initiatives, business drivers and critical success. Provide proactive and continuous coaching to the team. Work with product team to develop training program. Participate in user forums and other activities such as conferences and exhibitions. Responsible for accurate and timely reporting Read more […]
COMPLIANCE, AVP / VP – DERIVATIVES recruitment
Our client is a global financial institution with Regional Asia Pacific Office in Hong Kong. They offer a wide range of financial services and investment management products to institutional investors and corporations worldwide. They are currently seeking for a high caliber professional to join them.Primarily responsible for helping to oversee various aspects of compliance related activities and projects in relation to derivatives products. To assess the eligibility of certain derivative types for the portfolios being managed. Interpreting the terms of the applicable jurisdiction’s rules, regulations Read more […]
Investment Counsellor recruitment
Job Description 1. To champion and execute all wealth management sales tactics by coaching and supporting the frontline effort in cultivating business opportunities. 2. To achieve stable and predictable bottom line results through active maintenance of professional competency of the assigned branches. Key Roles Responsibilities To consult on the distribution knowledge of various wealth management products including Unit Trusts, FX and FX derivative structures, Fixed income Instruments and Structured Products. To synthesize market information and formulate client interaction tactics to be adopted Read more […]
INVESTMENT CONSULTANT recruitment
Reporting to the GM, you will deliver the sales and profit performance of the Local financial planning team by developing and delivering a dynamic sales strategy tailored to the local market; demonstrating excellent business development (sales) and financial planning skill and closing financial planning deals, at the same time satisfying risk management and compliance standards applicable to the business and build out a professional client orientated team.You will personally develop and manage a portfolio of customers, build strong community profile via active networking within business community Read more […]