Wealth Planning Trust Relationship Manager recruitment
UBS can offer you an environment geared towards performance, attractive career opportunities, and an open corporate culture that values and rewards the contribution of every individual. Key tasks and responsibilities include: This Role-Holder acts as an agent of the UBS trust companies to facilitate trust business and is responsible for all trust related aftersales tasks that do not require trustee discretion / presence. Specifically, the Role-Holder will be building long term relationship with the settlors and beneficiaries, attending to any issues or requests arising from the trust Read more […]
Fund Sales recruitment
Job Description:• Support new client relationships and establishment of a comprehensive distribution network via external channels• Focused to nurture existing client relationships, with particular emphasis to building good rapport with distributors’ product evaluation as well as front-line sales teams• To take proactive lead and closely attend to the documentation and implementation proceedings in the establishment of a new client relationship• Proactive dialogues held with distributors on product highlights and any updates, special incentives etc. to support product sales momentum• To Read more […]
AVP – Investment Specialist- Retail & Commercial Banking recruitment
Attractive base salary (45K+), quarterly incentive, discretionary bonusGood sales management opportunityAbout our ClientOur client is a multinational banking corporation recognized worldwide and they are now seeking experienced individuals to join their sales management team.Job DescriptionLead and drive sales performance of front line sales to achieve overall sales targets assigned for investment products Develop sales strategies and business plans for cluster branches with District Head and Branch Managers to optimize sales capacity and effectiveness Conduct regular coaching, training and market Read more […]
Senior Compliance Officer – Wealth Management recruitment
Hong Kong• Strong Corporate Culture• Attractive Remuneration PackageReporting to the Head of Wealth Management Compliance, you will be fully responsible for:• Liaising with regulatory authorities and auditors to resolve any compliance related issues• Identifying compliance risks and implementing monitoring measures where required• Developing and ensuring compliance policies and procedures are in line with the local regulatory and wealth management requirements• Ensuring sensitive employees are identified and exercising control over personal account dealing• Approving on account Read more […]
Relationship Manager, Private Banking recruitment
Responsibilities:• To be the primary relationship manager to a portfolio of customers• To increase retention rate and share of wallet and or existing customers and acquire new high net worth customers by – provision of high quality service, matching financial solutions with customer needs and goals, and fostering quality internal referrals from existing customers. • Maximise income generation in order to meet individual and department yearly budget.• To meet revenue and sales targets agreed for the year.• To promote a Corporate Risk Management culture in the business. To implement Read more […]
Associate Relationship Director, Affluent Banking, Hong Kong recruitment
· Develop strong relationships and networking · Excellent interpersonal and communication skills · knowledge in investment and wealth management products ANZ{/i} is accelerating the growth of its business in Asia. We realize that our greatest asset is our people. That is why we are creating a unique climate of inspiration, leadership, values and great opportunities that will enable the best in the market to thrive as part of our diverse team. ANZ{/i} Signature Priority Banking provides a personalized banking relationship to help affluent customers meet their personal and family-related Read more […]
Equity Research Analyst recruitment
Responsibilities: Conduct fundamental research analysis and bottom up stock picking on allocated sectors/coverage within Asia exJapanequity markets. Work closely within the research team to generate investment ideas and reports and provide follow up support on existing recommendations. Provide guidance and advice to other members of the product group as well as relationship managers in relation to stock ideas and recommendations. Conduct periodic reviews and advice on client stock holdings. Provide ad-hoc write-ups on specific and interesting themes or topical issues, and support the team in research Read more […]
Wealth Management (35K-45 HKD) recruitment
The Company Our client is a growing Asia-based wealth management firm that is currently looking to hire an experienced wealth management advisor to join its growing desk. Candidates should have at least 3-5 years of solid sales experience in wealth management to be considered. The Role Have at least 3-5 years of experience in wealth management planning with existing network of clients in North Asia (IFAs and retail clients) Fluent in English, and Mandarin and Cantonese Have a proven track record of successfully building and to help grow wealth management distribution business Be familiar Read more […]
PWM – GIS COO – Product Support & Control reporting to GIS COO (VP) recruitment
About Deutsche Bank: A Passion to Perform. It’s what drives us. More than a claim, this describes the way we do business. We’re committed to being the best financial services provider in the world, balancing passion with precision to deliver superior solutions for our clients. This is made possible by our people: agile minds, able to see beyond the obvious and act effectively in an ever-changing global business landscape. As you’ll discover, our culture supports this. Diverse, international and shaped by a variety of different perspectives, we’re driven by a shared sense of purpose. At every level Read more […]
Investment Consultant recruitment
Job Description: The primary role of the IC shall be to support 15 Relationship Managers in managing client portfolios and advising products. Local voice of the product management team- ICs relay the house view in their respective marketing teams. They can complement the house view by adding the ‘local flavor’ to make it more relevant. They can call on product specialists for specific support or general training needs. Premium investment advisory service top clients- ICs provide advice to large and sophisticated clients. They are directly in contact with clients for that matter. They formulate Read more […]