Wealth Management Manager
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- 大學畢業/副學士/高級文憑畢業
- 非本地畢業生留港／回港就業安排
- 高端人才通行證計劃
- 財富管理和提供財務建議方面的經驗，瞭解投資產品和市場研究
- 人際交往和溝通技巧 與客戶互動分析技巧
- 獨立工作和作為團隊的一員的能力
- 精通英語和粵語;普通話優先 職位發展空間：
- 瞭解商業社區的運作情況，為未來的職業發展做準備。
- 優先參加各種擴展發展計劃和公司活動。
- 出色的職業道路和通往管理水準的快速通道。
- 團體人壽和醫療保險。
- 有競爭力的績效獎金 AI (人工智能）已经广泛使用中，提升工作效率，能够用更少的人、更少的时间，做到更多的事 在公司方面，确实是一件好事，但在员工角度出发，却可能是一个挑战，因为AI取代的不只是劳力，而是多年学习得来的知识 现在，可能比较安全的职位，是对客户的服务前线位置，尤其是持牌的专业职位 我们提供专业理财顾问牌照的考试培训，同时，我们亦指导新同事的见客技巧，当中包括，Prospecting, Fact Find, Know your client, Story telling, Solution presentation, Service 等等 最后，当然财富管理和增值的产品、合作伙伴、家族办公室的服务，亦会传授给新人。 如果各位看到这讯息，欢迎大家见面交流 公司简介 宏利香港及澳门是值得信赖的金融机构，成立逾125年，致力帮助市民轻松做出决策，改善生活。我们拥有240万客户群，其中每3人中就有1人在香港，提供多元化的保障和财富产品与服务。宏利是香港第一大顾客满意保险品牌及领先的强积金服务供应商，管理着香港超过四分之一的在职人士的退休储蓄。我们的目标是成为业内最数字化和以客户为中心的全球性公司，为香港、澳门和大湾区的人们提供量身定制的金融解决方案。 于香港特别行政区的财富管理经理全职现场职位。财富管理经理将负责管理客户投资组合，提供财务建议和规划，以及开发定制的财富管理解决方案。日常任务包括评估客户需求、进行金融市场研究、准备投资提案以及监控和报告客户投资。 资格
- 非本地毕业生留港/回港就业安排
- 大学毕业/副学士/高级文凭毕业
- 高端人才通行证计划
- 财富管理和提供财务建议方面的经验，了解投资产品和市场研究
- 人际交往和沟通技巧 与客户互动分析技巧
- 独立工作和作为团队一员的能力
- 精通英语和粤语;普通话优先 职位发展空间：
- 了解商业社区的运作情况，为未来的职业发展做准备。
- 优先参加各种扩展发展计划和公司活动。
- 出色的职业路径和通往管理水平的快速通道。
- 团体人寿和医疗保险。
- 有竞争力的绩效奖金
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Wealth Management Product Manager, Insurance Product
Il y a 3 jours
Brussels, Brussels-Capital, Belgique Bank of China (Hong Kong) Temps pleinResponsibilities • Identify and explore new product ideas to support business growth • Conduct continuous monitoring and maintenance on products to ensure product and system competitiveness in the market and uplift sales effectiveness • Collaborate with internal & external stakeholders on product launch plan, digital channel development and other...
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Wealth Private Banker
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Brussels, Brussels, Belgique CBC Temps pleinQuelle est votre mission? Votre mission en tant que Wealth Private Banker est basée sur deux exigences : la gestion des différents aspects de la situation financière d’un portefeuille de clients «High Net Worth» et votre capacité à établir avec eux une relation constructive à long terme. Vous êtes responsable de la croissance de votre...
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Senior Private Wealth Portfolio Manager
Il y a 2 heures
Brussels, Brussels, Belgique ING Belgium Temps pleinING Private Banking recherche un Portfolio Manager pour la Zone Centre, basé à Bruxelles, afin d’accompagner les clients privés dans la construction et la gestion de leur portefeuille, en gestion discrétionnaire ou en gestion-conseil. Vous traduisez la stratégie d’investissement d’ING en solutions personnalisées adaptées au profil et aux...
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Wealth Management Investor Acquisition Specialist
Il y a 1 jour
Brussels, Brussels, Belgique Jobat Temps pleinNot disclosed is een internationale investeringsfirma actief in België en Luxemburg, die discreet portfolio management aanbiedt aan particulieren en instellingen. De rol richt zich op het contacteren en kwalificeren van prospects en het leiden van gesprekken tot investeringsbeslissingen, met training en samenwerking met portefeuillebeheer en...
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Wealth & Asset Management Transformation Consultant
Il y a 2 jours
Brussels, Brussels, Belgique NORRIQ Financial Services Temps pleinWho We Are NORRIQ is an international group headquartered in Denmark and Belgium, with over 350 consultants driving business transformation through technology. Who We Are NORRIQ is an international group headquartered in Denmark and Belgium, with over 350 consultants driving business transformation through technology. Our growing Financial Services practice...
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Management Information Manager
Il y a 1 jour
Brussels, Brussels-Capital, Belgique Bank of China (Hong Kong) Temps pleinKey Responsibilities • Lead the implementation and deployment of AI initiatives (such as NL2BI platform, vector knowledge base, and AI Agent); consolidate business requirements, assist in testing new features, and drive business adoption. • Collaborate with IT and cross-departmental teams to establish unified bank-wide data definition and semantic layer...
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Asset & Wealth Management - APAC Recruiter, Associate
Il y a 5 jours
Brussels, Brussels-Capital, Belgique JPMorganChase Temps pleinJob Description As a Recruiter for the Asset & Wealth Management business, you will be part of the front-office recruiting team, leading end-to-end recruitment for Asset Management and Private Bank support functions across Asia Pacific. You will partner closely with hiring managers, source and assess candidates, manage offers and provide market insight to...
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Brussels, Brussels-Capital, Belgique Goldman Sachs Temps pleinJob Description Asset Management Division provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries, and geographies. We help our clients navigate today’s dynamic markets and identify the opportunities that shape their portfolios and long-term investment goals. We extend...
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Wealth Manager
Il y a 1 jour
Brussels, Brussels, Belgique CapitalatWork Foyer Group Temps pleinCapitalatWork Foyer Group in Brussels is seeking four Wealth Managers to strengthen our Brussels and Walloon Brabant presence. You will develop and activate your network to attract new clients and work closely with Portfolio Managers to deliver tailored wealth solutions.We value an entrepreneurial and commercial mindset, at least five years of relevant...
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AI-Driven Wealth
Il y a 1 jour
Brussels, Brussels, Belgique NORRIQ Financial Services Temps pleinNORRIQ is seeking a Senior/Medior Transformation Consultant focused on Invest / Wealth & Asset Management. You will drive digital transformation and regulatory initiatives, translating business needs into precise requirements.Join a fast-growing international group with extensive training, cross-functional teams, and a culture of growth. You will work on...
