Client Advisor, Global Wealth Management - Taipei, Taipei City

Wealth and Premier Solutions Product Manager responsible for executing and supporting Managed Solutions business growth covering operation, compliance, product and performance management. · Contributes to the Managed Solutions Product development including both Unit Trust and Alt ...

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capita ...

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capita ...

Lead the Trust parameter set-up team to ensure new product codes are set-up/maintained timely Review and coordinate WMO related projects for operational process review risk identification issue escalation and monitor implementation status Collaborate communicate with stakeholders ...

To perform client on boarding at SFS and prepare regulatory reporting data and execute Tax declaration CBC Media reporting Investment product accounting and booking Assist in handling exception case Preparation and reconciliation of trade confirmations statements Support end to e ...

The Key Accountabilities Cover For The Maker Role · To perform the distribution process for SN transaction include Subscription/Redemption · To perform Settlement instruction with custodian bank / broker · To prepare regulatory reporting data of OTC/TA/CBC Media reporting · T ...

This role involves implementing investment product/sales strategies in assigned areas to achieve sales targets. · Working on site to drive investment sales activities for the assigned area. · Lifting up PRM/RM Insurance professionalism and productivity through various efforts. · ...

Wealth products and advice control against Group standards drive wealth products and advice control against Group standards deploy Wealth Risk Management Framework manage a robust business unit compliance process coordinate deliver actions with key stakeholders. · ...

Wealth Product Solution is one of the key focus of the wider International Wealth and Premier Banking(IWPB) business. The Wealth Product Solution team manages all lines of products ranging from Insurance to Investment products. · ...

To plan organize direct develop and deliver the Wealth Management services in difference branches in Taiwan. · ...

International Wealth and Premier Banking (IWPB) is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world's largest global wealth managers with USD1.4 trillion in assets. Our dedicated colleagues serve millio ...

International Wealth and Premier Banking (IWPB) is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, · To grow our franchise in FX products · To work with bankers and managing FX trading clients' portfolio planning · ...

The role is responsible for overseeing business performance, proposing and agreeing on improvement initiatives across IWPB and tracking successful achievement of agreed actions. · This covers resources management, cost management, and strategy business execution.Plan and implemen ...

Job Summary · Wealth and Premier Banking leverages HSBC's global retail banking expertise and wealth management capabilities to deliver a broad range of world-class retail banking solutions to millions of customers. Driving for growth in key markets around the world, the business ...

Lead branch service staff in delivering customer driven service and efficiency of service capability. · ...

International Wealth and Premier Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world's largest global wealth managers with USD1.4 trillion in assets. Our dedicated colleagues serve millions of c ...

Wealth Management business combining Retail Banking and Wealth Management; global wealth managers with USD1.4 trillion in assets.We provide products services best suit customers' needs. · Sales performance oversight proposing improvement initiatives across IWPB track successful a ...

Wealth and Premier Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world's largest global wealth managers with USD1.4 trillion in assets. · Our dedicated colleagues serve millions of customers wor ...

Your role · Are you skilled at developing wealth plan strategies? Does financial data excite you? · provide comprehensive wealth planning and succession structure advice to HNW and Ultra HNW clients · deliver family office advisory services, covering family governance, strategies ...

As a Relationship Manager you'll be responsible for managing and developing relationships with clients of Priority Banking & Priority Private Banking to drive business growth and meet the bank's strategic objectives. · ...