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- Responsibilities : Assist senior relationship managers in maintaining and expanding client relationships, ensuring client needs are met. Prepare client reports and proposals, providing market analysis and business insights. Manage and update client data, ensu...
- ...ss listed universal banking group focusing on international expansion and specializing in wealth management. Assist the team to develop and maintain customer relationship with corporate as well as mid cap clients Provide professional financial solutions in areas o...
- ...on and financial reports as required Monitor the risk of the portfolio, engage in credit control Collaborate with the Relationship Managers to ensure a smooth transaction process Maintain and build a portfolio of clients with a balance on risk and business ...
- ...itten English and Chinese, fluent in Putonghua is an advantage Candidate with less experience may be considered as Assistant Personal Banking Manager We offer competitive remuneration package and promising career opportunities to the successful candidates. Interes...
- Job Summary As the Assistant Relationship Manager, you will be responsible for supporting Private Banker(s) in providing administration service to clients, especially of high visibility or complex requirements. Job Description What is the opportunity? As t...
- ...' and 'All in a Family' denotes the Bank's devotion to providing personalized services to its clients and promoting a harmonious relationship among its staff members. Responsibilities: Execute securities trade orders at Securities Hotline Centre or branches Provi...
- ...Banking. To cope with the rapid business expansion, they are now inviting high calibre candidates to join the team. Assistant Relationship Manager, Private Banking Responsibilities Assist Relationship manager to support their Greater China Markets/portfolio ...
- ...ment Type: Full time Departments: Personal Banking and Wealth Management Department Job Functions: Business Development, Customer Service, Relationship Management Responsibilities: ~Assist in Business Integrated Account (BIA) opening and other KYC actions...
- ... analyses and prepare credit proposals Cultivate long-term relationship with customers and explore new business opportunities through... ...business and trade finance Strong credit analysis and risk management skills Excellent relationship management, communication an...
- ...vices and investor services to institutional clients in relation to various fund and investment products Manage, develop and retain quality client relationship Drive and grow business from both existing and potential clients Manage client relationship and ident...
- ...due diligence and review process; Proactive clients service management including regular clients contact on market updates , financia... ...tunities with accomplishment of revenue and growth targets; Assist PB to provide high quality portfolio management service to mee...
- ...s Solicit business opportunities through cross-selling of banking products Acquire and cultivate new and existing customer relationship in accordance with the branch target segments Requirements: Degree holder in Business/Finance or related discipline Min...
- ... : Full time Departments : Commercial Banking Department Job Functions : Business Development, Customer Services, Relationship Management Responsibilities: Serve a designated portfolio of accounts in the Commercial Banking business segment Develop the...
- Assistant Relationship Manager Responsibilities: Assist in maintaining credit lines provided to clients; Handle account opening, account maintenance and correspondence and related services; Manage daily operation of transactions and communicate with custo...
- ...ocusing on international expansion and specializing in wealth management. Duties: Promote custody services and investor services... ...estment products Manage, develop and retain quality client relationship Drive and grow business from both existing and potential c...
- ...ts and mitigate potential risks Maintain and enhance long-term customer relationships Provide guidance and support to junior members Requirements: Degree holder in Business Management, Banking, Finance or related discipline Minimum 2 years of relevant exp...
- ...rsonalized services to its clients and promoting a harmonious relationship among its staff members. Responsibilities: Identify and d... ... junior members Requirements: Degree holder in Business Management, Banking, Finance or related discipline Minimum 2 years of...
- ...provide brokerage, investment research, asset management, insurance, employee stock ownership plan adm... ...ents of the job: Communicate and keep good relationship with retail client, as a representative of the group Assist the sales team to generate revenues, through ...
- ...egrity and professionalism. About the Role As a Relationship Manager, you'll own the full client journey from fi rst inquiry to ... ...builds trust. You'll also work with and oversee a remote assistant who helps with documentation and scheduling tasks. However,...
- ...w 12 months transactions and escalate if necessary Annual Portfolio Reviews: Download monthly statements from system for Relationship Managers to review before deadline Internal Reviews (Quarterly Review): Draft the review by comparing relevant report of each acc...
