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- ...istribution focuses on personal wealth management and financial services. Our one-stop w... ...fessional to join our team as Customer Relationship Manager. Principal responsibilities... ...censing Examinations Holder of HKIB Associate Retail Wealth Professional (ARWP) or C...
- ...o workers. Since 2014, we've helped over 10,000 families with integrity and professionalism. About the Role As a Relationship Manager, you'll own the full client journey from fi rst inquiry to post-placement support. This is a hands-on role that combines con...
- ... technology. We provide brokerage, investment research, asset management, insurance, employee stock ownership plan administration serv... .... Key elements of the job: Communicate and keep good relationship with retail client, as a representative of the group Assis...
- ...ons to the corporate clients according to their financial needs, such as syndicated loan, trade finance, structured finance, cash management and cross-selling treasury products etc. Responsible for its own credit due diligence and ensure asset quality Identify and...
- ...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 ...
- ... the following position: Job Responsibilities: Provide the full suite of wealth management and banking services to clients Explore and develop long-term banking relationships with clients Monitor clients’ portfolios on a regular basis to identify additional...
- Relationship Manager – Private Banking Responsibilities: Acquire, develop, and maintain long-term relationships with high-net-worth clients; Work collaboratively with internal specialists and resources within the bank to provide clients with holistic weal...
- ...ive, see more good in others, and work collectively to build for the long term Job Summary ~ As a Standard Chartered Relationship Manager, you'll be responsible for managing and developing relationships with high-profile clients to drive business growth and meet...
- ...ng, securities investment, insurance consultancy, and wealth management. With strong financial strength, “people-oriented" spirit... ...ortunities to expand the customer base and nurture long-term relationships with existing and new target customers Participate in ong...
- ...dress customers' different services and financial needs. We are currently seeking high caliber professionals to join our Relationship Management Team (RM) as Customer Relationship Manager. Principal responsibilities: Manage relationship with our Prestige client...
- Responsibilities: Manage relationship and develop business with private wealth clients Provide professional services and recommendations on investment and trading Develop relationship with affiliated branches for business referral opportunities Roadshow o...
- ...ngage with existing and prospective investors. Foster strong relationships through proactive communication and tailored support, effect... .... - Undertake additional tasks and projects as assigned by management, demonstrating flexibility and responsiveness to the evolvin...
- ...te Banking. To cope with the rapid business expansion, they are now inviting high caliber candidates to join the team Relationship Manager / Senior Relationship Manager, PRC Corporate Banking/ Wholesale Banking Responsibilities Develop and maintain corpo...
- ...Asia) has 52 retail outlets (including 27 “Elite Club” Wealth Management Centres) in Hong Kong. It is engaged in commercial banking, i... ...ement ~Solicit new customers and maintain existing customer relationship ~Supervise and provide guidance to junior relationship mana...
- Job Duty Duties: 維持中心運作及接待工作 Assist the day-to -day operation in the centre and handle the enquiries from the customers with excellent customer service skills. 協助處理客戶投訴及查詢 Assist to handle the complaints and enquiries. 需要輪班工作 Willing to work on shift duty, weekends ...
- Responsibilities: Maintain close contact with assigned clients, responsible for daily client relationship management to ensure client satisfaction and sustain long-term partnerships. Regularly follow up on client needs and situations, providing professional advi...
- Responsibilities: • Design and develop customer journey, manage customer acquisition, retention, engagement and reactivation • Responsible for the loyalty program • Plan and execute CRM campaign and events • Coach and influence retail team on CRM mindset and e...
- ...n Responsibilities - Actively develop new client resources, establish and maintain a long-term relationship with new clients; - Introduce comprehensive wealth management solutions to meet clients' needs - Perform other service-related duties assigned by the Branch...
- ...nches, comprising 30 provincial branches, 7 branches directly managed by the Head Office and 165 managed by provinces. It has also ... ...izing in wealth management”. ~Develop and maintain customer relationship with financial institutions including bank and non-bank insti...
- ...city, Bank of Communications (Hong Kong) has set up 37 wealth management service centres in its outlets that offer BComBEST customers ... ...es with more experience will be considered as Senior Customer Relationship Manager. The above post requires proficiency in English, ...
