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- Key Responsibilities Cultivate and manage long-term relationships with HNW/UHNW individuals, corporate and institutional clients Serve as the primary point of contact, providing personalized wealth management solutions and strategic financial guidance Conduc...
- ...ing timely follow-up on inquiries from both clients and internal teams to deliver high-quality service outcomes. Manage incoming requests and questions with full a... ...sions when needed. Foster strong working relationships with key stakeholders, including consultant...
- ...nt opening and maintenance services including processing all client onboarding documents and ensuring compliance with related re... ...f relevant experience as Client Services Officer / Assistant Relationship Manager in Priority /Private Banking or Securities Brokerage with ex...
- ... Departments: Private Banking Job Functions: Asset Management, Business Development, Customer Service, Relationship Management Responsibilities Manage, develop and straighten Private Banking client relationship, provide high-quality, comprehensive and tail...
- ...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: Manage and develop a portfolio of corporate banking customers to capture potential busine...
- ...er of SFC Type 1 and 4 licenses. Relevant experience in client management and channel development. Familiarity with the financial... ...ommunication and interpersonal skills, able to build strong relationships with clients at different levels. Ability to work indep...
- ...e brokerage, investment research, asset management, insurance, employee stock ownership pl... ...utional investors, as well as corporate clients using the latest online technology. ... ...f the job: Communicate and keep good relationship with retail client, as a representative...
- ...eadline: 31 January 2026 Job Description Title Client Services Manager Department Regional Institutional Service Locat... ... and Southeast Asia. Working closely with Sales and Relationship Directors, the team is responsible for business qualifica...
- Key Responsibilities: ~ Proactively solicit for loan business by promoting the loan products ~ Follow up mortgage application from enquiry to completion ~ Achieve individual targets on mortgage lending business to enhance company’s mortgage portfolio Req...
- ...ations (Hong Kong) has set up 37 wealth management service centres in its outlets that off... ...customers’ needs Expand the existing client base by exploring potential customers i... ...ndidates with more experience will be considered as Senior Customer Relationship Manager.
- ...s Develop and establish relevant business channels and client relationships, build and maintain relationships with existing and potentia... ... as company presentations and financial report analyses Manage company information disclosure, including website management...
- ...xecutive search, cross-border workforce management, and integrated human capital solutions... ...livers measurable, lasting value to our clients’ strategic growth and organizational su... ... Explore and develop long-term banking relationships with customers Identify customers' n...
- ... their needs. We are now looking for: Reporting to the Senior Manager, Relationship Management, the colleague will assist to build, nurture, and maintain strong, long-term relationships with clients, partners, and stakeholders. He/she will act as the primary point ...
- ... to the Key Accounts Contractors, handle and respond to the client’s enquiry and proposal recommendation Assist with bid ... ...iness opportunities for Hong Kong Contribute to client relationship management Assist in the Credit Control of the construction team ...
- Key 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,...
- ...lities: Result-orientated and self-motivated to attain sales target Explore new clients and maintain long-term relationship with clients Provide diversified wealth management products (such as bonds, ELN, insurance) and securities trading to clients Ad hoc ...
- ...d health insurance, and offers retirement planning, and wealth management services. We offer: ~5-days work and attractive remunerat... ... Analyzing investment managers’ portfolios Responding to clients’ questions and requests Gathering and analyzing historical ...
- ...d to make a positive difference for our clients, communities, and each other. We questi... ...the long term Job Summary As a Manager in Client Experience, you'll be respons... ... stakeholders and maintain good working relationship. Skills and Experience Work exper...
- ...d to make a positive difference for our clients, communities, and each other. We questi... ...ing, developing and servicing long-term relationships with HNW clients Business Account... ...perating metrics (such as tail accounts management, client acquisition, client satisfactio...
- Responsibilities: Assist Relationship Manager to manage key partner relationship to achieve business targets Explore new business opp... ...of company strategy Building tight relationship with HNW clients to complete team AUM and revenue target Work closely wit...
- ...at emphasis on a fast and accurate response for both of our clients and candidates so as to be your long term business partner.... ...ooking for suitable candidates to fit their post of Virtual Relationship Manager. Responsibilities: Manage relationship with the custo...
- About Us Wellington Management offers comprehensive investment management capabili... ...rn and risk objectives of institutional clients in more than 60 countries, draw on a ro... ...nced professional who is exceptional at relationship management to focus on building and mai...
- ...d Installment Payment Plan Service. Provide quality account management, fostering close collaboration and execution across all stages... ...ociations/the authorities. Self-motivated, sales driven and client focused PC literate with good knowledge of Microsoft Office...
- ...s devotion to providing personalized services to its clients and promoting a harmonious relationship among its staff members. Responsibilities: Provi... ...and trade finance Strong credit analysis and risk management skills Excellent relationship management, communi...
- ...nd rewards that will take you further. Hang Seng Investment Management Limited (HSVM) Established in 1993, Hang Seng Investment Mana... ...funds) and investment portfolios for institutional and private clients. As a leading home-grown asset manager in Hong Kong, Hang Seng...
- ...f Communications (Hong Kong) has set up 37 wealth management service centres in its outlets that offer BComBES... ...esponsibilities: Develop and maintain customer relationship with Small and Medium Enterprise (SME) clients Explore new business opportunities and activel...
- ... Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initia... ...king a high caliber professional to join our team as Customer Relationship Manager. Principal responsibilities Provide financial p...
- ...n 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love ... ...vities to the Unit Money Laundering Prevention Officer and Line Manager ~Handle Queries and Complaints according to the Documental Op...
- 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 ou...
- Job Responsibilities: ~Promote full range of wealth management products and services to high-net-worth customers; ~Solicit new businesses and cultivate long-term relationship with customers for further business opportunities; ~Handle enquiries and provide profe...