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- ...s and product vehicles to cater to each client’s needs. Coupled with partnerships with... ...titutions, we strive to build long-term relationships with our Private Banking clients in Asi... ...gh quality, timely and extensive wealth management, investment and financial solutions. ...
- ...alues together. As the leader in wealth management, offering innovative and intelligent so... ...th cities around the world. We keep our clients’ interests foremost in our minds at all... ... fulfill their financial needs ・Clients relationship management, expand clients’ network and...
- 工作職責 Sun life 旗下Todayplus 團隊，以下係介紹Sun life 同我地團隊獨有地方 永明金融簡介 ~永明金融係加拿大公司，有150多年歷史 ~亞洲第一間跨國外資保險公司，自己管理緊四間資產管理公司，總值八萬億資產 ~再加上財務評級為AA級別，仲係保險界最高級別 如欲了解更多資訊，請瀏覽 工作範圍 - 為客戶提供的專業理財、退休策劃分析和方案 - 提供團體保障及退休方案予公司客戶 - 積極拓展潛在市場 - 策劃及參與不同類型的推廣活動 - 參與相關理財課程以持續發展理財事業 重點：我哋TodayPlus團隊...
- ...e 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 tailo...
- ... Job Description: Establish and strengthen long-term relationships with clients to drive strategic business initiatives and achieve target... ...ion skills with a customer-oriented mindset. Ability to manage multiple tasks and meet deadlines effectively. Highly o...
- ...ing barriers for everyone, with a focus on addressing those faced by underrepresented groups. Role Description Client Relationship Managers (CRM) is a region focussed key account specialist responsible for retaining and growing the bank of business in Hong Kon...
- ...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...
- 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...
- ...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...
- ...r dynamic team at Taipei Fubon Bank, where we prioritize innovation and excellence in serving our corporate clients. We are seeking a Senior Relationship Manager to enhance our Corporate Banking efforts and drive growth in our portfolio. Responsibilities: Mana...
- ...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 either Priority or Private Banking; Ability to handle ...
- ...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.
- ...ce 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 consultative sale...
- ... plus quarterly incentive and year-end bonus! We are hiring Relationship Managers for a global bank to support its business growth. If you ha... ...ed high-net-worth portfolio Managing the total wealth of clients by mapping financial products and services to meet their ne...
- ...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...
- ...d Installment Payment Plan Service. Provide quality account management, fostering close collaboration and execution across all stages... ...ears’ relevant experience. Self-motivated, sales driven and client focused Excellent merchant network connection. Good know...
- ...lities: Provide full range of wealth management services to a designated portfolio of h... ...customers’ needs Expand the existing client base by exploring potential customers i... ...e will be considered as Senior Customer Relationship Manager. We offer attractive remuner...
HKD 20k - HKD 35k /月
As a Client & Content Manager, you will oversee client relationships and manage content strategies to deliver impactful results. This role in the business services industry requires a detail-oriented professional with a strong marketing background. Client Details ...- ...ob Purpose: To develop and implement client engagement strategies, achieve client s... ... new business opportunities and develop relationships with potential clients. Maintain and... ... client reports and forecasts to senior management. Ensure compliance with company poli...
- ... financial services and products to our clients – whether they be consumers, corporatio... ...oreign currency and across borders, and manage fluctuating expenses or cash flow. We a... ...fessional to join our team as Citigold Relationship Manager, Onshore (Internal Job Title: C...
- ...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...
- ...) has 52 retail outlets (including 27 “Elite Club” Wealth Management Centres) in Hong Kong. It is engaged in commercial bankin... ...tial sales leads, negotiate effectively, and build strong relationships with clients Meet assigned sales target & company KPI Qualificat...
- 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...
- ...Departments: Personal Banking and Wealth Management Department Job Functions: Business Development, Customer Service, Relationship Management Responsibilities: ~Serve ... ...~Develop the portfolio by prospecting new clients and offering suitable corporate banking s...
- ...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...
- ...n 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love ... ...form regular review. BIA/BCP Plan preparation Oversee and manage the related ledger accounts and ensure the accuracy of entry mo...
- ...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 ...
- CASA Relationship Manager, AVP / VP Overview We are seeking a self-driven Commercial Banking Relationship Manager to join our team. The successful candidate will be responsible for managing and growing a portfolio of non-borrowing relationships. Your ...
- Account Manager Extraordinary people. Extraordinary results. With more than 20,000 ... ...nvestment consulting. Mercer works with clients to solve their most complex benefit and... ... Account Manager you will be the client relationship lead for your own portfolio of dynamic ...
- Main Responsibilities: The role of the Private Wealth Management Relationship Manager (RM) is to understand the client requirement, ensure superior service and provide regular updates to the client on financial markets developments and on clients’ portfolios; Ac...