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- 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...
- ... 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...
- 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...
- ...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 ...
- ...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...
- ...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...
- ...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...
- ...arketing Technology Limited (MooneyBird) is looking for a Client Success Manager to join our team and ensure our real-estate clients achie... ...ement Serve as the primary point of contact, build strong relationships, monitor campaign performance, and proactively address cl...
- ...d to make a positive difference for our clients, communities, and each other. We questi... ... stakeholders and maintain good working relationship. RESPONSIBILITIES Strategy ~ ... ...th risk and control partners. Risk Management ~ Responsibilities relating to identi...
- 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 wea...
- ...0 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, l... ...the long term Job Summary ~ As a Standard Chartered Relationship Manager, you'll be responsible for managing and developing relation...
- Job Duty 1. Provide high-quality customer service and maintain good customer relations; 2. Arranging meetings, handling customer enquiries and complaints, providing pre-sales and after-sales services; 3. Provide project information to customers and be responsible for...
- ...ment, insurance consultancy, and wealth management. With strong financial strength, “pe... ...fulfill their financial needs Manage clients' wealth management portfolio by providi... ...the customer base and nurture long-term relationships with existing and new target customers ...
- 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...
- ...nd prospective investors. Foster strong relationships through proactive communication and tai... ...epared to articulate details clearly to clients and address their specific investment n... ...ional tasks and projects as assigned by management, demonstrating flexibility and responsi...
- ...tlets (including 27 “Elite Club” Wealth Management Centres) in Hong Kong. It is engaged in... ...king services and products to corporate clients including treasury products and cash ma... ...ustomers and maintain existing customer relationship ~Supervise and provide guidance to ju...
- ...rning through practice by innovating methods to resolve our clients’ MPF inquiries. We embrace a dynamic and open work environm... ...eash your potential for excellence! Program Summary: The Relationship Management Trainee Program is an 18 - 24 months accelerated program wh...
- Our client is PRC Corporate 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 ...
- ...nternational networks, we partner closely with a wide range of clients offering one-stop recruitment solutions in the real estate and... ...upational Safety and Health, Construction Safety, Construction Management, or a related discipline. A minimum of 10 years of work exp...
- ...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... ...e will be considered as Senior Customer Relationship Manager. The above post requires pr...
