Search Results: 18,914 职位空缺
1. Oversee the entire investment process, encompassing deal sourcing, due diligence, legal documentation, and ongoing portfolio management.
2. Expand deal sourcing by conducting in-depth... ..., investment banking, or management consulting, with at least 3 years of leadershi...
...tribution focuses on personal wealth management and financial services. Our one-stop... ...les Distribution as Prestige Private Investment Consultant .
Principal responsibilities ... ...stige Private CRM and other Customer Relationship Managers to conduct pre-case study, ...
...lients to drive the Unit-Linked and Pension business.
Collaborate with various stakeholders, such as Internal & External Investment Manager, Product Development, Actuarial, Operations, Agency, Partnership Distribution, Marketing, Legal & Compliance, etc, for variou...
... No.: 496022
Employment Type: Full time
Departments: Personal Banking and Wealth Management Department
Job Functions: Strategic Planning, Financial Management, Investment Management
Responsibilities:
~Provide investment views & conduct briefings on inve...
...tribution focuses on personal wealth management and financial services. Our one-stop... ...es Distribution as Prestige Private Investment Consultant .
Principal responsibilities:
... ...stige Private CRM and other Customer Relationship Managers to conduct pre-case study, ...
...ivate Banking
Job Functions: Asset Management, Dealing & Trading, Product Developmen... ...stomer's asset status, risk tolerance, investment orientation and expected return rate t... ...lients of private banking and customer relationship managers, including but not limited to...
...Banking
Job Functions: Business Development, Dealing & Trading, Investment Management, Product Development & Management, Relationship Management
Responsibilities:
~Assist Investment consultant in analyzing market trend and preparing investment proposal
~Hand...
...善照顧客戶需要
Join our fast-growing wealth management teams in Asia
Wealth and Personal Ba... ...essional to join our team as a Banking Relationship Manager.
Principal Responsibilities ... ... clients by matching our financial and investment product solutions to their financial n...
...argets and KPIs
Provide professional investment advisory advice to clients
Solicit b... ...ing events
Establish strong customer relationship with existing clients and explore new business opportunities
Assist the management to drive business initiatives and key t...
...us quarterly incentive and year-end bonus!
We are hiring Relationship Managers for a global bank to support its business growth.
If you... ...services to meet their needs, including but not limited to investment, insurance and other banking products
Identifying prosp...
...st 5 years of experiences in private wealth management business or related field
Sound knowledge in financial investment, trust, insurance, tax advice, and portfoli... ...nagement
Have good networking and client relationship to bring in the assets
Be able to develo...
...ear from you.
About the Role
To supervise various investment operations, scheme finance payment and collection, monitoring and reporting for AIA's pension funds, manage the implementation of special business projects of AIA investment operation...
...epartments: Personal Banking and Wealth Management Department
Job Functions: Business Development, Customer Service, Relationship Management
Responsibilities
~Champi... ...ding but not limited to the provision of investment, insurance and other banking products
...
...nt business expansion, but also talent investment. We respect and care about our employe... ...~Establish and maintain solid business relationship with our Bank and Non-bank FI customer... ...s, trust, insurance, funds, assessment management)
~Provide quality service and tailor-...
...
Responsibilities
Build long-term relationships with customers
Identify customers' ... ...s to retail customers
Experience in managing and growing assigned customer portfoli... ...tage
Proven track record in selling investment products is highly preferable
Pass ...
...n HNW insurance business (will also get a chance to be involved in investment business)
Good team dynamics and regular team sharing sessions
High potential to be a competent Relationship Manager
Responsibilities
Provide primary support to the Sales ...
...ng insurance products
Candidates with experience in selling investment products will be given priority considerations
Possess the ... ...ess experience may be considered as Assistant Personal Banking Manager
We offer competitive remuneration package and promising car...
Responsibilities:
Manage and enhance existing portfolio and development of quality trade finance business relationships and other financial products in accordance with the Bank’s strategy and vision;
Develop and maintain customer relationship with existing and ...
...es:
~Provide the full suite of wealth management and banking services to clients
~Explore and develop long-term banking relationships with clients
~Monitor clients’ portfo... ...~Appropriately map and provide suitable investment products & services to meeting existing...
...vant to their needs.
Job Description
The Senior Manager / Manager of Relationship Management will play a pivotal role in driving HKIB ins... ...tional proposition and strategy to provide training and consultancy service through training needs identification and solut...