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- 工作職責 Job Duties • Support the deployment of Member Notices and fulfilment of related SMS / email notification sending. Including the translation of notice from English to Chinese, preparation of FAQ and sending of notification via MCRM. • Assist the implementation...
- Key Responsibilities: -Handle customer enquiries via phone, email, and live chat -Understand client needs and offer tailored solutions -Maintain accurate records and ensure timely follow-ups -Collect feedback and recommend service improvements -Participate in...
- ... University degree in business or related disciplines; Minimum 5 years of relevant experience as Client Services Officer / Assistant Relationship Manager in either Priority or Private Banking; Ability to handle multiple tasks independently with good interperson...
- ...ed to 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...
- ...the Great China region, we are recruiting capable talent to join us. Key elements of the job: Communicate and keep good relationship with retail client, as a representative of the group Assist the sales team to generate revenues, through different campaigns ...
- ...viting high calibre candidates to join the team. Assistant Relationship Manager, Private Banking Responsibilities Assist Relat... ...ected salary to [email redacted, apply via Company website] or office at 3468 7398 for a confidential discussion OR, please se...
- ...Strong communication skills Strong presentation with excellent planning & organizational skills Proficient in using Microsoft Office especially in PowerPoint Systematic use of commercial reporting and CRM/Salesforce is highly preferred Proficient in written ...
- 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...
- ...in Good knowledge in both insurance and investment including equities, funds and bonds Proactive, sales-oriented with good relationship building and customer service skills Candidates from 'Top Talent Pass Scheme' are welcome to apply Good remuneration p...
- ...mendations on asset allocation Identify and capture business opportunities to expand the customer base and nurture long-term relationships with existing and new target customers Participate in ongoing Training and Development sessions Requirements ~ Degree...
- ...actice sound credit risk management ~Solicit new customers and maintain existing customer relationship ~Supervise and provide guidance to junior relationship manager/officer Job Requirements ~University graduate with major in Business, Economics, Law or Acco...
- 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...
- ... Ensure that account opening processes are properly controlled to fulfill all local/overseas regulations Provide support to Relationship Managers on client management, transaction execution and key business initiatives Ideal candidates are expected to possess: ...
- ...e now inviting high caliber candidates to join the team Relationship Manager / Senior Relationship Manager, PRC Corporate Banking/ ... ...and the Mainland China banking regulations Familiarize with office software and fluent English and Putonghua Independent, outg...
- 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...
- Responsibilities: - Develop and implement strategies to engage with existing and prospective investors. Foster strong relationships through proactive communication and tailored support, effectively addressing inquiries and concerns to build trust and loyalty. - D...
- 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...
- ...journey to fulfil your career aspiration and gain full support to unleash your potential for excellence! Program Summary: The Relationship Management Trainee Program is an 18 - 24 months accelerated program which enables professionals within three years of experience...
- ...) ~Professional qualification of ARWP is an advantage Candidates with more experience will be considered as Senior Customer Relationship Manager. The above post requires proficiency in English, Cantonese and Putonghua. We offer attractive remuneration package...
- ...0 provincial branches, 7 branches directly managed by the Head Office and 165 managed by provinces. It has also established 2,690 ba... ...lizing in wealth management”. ~Develop and maintain customer relationship with financial institutions including bank and non-bank instit...
