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- 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...
- ...on and financial reports as required Monitor the risk of the portfolio, engage in credit control Collaborate with the Relationship Managers to ensure a smooth transaction process Maintain and build a portfolio of clients with a balance on risk and business ...
- ...itten English and Chinese, fluent in Putonghua is an advantage Candidate with less experience may be considered as Assistant Personal Banking Manager We offer competitive remuneration package and promising career opportunities to the successful candidates. Interes...
- Assistant Relationship Manager Responsibilities: Assist in maintaining credit lines provided to clients; Handle account opening, account maintenance and correspondence and related services; Manage daily operation of transactions and communicate with custo...
- ...due diligence and review process; Proactive clients service management including regular clients contact on market updates , financia... ...tunities with accomplishment of revenue and growth targets; Assist PB to provide high quality portfolio management service to mee...
- ...ss listed universal banking group focusing on international expansion and specializing in wealth management. Assist the team to develop and maintain customer relationship with corporate as well as mid cap clients Provide professional financial solutions in areas o...
- ...Banking. To cope with the rapid business expansion, they are now inviting high calibre candidates to join the team. Assistant Relationship Manager, Private Banking Responsibilities Assist Relationship manager to support their Greater China Markets/portfolio ...
- ...ment Type: Full time Departments: Personal Banking and Wealth Management Department Job Functions: Business Development, Customer Service, Relationship Management Responsibilities: ~Assist in Business Integrated Account (BIA) opening and other KYC actions...
- ... analyses and prepare credit proposals Cultivate long-term relationship with customers and explore new business opportunities through... ...business and trade finance Strong credit analysis and risk management skills Excellent relationship management, communication an...
- ...vices and investor services to institutional clients in relation to various fund and investment products Manage, develop and retain quality client relationship Drive and grow business from both existing and potential clients Manage client relationship and ident...
- ...ocusing on international expansion and specializing in wealth management. Duties: Promote custody services and investor services... ...estment products Manage, develop and retain quality client relationship Drive and grow business from both existing and potential c...
- ...s Solicit business opportunities through cross-selling of banking products Acquire and cultivate new and existing customer relationship in accordance with the branch target segments Requirements: Degree holder in Business/Finance or related discipline Min...
- ...provide brokerage, investment research, asset management, insurance, employee stock ownership plan adm... ...ents 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 ...
- ...ts and mitigate potential risks Maintain and enhance long-term customer relationships Provide guidance and support to junior members Requirements: Degree holder in Business Management, Banking, Finance or related discipline Minimum 2 years of relevant exp...
- ...rsonalized services to its clients and promoting a harmonious relationship among its staff members. Responsibilities: Identify and d... ... junior members Requirements: Degree holder in Business Management, Banking, Finance or related discipline Minimum 2 years of...
- ...egrity and professionalism. About the Role As a Relationship Manager, you'll own the full client journey from fi rst inquiry to ... ...builds trust. You'll also work with and oversee a remote assistant who helps with documentation and scheduling tasks. However,...
- ...d Installment Payment Plan Service. Provide quality account management, fostering close collaboration and execution across all stages... ...g account & Merchant Receivable loan etc. to drive synergy. Assist Team Head to execute business projects, coordinate with intern...
- ...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...
- ...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...
- 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 ...
- Monthly salary up to HK$52,000 (depends on experience) plus quarterly incentive and year-end bonus! We are hiring Relationship Managers for a global bank to support its business growth. If you have front line working experience within banking or have previous good cus...
- Responsibilities:- Assist the relationship manager in handling the drawdown and related matters for the existing customers Collaborate with the relationship manager in developing new sales opportunities Prepare credit proposals, regular credit review and han...
- ...city, Bank of Communications (Hong Kong) has set up 37 wealth management service centres in its outlets that offer BComBEST customers ... ...hievement is the definite advantage Candidates with more experience will be considered as Senior Customer Relationship Manager.
- ...ents: Institutional Business Department Job Functions : Relationship Management Responsibilities: Develop and serve a portfolio of acco... ...ing suitable banking services to the existing customers. Assist in KYC and client on-boarding process. Prepare credit pr...
- ...r Client, one of the well-established bank in Hong Kong, is now looking for suitable candidates to fit their post of Virtual Relationship Manager. Responsibilities: Manage relationship with the customers Acquire, develop and retain relationships with a portfoli...
- ... 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...
- ...No.: 494000 Employment Type: Full time Departments: Personal Banking and Wealth Management Department Job Functions: Business Development, Customer Service, Relationship Management Responsibilities Champion the one-stop personal banking services at br...
- ...n 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...
- Responsibilities : Provide full range of wealth management services to a designated portfolio of high-net-worth customer, for exa... ...hievement is the definite advantage Candidates with more experience will be considered as Senior Customer Relationship Manager.
- ...ons to the corporate clients according to their financial needs, such as syndicated loan, trade finance, structured finance, cash management and cross-selling treasury products etc. Responsible for its own credit due diligence and ensure asset quality Identify and...