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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...
- ...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 ...
- ...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...
- ...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...
- ...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...
- ...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...
- ...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...
- ...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...
- ...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...
- ...' and 'All in a Family' denotes the Bank's devotion to providing personalized services to its clients and promoting a harmonious relationship among its staff members. Responsibilities: Execute securities trade orders at Securities Hotline Centre or branches Provi...
- ... 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...
- ...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...
- ...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...
- Job Summary As the Assistant Relationship Manager, you will be responsible for supporting Private Banker(s) in providing administration service to clients, especially of high visibility or complex requirements. Job Description What is the opportunity? As t...
- ...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...
- Reporting to the Team Head, you will be responsible for promoting, soliciting and developing existing and new business relating to trade finance. Also, you will perform credit activities including credit appraisal, annual review, liaise with other operation division fo...
- ...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,...
- 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...
- ...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...
- ... credit analysis and prepare credit proposals for Credit Risk Management Committee approval Responsible for client on-boarding, con... ... fulfill all local/overseas regulations Provide support to Relationship Managers on client management, transaction execution and key ...
- ...g yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to h... ... for a high caliber professional to join our team as Citigold Relationship Manager, Onshore (Internal Job Title: Citigold Relationship Ba...
- ...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...
- Responsibilities: Assist Relationship Managers with daily transactional duties including but not limited to taking investment orders, remittance, account documentations and credit modifications timely and accurately Handle and follow up account opening and on-boa...
- ...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...
- 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...
- ...Distribution focuses on personal wealth management and financial services. Our one-stop we... ... to join our team as Executive Customer Relationship Manager. Principal responsibilities ... ...ptimising new business opportunities ~Assist the team head in providing coaching to ...
- ...ate banking centre in Hong Kong. With extensive network across the city, Bank of Communications (Hong Kong) has set up 37 wealth management service centres in its outlets that offer BComBEST customers a full range of professional banking services to address their needs...
- ...sia) has 52 retail outlets (including 27 “Elite Club” Wealth Management Centres) in Hong Kong. It is engaged in commercial banking, ... ...tential sales leads, negotiate effectively, and build strong relationships with clients Meet assigned sales target & company KPI ...