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- ...ash your potential for excellence! Program Summary: The Relationship Management Trainee Program is an 18 - 24 months accelerated program w... ...areers Candidates will join the program as a Consulting Associate and be promoted to Assistant Manager level upon program gr...
- ...t Explore new clients and maintain long-term relationship with clients Provide diversified wealth management products (such as bonds, ELN, insurance) and se... ... to time by the Employer Requirements: Associate Degree / Higher Diploma or above; SFC type 1...
- ... technology. We provide brokerage, investment research, asset management, insurance, employee stock ownership plan administration serv... .... Key elements of the job: Communicate and keep good relationship with retail client, as a representative of the group Assis...
- ...o 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 con...
- Main Responsibilities: The role of the Private Wealth Management Relationship Manager (RM) is to understand the client requirement, ensure superior service and provide regular updates to the client on financial markets developments and on clients’ portfolios; A...
- 工作職責 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 pro...
- ...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. Interested parties, ...
- 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...
- ...ive, see more good in others, and work collectively to build for the long term Job Summary ~ As a Standard Chartered Relationship Manager, you'll be responsible for managing and developing relationships with high-profile clients to drive business growth and meet...
- ...s on a comprehensive range of banking, investment and wealth management products to customers Grow and strengthen the wealth of P... ...group of sophisticated customers through deepening customers relationships and providing differentiated services Ensure all selling ...
- ...ocess for new-to bank and existing clients including a/c opening , due diligence and review process; Proactive clients service management including regular clients contact on market updates , financial and non-financial service enquiry , orders execution etc; Cont...
- ...ose The New York Stock Exchange (an Intercontinental Exchange company) is seeking an experienced individual to join the Relationship Management Team in APAC to support the regional growth of the transaction business. This position will be responsible for expanding o...
- ...ng, securities investment, insurance consultancy, and wealth management. With strong financial strength, “people-oriented" spirit... ...ortunities to expand the customer base and nurture long-term relationships with existing and new target customers Participate in ong...
- ...ments: Private Banking Job Functions: Asset Management, Business Development, Customer Service, Relationship Management Responsibilities ~Manage, develo... ...t might also be disclosed to our subsidiaries or Associated Companies to process the information for appoint...
- Key Responsibilities: · Responsible for promoting and selling mortgage products · Achieve individual targets on mortgage lending business · Handle customers' enquiries and applications Requirements: · Diploma or above · Minimum 1 year in mortgage loan sa...
- 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 o...
- Job Description: Job Purpose This role is to lead the ICE Fixed Income & Data Services Relationship team in Asia Pacific, grow the regional revenue and manage a team of relationship managers. The role directly reports to the Head of Client Development, APAC. ICE Fi...
- Job Duty 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TodayPl...
- ...Asia) has 52 retail outlets (including 27 “Elite Club” Wealth Management Centres) in Hong Kong. It is engaged in commercial banking, i... ...ement ~Solicit new customers and maintain existing customer relationship ~Supervise and provide guidance to junior relationship mana...
- ...ngage with existing and prospective investors. Foster strong relationships through proactive communication and tailored support, effect... .... - Undertake additional tasks and projects as assigned by management, demonstrating flexibility and responsiveness to the evolvin...
