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- Swiss Privilege Wealth Management Professional Program About Swiss Privilege: Swiss Privilege is a member of the acclaimed ... ...echniques and business etiquette required to be a well-versed Relationship Manager. How you benefit from the Program: # License R...
- ...anese clients Support and notify other sales teams for cross-selling opportunities Conduct KYC reviews and risk assessments associated with client on-boarding Monitor clients’ accounts to ensure the account openings were properly controlled to fulfill all local...
- ...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...
- ...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, ...
- 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...
- 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...
- ...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 ...
- ...requirements: ~ Degree holder in Business Administration or related disciplines Minimum 5 years of relevant key account management or client facing experience gained from professional services industry Knowledge in corporate services is an advantage Self...
- ...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...
- ...ies Advertising Ltd. We are recruiting a full-time Project Manager who will be responsible for providing communications support ... ...eas / promotional events / activities to clients Keep good relationship with clients, internal departments and external parties Un...
- ...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...
- ...ents Minimum 2 years of experiences from investment/wealth management/insurance brokerage firms Degree holder with SFC Type 1 & ... ...ities, funds and bonds Proactive, sales-oriented with good relationship building and customer service skills Candidates from 'Top ...
- 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...
- ...al can be found on its website at Job Purpose Assist relationship manager of the team to acquire and grow the high net worth individu... ...nager is not in the office. Understand the level of risk associated with all products and services and ensure that this informa...
- 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...
- Our client is a well-established financial institution. To cope with business needs, they are hiring Relationship Manager/ Senior Relationship Manager to join their team. Responsibilities: Customer Acquisition: Drive new customer acquisition through diverse...
- ...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...
- ...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...
- ...te Banking. To cope with the rapid business expansion, they are now inviting high caliber candidates to join the team Relationship Manager / Senior Relationship Manager, PRC Corporate Banking/ Wholesale Banking Responsibilities Develop and maintain corpo...