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- ...usiness and engaging local and regional clients; Develop and execute strategic busin... ...ablish and maintain strong professional relationship with clients through proactive communic... ...ient engagement and client relationship management together with the regional teams; Ov...
- Job Duties To provide proactive and tailored account management Advise customers on different engagements, fee-based products/services Acquire new customers through converting referral leads To liaise, monitor and gate-keeping the lifestyle services provide...
- We are looking for a Assistant Relationship Manager/ Client Service Officer, Private Banking to join the financial services industry in Hong Kong. This role focuses on delivering excellent customer service while supporting relationship managers in managing client portf...
- ...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...
- ... We specialize in corporate banking, wealth management (including PB service), and investment solu... ... Focus on Large Corporates, including Local Clients and Chinese Corporate Segments. Develop and maintain strong relationships with existing and prospective corporate cli...
- GCB 5 We are currently seeking a high calibre professional to join our team as a Private Client Desk Relationship Manager. In this role you will: Provide the full suite of wealth management and banking services to HSBC’s high net worth individual clie...
- ...ing comprehensive financial services to clients on the basis of integrity, innovation, ... ...application: Responsibilities: # Manage and enhance existing portfolio and deve... ...pment of quality trade finance business relationships and other financial products in accorda...
- ...ions Develop and establish relevant business channels and client relationships, build and maintain relationships with existing and potentia... ...ch as company presentations and financial report analyses Manage company information disclosure, including website management...
- ... At Vistra our purpose is progress. We believe that our clients have the power to change the world and to do great things f... ... an exciting opportunity for you to join our team as Trust Relationship Manager . This role sits within our Private Client business unit...
- ...ith on-going maintenance · Provide investment services to PB clients, pre-trade checking, execution of client's dealing instruction... ...um 4 years of relevant working experience in banking or wealth management, preferably in private banking sector · Excellent command in...
- ... committed to providing comprehensive financial services to clients on the basis of integrity, innovation, professionalism and ... ...tly open for application: Responsibilities: # Assist Relationship Manager to market banking products. # Prepare credit review appli...
- Job description Main Responsibilities: The role of the Private Wealth Management Relationship Manager (RM) is to understand the client's requirements, ensure superior service, and provide regular updates to the client on financial market developments and on cli...
- ...d to make a positive difference for our clients, communities, and each other. We questi... ...ing, developing and servicing long-term relationships with HNW clients Business • Accoun... ...perating metrics (such as tail accounts management, client acquisition, client satisfactio...
- ... To be a senior contributor in the Private Clients team, supporting the Private Client Director to lead and manage the Private Clients team to be an effective, ... ... their area whilst creating strong profitable relationships with clients. It is important to have a wide ...
- ...le Description This is a full-time on-site role located in Hong Kong SAR for a Wealth Relationship Manager. This role will be responsible for building and maintaining client relationships, understanding client needs, providing financial advice, and promoting wealt...
- ...ment, insurance consultancy, and wealth management. With strong financial strength, “pe... ...fulfill their financial needs Manage clients' wealth management portfolio by providi... ...the customer base and nurture long-term relationships with existing and new target customers ...
HKD 35k per month
... 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 first inquiry to post-placement support. This is a hands-on role that combines consultative sa...- ...nt opening and maintenance services including processing all client onboarding documents and ensuring compliance with related re... ...f relevant experience as Client Services Officer / Assistant Relationship Manager in Priority /Private Banking or Securities Brokerage with ex...
HKD 35,000k - HKD 45,001k per month
Manulife (International) Limited Key Responsibilities • Develop and execute data-driven client relationship management strategies aligned with market trends and corporate strategic objectives, focusing on serving high-net-worth individuals (HNWIs) and corporate c...- ...or other financial products Maintain customer relationship, develop the portfolio by prospecting new clients and offering suitable corporate banking services... ...nker (CB) preferred ~3-5 years of relationship management experience in corporate banking or commercial ba...
- ...s devotion to providing personalized services to its clients and promoting a harmonious relationship among its staff members. Responsibilities: Ide... ...ess in Hong Kong ~ Strong credit analysis and risk management skills as well as ability to analyze and make sound ...
- ... At Vistra our purpose is progress. We believe that our clients have the power to change the world and to do great things f... ...exciting opportunity for you to join our team as Assistant Manager, Relationship Management (Global Incorporations) based in our Vistra, Ho...
- ...or other financial products Maintain customer relationship, develop the portfolio by prospecting new clients and offering suitable corporate banking services... ...nker (CB) preferred ~3-5 years of relationship management experience in corporate banking or commercial ba...
- Job Title: Junior / Senior RM (Relationship Manager) Location: Central, Hong Kong Responsibilities: # Identify existing and prosp... ... & services # Establish relationships with high-new-worth clients to monitor financial situation and identify client needs re...
- ...0 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, l... ...ly to build for the long term As a Standard Chartered Relationship Manager in SME Banking, you’ll be responsible for managing and deve...
HKD 30,000k - HKD 38,001k per month
...an ability to develop enduring, effective working relationships. Location: Kowloon/ HK Island / NT Client: A Leading International Bank Department: Ret... ...Support : Provide direct support to Relationship Managers (RMs) by handling documentation, preparing report...- ...ividual to join our MMB Global Benefits Management team at Mercer. This role will be based... ...looking for a MMB Multinational Senior Client Manager . This is an exciting opportun... ...r Client Manager you will be the client relationship lead for your own portfolio of dynamic,...
- ...ous employer contribution. We are currently seeking a high calibre professional to join our team as a Premier Relationship Manager This a client facing role responsible for actively managing a portfolio of international Premier Expat customers, providing high...
- ...unities through the implementation of best practice major gift relationship fundraising and applying high-level networking and executive communication skills, to ensure a high-quality relationship management and support experience. It will involve skillfully leading and...
- ...s devotion to providing personalized services to its clients and promoting a harmonious relationship among its staff members. Responsibilities: Est... ...rends and developments, providing insights to senior management to enhance product and service competitiveness. R...