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- 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...
- ... Departments: Private Banking Job Functions: Asset Management, Business Development, Customer Service, Relationship Management Responsibilities ~Manage, develop and straighten Private Banking client relationship, provide high-quality, comprehensive and tail...
- Responsibilities: Maintain close contact with assigned clients, responsible for daily client relationship management to ensure client satisfaction and sustain long-term partnerships. Regularly follow up on client needs and situations, providing professional advi...
- ...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 either Priority or Private Banking; Ability to handle ...
- ...e brokerage, investment research, asset management, insurance, employee stock ownership pl... ...utional investors, as well as corporate clients using the latest online technology. ... ...f the job: Communicate and keep good relationship with retail client, as a representative...
- ...ce 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 consultative sale...
HKD 20k - HKD 35k per month
As a Client & Content Manager, you will oversee client relationships and manage content strategies to deliver impactful results. This role in the business services industry requires a detail-oriented professional with a strong marketing background. Client Details ...- 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; Ac...
- ...arketing Technology Limited (MooneyBird) is looking for a Client Success Manager to join our team and ensure our real-estate clients achie... ...ement Serve as the primary point of contact, build strong relationships, monitor campaign performance, and proactively address cl...
- ...d to make a positive difference for our clients, communities, and each other. We questi... ... stakeholders and maintain good working relationship. RESPONSIBILITIES Strategy ~ ... ...th risk and control partners. Risk Management ~ Responsibilities relating to identi...
- ...n 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love ... ...form regular review. BIA/BCP Plan preparation Oversee and manage the related ledger accounts and ensure the accuracy of entry mo...
- ...lities: Result-orientated and self-motivated to attain sales target Explore new clients and maintain long-term relationship with clients Provide diversified wealth management products (such as bonds, ELN, insurance) and securities trading to clients Ad hoc ...
- ...0 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, l... ...the long term Job Summary ~ As a Standard Chartered Relationship Manager, you'll be responsible for managing and developing relation...
- ... Functions: Customer Service Responsibilities: ~Provide all-rounded support to Private Banking Relationship Manager ~Receive investment instructions from clients and transmit same for accurate and timely execution and at all times ensure high service quality ~...
- ...esponsibilities: Dealing with on boarding process 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...
- 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 wea...
- 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...
- ...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 ...
- 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...
- ...e company) is seeking an experienced individual to join the Relationship Management Team in APAC to support the regional growth of the transact... ...ata business and building relationships with our prospects, clients, and partners (such as but not limited to investors, broker...
