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- 工作職責 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TodayPlus團隊...
- ... Job Description: Establish and strengthen long-term relationships with clients to drive strategic business initiatives and achieve target... ...ion skills with a customer-oriented mindset. Ability to manage multiple tasks and meet deadlines effectively. Highly o...
- 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...
- ...Co., Ltd. We specialize in corporate banking, wealth management (including PB service), and investment solutions. ... ...e innovation and excellence in serving our corporate clients. We are seeking a Senior Relationship Manager to enhance our Corporate Banking efforts and...
- ...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...
- ...ibilities: To develop and maintain a portfolio of corporate clients for soliciting new business opportunities Provide financial... ...ch as syndicated loan, trade finance, structured finance, cash management and cross-selling treasury products etc. Responsible for it...
- ...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...
- ...nitor 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 Job Requirements: ~ Degree holder of Acc...
- ... the following position: Job Responsibilities: Provide the full suite of wealth management and banking services to clients Explore and develop long-term banking relationships with clients Monitor clients’ portfolios on a regular basis to identify additional...
- 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...
- ...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...
- Our client is a European Private 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 th...
- Assistant Client Relations Manager (MPF) Insurance Hang Seng Bank was one of Hong Kong's bancassurance pioneers with insurance business ... ...e sales and penetration of MPF business Build up close relationship with existing clients and handle customer enquires on MPF...
- 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...
- ...are currently seeking high caliber professionals to join our Relationship Management Team (RM) as Customer Relationship Manager. Principal responsibilities: Manage relationship with our Prestige clients Acquire, develop and retain relationships with a portfoli...
- ...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 ...
- ...tlets (including 27 “Elite Club” Wealth Management Centres) in Hong Kong. It is engaged in... ...king services and products to corporate clients including treasury products and cash ma... ...ustomers and maintain existing customer relationship ~Supervise and provide guidance to ju...
