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- ... quality education, training and examinations relevant to their needs. We are now looking for: Reporting to the Senior Manager, Relationship Management, the colleague will assist to build, nurture, and maintain strong, long-term relationships with clients, partner...
- ... Develop and establish relevant business channels and client relationships, build and maintain relationships with existing and potential... ...uch as company presentations and financial report analyses Manage company information disclosure, including website management,...
- Job Duties: Manage customer interactions, inquiries and complaints across various channels, including email, phone, and social m... ...on tasks. Assist the sales manager to maintain the customer relationship and identify the sales opportunities. Requirements: ~ A b...
- Key Responsibilities: ~ Proactively solicit for loan business by promoting the loan products ~ Follow up mortgage application from enquiry to completion ~ Achieve individual targets on mortgage lending business to enhance company’s mortgage portfolio Req...
- ... SFC Type 1 and 4 licenses. Relevant experience in client management and channel development. Familiarity with the financial m... ...communication and interpersonal skills, able to build strong relationships with clients at different levels. Ability to work indepen...
- ...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...
- ... technology. We provide brokerage, investment research, asset management, insurance, employee stock ownership plan administration serv... ...s. Key elements of the job: Communicate and keep good relationship with retail client, as a representative of the group Assis...
- ... deal approval submissions. • New transactions: deal execution support, document negotiation for commercial and risk T&Cs, incl. managing any client escalations, to enable Client Management team to complete execution with functions and client, coordination with Produc...
- ...sia) has 52 retail outlets (including 27 “Elite Club” Wealth Management Centres) in Hong Kong. It is engaged in commercial banking, ... ...tential sales leads, negotiate effectively, and build strong relationships with clients Meet assigned sales target & company KPI ...
- ...margin trading, gold bars retail, securities, futures, asset management and credit services. Wing Fung is a member of The Chinese Go... ...in the industry. Responsibilities: Develop customer relationships and explore business opportunities within the high net worth...
- ...s. For our business, for clients, and for you Position Overview: We are seeking a motivated and enthusiastic Client Relationship Manager to join our team in Hong Kong. This key role will focus on building and maintaining strong client relationships, ensuring a ...
- ...nd authentic self, like at home. Reporting to the Branch Manager, you will be responsible for providing excellent service to V... ...fort Grow existing portfolio through deepening of customer relationship and work to increase share of wallet Provide professional ...
- ... No.: 494103 Employment Type: Full time Departments: Personal Banking and Wealth Management Department Job Functions: Business Development, Customer Service, Relationship Management Responsibilities: Serve a designated portfolio of accounts in the SME ...
- ...No.: 494000 Employment Type: Full time Departments: Personal Banking and Wealth Management Department Job Functions: Business Development, Customer Service, Relationship Management Responsibilities Champion the one-stop personal banking services at br...
- ...tes the Bank's devotion to providing personalized services to its clients and promoting a harmonious relationship among its staff members. Responsibilities: Manage and develop a portfolio of corporate banking customers to capture potential business opportunities ...
- Responsibilities: Assist Relationship Manager to manage key partner relationship to achieve business targets Explore new business opportunities in order of company strategy Building tight relationship with HNW clients to complete team AUM and revenue target ...
- ...ties Achieve various business goals assigned by the Branch Manager through delivery of professional service Provide back-up s... ...h the selling of non-investment linked insurance products for Relationship Manager stationed at “General Banking” area Generate fee i...
- ...rsonalized services to its clients and promoting a harmonious relationship among its staff members. Responsibilities: Provide total ... ...business and trade finance Strong credit analysis and risk management skills Excellent relationship management, communication an...
- ...sponsible for identifying, originating and developing client relationships with high net worth individuals or families on an ongoing ba... ...hin the high net worth segment Understand clients’ wealth management needs and formulate appropriate solutions to meet the needs ...
- Job Responsibilities: ~Promote full range of wealth management products and services to high-net-worth customers; ~Solicit new businesses and cultivate long-term relationship with customers for further business opportunities; ~Handle enquiries and provide profe...
- ...sia) has 52 retail outlets (including 27 “Elite Club” Wealth Management Centres) in Hong Kong. It is engaged in commercial banking, ... ...eposits and loans and other bank products Build long-term relationships with potential customers for sustainable business growth ...
- ... Contribute to shaping the future of private client engagement with a solution-oriented mindset. 3. Client Acquisition & Relationship Management Strengthen long-term relationships to maximize client value and brand advocacy. Recruit, engage, and maintain strong...
- ...Kaiser & Co Ltd. is an executive search firm established and managed by seasoned Human Resources professionals. We specialize i... ...l banking services. Main Job Duties: Manage existing relationships in order to grow portfolio Assets Under Management and Revenu...
- ...t and exciting future. Responsibilities Build long-term relationships with customers Identify customers' needs and match their n... ...iding financial services to retail customers Experience in managing and growing assigned customer portfolio will be a definite ad...
- 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...
- Relationship Manager - Corporate Banking Responsibilities: Explore new business and maintain existing client relationships with PE funds and/or corporates in PRC and APAC regions; Originate transactions including but not limited to syndicated loans, leverage...
- ...i licenses in banking, insurance, securities, trust and asset management sectors. Serving customers with whole-hearted, the Bank provi... ...aise clients with aims to cultivate and maintain full banking relationship with cross-border / commercial business clients as well as to...
- ...able growth by acquiring, developing and servicing long-term relationships with HNW clients Business Accountable for the performa... ...wth targets and key operating metrics (such as tail accounts management, client acquisition, client satisfaction, portfolio mix). ...
- ...Asia) has 52 retail outlets (including 27 “Elite Club” Wealth Management Centres) in Hong Kong. It is engaged in commercial banking, i... ... products and DCM business, etc. Manage and develop client relationship Review risks and prepare and recommend credit packages ...
- Job Overview: We are seeking a dynamic and detail-oriented Relationship Assistant /Associate Manager to support our Director in the Wealth Management Department. The ideal candidate will play a crucial role in enhancing client satisfaction, ensuring seamless busin...
