... command of spoken and written English and Chinese.
Immediately available is highly preferred.
Strong sales and key account management skills.
Results-driven and self-motivated person with flexible and dynamic work attitude.
Working location: Southern Distri...
Cognizant is looking for a senior sales & account management individual as our Client Relationship Manager (CRM) to manage, retain and develop the accounts / portfolio in Hong Kong market while continuing to focus on growth.
Summary of Role
As a Client Relationship ...
We are currently seeking a highly motivated Client Advisor / Senior Client Advisor with strong personality and passion for creating an exclusive experience for our customers to join our expanding sales team.
Responsibilities:
Focuses on development and retentio...
...ping new and innovative ways to help our clients achieve their investment goals. Our dyna... ... and diversified firm spans across asset management, wealth management, and fintech, offerin... ...estment solutions. We are looking for a Senior Client Portfolio Manager or Client Po...
...rtunities
Provide exceptional customer service experience to clients
Support store operation and visual merchandising
... ...andarin
Candidate with more experience will be considered as Senior Client Associate
You will have an advantage if you are/ have...
HKD 17k - HKD 25k per month
...ers™ is a bespoke organizational consulting firm, working with clients from tech unicorns to multinational and Fortune 500 companies.... ...oaching, developing candidates, sharpening and transforming to seniority and to fit into our new era.
Drive transformation through t...
...ies include but are not limited to:
Supporting the Post Sale Manager to ‘close the sale’ by facilitating and processing post sale tr... ...ales and seller property returns
Issuing timely and accurate client communications on behalf of the Postsale Client Experience Mana...
...ide medical service for their customers.
Customer retention management, e.g. define potential issues, resolving customer’s concern, e... ...
Bachelor degree or minimum 5 years of relevant experience in client servicing management or related disciplines
A good team pla...
...vice attitude
Good command of spoken Cantonese, Mandarin and English
Candidates with more experience may be considered as Senior Client Advisor
Interested parties please send your cover letter and full resume, stating your availability, latest and expected sal...
...lture focused on mastery, ownership, and transparency
About The Role:We are looking for an entrepreneurial and motivated Client Account Management Associate (official title: Client Strategy Associate) to join our team and support our growing client base across the Asi...
Client Account Manager
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Industry: Professional Services / ConsultingFunction: Sales & MarketingType: PermanentLocation: Hong KongPost: April 2024
Key Responsibilities
~Serve as the point of contact for all customer account management matters for a portfoli...
Job Highlight
Wealth Management Clients Relationship Management
Minimum 2 years wealth management or clients relationship working ex... ...rehensive and professional financial services;
Supporting senior sales to bring in new client resources, establish and mainta...
Requirements:-
~4 years relevant experience or above
~ Must be computer literate, knowledge in MYOB system is an advantage
~ Good command of both English and Mandarin
~ Detail oriented and sensitive in numbers
Job description:-
Prepare financial reports, m...
...Hang Seng Indexes Company Limited (‘Hang Seng Indexes Company’) manages and compiles the Hang Seng Family of Indexes, which cover stock... ...igh caliber professional to join our department as Asset Owner Client Coverage Manager .
Principal responsibilities
This ro...
...ts
Ensure the on-boarding process comply with internal/ external policies/ regulations
Handling of potential name hits during client onboarding, KYC refresh and delta update
To support CDD related projects
Requirements
Degree holder in Finance, Business ...
Our client, a well known MPF Trustee in Hong Kong, is looking for a high calibre to join their group.
Responsibilities:
Conduct outboud calling program and also provide face to face client services in service counter
Handle Customer enquiries and provide ...
... Job No.: 499211
Employment Type: Full time
Departments: BOCHK Asset Management Ltd
Job Functions: Asset Management
Key Responsibilities:
~Handle KYC review of the new clients and other issues related to client onboarding
~Promote investor services t...
..., finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets,... ...ing accounting services on behalf of a broad array of assigned clients including determining net asset values, calculating fund perfo...
...r 30 years and currently employ more than 30 staff.
Responsibilities :
Under senior colleagues supervision : -
Responsible for full sets of accounts and bookkeeping for clients
Process finance related duties in general including payment (i.e. vendor payment...
Director, Client Processing Manager
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in asset...
The Job:
Handle client onboarding in a professional manner to comply with relevant rules and regulations.
Client AML risk re... ...ears’ solid experience in client services, preferably in Asset Management.
Good knowledge of KYC, AML, CRS and FATCA.
Good command...
RESPONSIBILITIES:
Sales Management : Develop and manage B2B channels in Mainland C... ...ion and presentation to customers; Align client with suitable strategic offerings to dri... ...
Relationship Management: Meets with senior management of existing clients and/or po...
...ploy the best strategies and product vehicles to cater to each client’s needs. Coupled with partnerships within the DBS network and ... ... providing them with high quality, timely and extensive wealth management, investment and financial solutions.
Treasures Private Cl...
...r recruitment purpose.
Welcome to learn more about China Minsheng Bank at
Responsibilities:
Manage and develop wealth management individual clients' portfolio and be able to achieve sales KPI and net growth in sales revenue, cross-selling and prospecting...
...bilities:
Ensure superior service delivery and address client inquiries and requests in a timely and professional manner. ... ...work environment.
Perform other duties as assigned by the management from time to time.
Requirements:
Bachelor's de...
...es - Private Banking Department
We are currently seeking a high caliber professional to join our department as Assistant Client Service Manager (Enhanced Due Diligence) . Principal Responsibilities
Perform Enhanced Due Diligence (EDD) profile review for Private B...
...inary attention to detail, and strong communication skills. The client service department is a liaison to Interactive Brokers’ retail ... ...sely with Legal and Compliance, Program Developers, and Project Managers to ensure compliance with new and existing procedures and regul...
... solutions and services to address their clients’ cybersecurity needs. Our core competenc... ...gn and systems integration services, and managed security services for advanced threat de... ...unting, and incident response.
The Senior Account Manager will execute sales and a...
..., finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets,... ...ing, Spending, Managing Taxes, Protecting Legacies - they help clients in the U.S. and abroad achieve stronger after-tax performance ...
...ly. We believe in the value of empoweringManaging Director, Client Portfolio Manager, Fixed Income with the resources to solve critical problems... .../or MBA preferred
Minimum of 10 years of experience in a senior CPM, product management, portfolio specialist, investment d...