Main Responsibilities: The role of the Private Wealth Management Relationship Manager (RM) is to understand the... authorities. Qualifications & Requirements: 2 year's relevant experience preferred; Previous client relationship management...
Main Responsibilities： The role of the Private Wealth Management Relationship Manager (RM) is to understand the client... Wealth Management. Responsible for complying with regulatory compliance as set out by relevant authorities...
Head of Private Wealth Management to develop and implement Bancassurance business Work closely and maintain a good... protections to wealth management clients Responsible for the acquisition and relationship management of personal high net worth...
wealth management, with a focus on the private banking sector Excellent command of spoken and written Cantonese and Mandarin... in Finance, Economics, or a related field A minimum of 3 years of relevant working experience in private banking or private...
and managing portfolio of high net worth customers by providing tailored wealth management solutions Actively explore and identify..., insurance, securities, trust and asset management sectors. Serving customers with whole-hearted, the Bank provides comprehensive...
in wealth management products sales Pleasant and outgoing personality with good interpersonal and communication skills..., insurance, securities, trust and asset management sectors. Serving customers with whole-hearted, the Bank provides comprehensive...
Job Descriptions: Able to achieve monthly sales target by formulating sales planning and strategies. Provide wealth... management solutions including portfolio management and trust planning Handle all client’s account services enquiries in related...
, insurance, securities, trust and asset management sectors. Serving customers with whole-hearted, the Bank provides comprehensive... banking products and services including retail banking, corporate banking and financial markets, etc. Among them, private...
Responsibilities Assist Relationship Manager to manage key partner relationship to achieve business targets Explore... and monitor the margin level Work on ad hoc projects and tasks assigned by the management Requirements Bachelor's degree...
. Provide regular reporting to Management. Handle enquiries, proactively identify customer needs and offer appropriate services...
in compliance with regulatory requirement Identify clients’ investment needs. Advise and provide customized private wealth... At least 5 years’ Relationship Manager or Investment Advisor experience in private banking or ultra-high net worth clients sector...
within Business Control Unit team of Asia Private Wealth Management (AWM) business as the first line of defense; the team... feedback / AML / CFT / anti-fraud professional experience, preferably within private wealth management/private bank Prior...
Role and Responsibilities: This Private Wealth Manager will help to promote the brand and build partnerships..., fintech, technology, or management consulting * Experience in sales/business development /client relationship management...
and Wealth Management Department Job Functions: Relationship Management Responsibilities Champion the one-stop personal..., Investment Counselors, Wealth Coaches and other key stakeholders in building healthy sales pipelines to ensure key performance...
Manager within the Hong Kong Global Wealth Management team, focused on growing our business with retail banks in Hong Kong... of focus and growth. This position reports to the Head of Hong Kong Global Wealth Management. KEY RESPONSIBILITIES Sales...
management, Business Management or Private Banking support roles. Knowledge of private banking investment products.... Leadership experience in team management or aspiring to be a people manager. Preferred Qualifications, Capabilities...
FSO - Assurance - Audit - Wealth & Asset Management - Senior Manager/Manager - Hong Kong "Whenever you join, however...-focused practice, and the only one of its kind within a Big 4 firm - and the Wealth and Asset Management is a key sector...
Representatives (IR) to manage client relationship and deliver a wide range of private wealth management services to High Net Worth... or related disciplines Relevant client service experience in wealth management or private banking industry Good knowledge...
Promote full range of wealth management products and services to high-net-worth customers Understand customers' wealth... management needs and formulate appropriate solutions to meet the needs based on the customers' circumstances and risk appetite...
financial industry are welcome; Minimum 2 years of relevant experience in wealth management, previous experience in private...Job Highlight Wealth Management Clients Relationship Management; Applicants with a minimum 2 years of experience...