Our Client Our client is a global bank and is looking Relationship Manager to join their winning team... both investment and insurance sectors. Assess customer requirements through financial analysis and portfolio evaluations. Foster...
management (investment & insurance) Identify customer needs through financial analysis and portfolio review Cultivate long-term... range of wealth management products including both investment and insurance product Qualified individual to carry out regulated...
, encompassing both investment and insurance sectors. Assess customer requirements through financial analysis and portfolio... a comprehensive range of wealth management products, including investment and insurance offerings. Capable of performing regulated...
of integrated services, including banking, securities investment, insurance consultancy, and wealth management.... With strong financial strength, “people-oriented" spirit and rich investment experience, the Group is dedicated to provide customers...
job responsibilities and requirements. Branch Service Executive (Teller): Customer Relationship Manager: Digital Branch Service... Executive: General Banking Manager: Insurance Sales: Primary location shows in a job posting does not refer to work...
with Relationship Manager team to serve High Net Worth customer Create insurance opportunities by identifying customers wealth... / Relationship Manager, Retail Bank. Senior / Relationship Manager, Retail Banking (35-80K) Responsibilities: Actively solicit...
, structured loan, cash management, investment, treasury services, insurance and e-Banking services. As a reliable financial... as Manager, Investment Consulting Principal responsibilities Interact with corporate wealth sales team to provide...
, structured loan, cash management, investment, treasury services, insurance and e-Banking services. As a reliable financial... as Manager, Investment Consulting Principal responsibilities Provide investment advisory services to selected corporate...
on a broad range of banking, insurance & investment products (e.g. investment profile review, portfolio mgt.). Offer suitable... to DBS Treasures Centre Manager &/or Branch Manager. (B) Relationship Building and Account Servicing Maintain regular...
on a broad range of banking, insurance & investment products (e.g. investment profile review, portfolio mgt.). Offer suitable... to DBS Treasures Centre Manager &/or Branch Manager. (B) Relationship Building and Account Servicing Maintain regular...
of high-net-worth customer, for example, promote investment and insurance products to fulfill customers’ needs Expand the... years' experience in handling investment portfolio of affluent customers Passes in MPF, Insurance, Securities and Futures...
Recruit Ref: L0595557379 Posting Date: 2025-02-21 Alexander Mann Solutions (HK) Limited Relationship Manager... is a definite plus Advanced knowledge of the financial markets, both investment and insurance Strong sales and communication...
, including but not limited to the provision of investment, insurance and other banking products Influence and facilitate working... but not limited to full-fledged investment and insurance products, knowledge and experiences in corporate banking products & services...
management services, ranging from consumer, corporate, investment, private and transaction banking to treasury, insurance, asset... origination, multiple product relationship penetration, preferably in the capacity as global relationship manager University...
customer, for example, promote investment and insurance products to fulfill customers’ needs Expand the existing client base... in handling investment portfolio of affluent customers Passes in MPF, Insurance, Securities and Futures Intermediaries...
(experience in handling investment portfolio of affluent customers will be an advantage). Passes in MPF, Insurance, Securities...Recruit Ref: L059477688 Posting Date: 2025-02-21 Bank Of Communications Co Ltd - HK Branch Customer Relationship...
Relationship Manager (Retail banking) Responsibilities Provide investment and insurance services to high net worth... Min 2 years of relevant experience in retail banking or related experience in investment and insurance selling IIQE...
Main Responsibilities: The role of the Private Wealth Management Relationship Manager (RM) is to understand the... and on clients’ portfolios; Acquire High Net-Worth Clients & manage existing relationships; Provide appropriate investment advise...
, insurance and investment in order to align with the commercial Account Acquisition Strategy of the Bank. Responsibilities... processes to minimize any compliance issues Capture the opportunity of deposit, FX, cash management, insurance and investment...
account manager for Relationship Managers Support Relationship Managers in executing and documenting transactions Open... Club” Wealth Management Centres) in Hong Kong. It is engaged in commercial banking, investment banking and other financial...