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...
protections to wealth management clients Responsible for the acquisition and relationship management of personal high net worth... Head of Private Wealth Management to develop and implement Bancassurance business Work closely and maintain a good...
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...
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...
Responsibilities Assist Relationship Manager to manage key partner relationship to achieve business targets Explore... new business opportunities in order to company strategy Building tight relationship with HNW clients to complete team AUM...
At least 5 years’ Relationship Manager or Investment Advisor experience in private banking or ultra-high net worth clients sector... in compliance with regulatory requirement Identify clients’ investment needs. Advise and provide customized private wealth...
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...
Job Highlight Wealth Management Clients Relationship Management; Applicants with a minimum 2 years of experience... financial industry are welcome; Minimum 2 years of relevant experience in wealth management, previous experience in private...
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...
wealth management, with a focus on the private banking sector Excellent command of spoken and written Cantonese and Mandarin...Responsibilities Building tight relationship with VIP clients to complete team AUM and revenue target Work closely...
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...
a world of opportunity by providing our customers with borderless banking and world-class wealth management through... Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office. We are currently seeking a high...
a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC...-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network...
to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking... banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people...
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...
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...
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...