relationships with its customers in the region that are based on account relationship management, service differentiation, product... account opening leads from SME and via online submission To contact prospect corporate customers to conduct Know...
relationships with its customers in the region that are based on account relationship management, service differentiation, product... account opening leads from SME and via online submission To contact prospect corporate customers to conduct Know...
with Marketing, Product, and account team(s) Drive continuous service improvement with ultimate goal/focus of product adoption... on an ongoing basis In partnership with our usage analytics team, monitor product usage and develop account profiles including...
customers and contribute to customer retention and growth ·Oversee the whole client account lifecycle from account opening... opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client’s needs...
, desires and risk profile Be in responsible for the VIP client services, including account opening, maintenance... with IA and product team and provide investment portfolio analysis and advices to the clients according to their needs...
customers and contribute to customer retention and growth · Oversee the whole client account lifecycle from account opening... opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client’s needs...
and prospects of Global Private Bank Support Investment Counsellors with client related tasks such as account reviews, investment... with investment initiatives, including preparation of materials for product campaigns, switches, pitch book generation, portfolio...
such as account reviews, investment proposal generation, translations of marketing materials, order taking and trade execution... Supporting Investment Counsellors with investment initiatives, including preparation of materials for product campaigns, switches...
such as account reviews, investment proposal generation, translations of marketing materials, order taking and trade execution... Supporting Investment Counsellors with investment initiatives, including preparation of materials for product campaigns, switches...
by the Treasures Centre Manager and TRMs. Call Treasures customers to update them on the latest product, market information... in account opening and in each deal. Improve and maintain work processes, audit controls and compliance quality for branch...
by the Treasures Centre Manager and TRMs. Call Treasures customers to update them on the latest product, market information... in account opening and in each deal. Improve and maintain work processes, audit controls and compliance quality for branch...
by the Treasures Centre Manager and TRMs. Call Treasures customers to update them on the latest product, market information... in account opening and in each deal. Improve and maintain work processes, audit controls and compliance quality for branch...
or incremental business such as new funds/share classes, including account opening. Oversee the accurate preparation... with, and providing support to, the manager to ensure the team operates efficiently and that deadlines are met. The individual...
administration (updating account documentation, managing client Periodic Review process) Help manage account opening / onboarding... confidential nature of Private Banking clients. Job Responsibilities: Monitor client accounts and assist with daily account...
between PMs and operations on administrative matters (i.e. Account opening/ closing assistance, money and security transfers..., account opening/ closing, money and security transfers, banking activities, etc. Maintain and analyze internal and external...
Job Duty Responsibilities: Provide frontline customer service including account opening, transaction support..., and product inquiries Identify client needs and recommend suitable banking products (e.g. savings, loans, insurance) Assist...
Job Duty Responsibilities: Provide frontline customer service including account opening, transaction support..., and product inquiries Identify client needs and recommend suitable banking products (e.g. savings, loans, insurance) Assist...
management, bank account opening/closing and maintenance, treasury payment processing, implementation oversight and control... management support. Job responsibilities Oversee and execute bank account opening, closing, and maintenance functions...
administration (updating account documentation, managing client Periodic Review process) Help manage account opening / onboarding... confidential nature of Private Banking clients. Job Responsibilities: Monitor client accounts and assist with daily account...