opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client’s needs... and financial solutions. Responsibilities Support Relationship Managers in providing differentiated service to high net‑worth...
support to relationship managers. In this role, you will support the delivery of banking services, conduct data analysis..., and assist in client documentation. Ideal candidates will be degree qualified, fluent in English and Cantonese (Japanese...
all local/overseas regulations Provide support to Relationship Managers on client management, transaction execution and key... and prepare credit proposals for Credit Risk Management Committee approval Responsible for client on-boarding, conduct customer...
to relationship managers to enable the effective development and management of client relationships. Responsibilities Support the...'s revenue targets. Support relationship management team to follow up client documents; Contact or visit customers to assist...
Job Functions: Business Development, Customer Service, Relationship Management Responsibilities Assist in Business Integrated... Account (BIA) opening and other KYC actions Attend client meeting with senior CRM and assist in document preparation...
Knowledge in corporate services is an advantage Strong focus on client servicing Proven track record in client... with the client solution and compliance teams to ensure seamless customer experience Further expand business networks...
a difference for every client, organization, and community we serve. We stand for our values, building long‑term relationships...: Assist the relationship managers to promote and establish business relationship with existing or new clients Maximise profit...
private bankers in covering the Greater China/International market. Your new role Assist Relationship Managers... in establishing and maintaining strong client relationships. Support the onboarding process for new clients, ensuring...
Job Descriptions Develop and establish relevant business channels and client relationships, build and maintain... Proven ability to independently develop markets, establish strong institutional investor channels, build a broad client base...
Responsibilities: Prepare account documentation, onboarding, account reviews and documentation of client interactions... with full compliance to internal procedures and regulatory requirements Execute client instructions including trade execution...
What You will be Doing Serve as the primary point of contact for assigned client accounts, ensuring excellent service..., and coordinating with cross-functional teams Analyse client needs and develop customised solutions to address their challenges...
What You will be Doing Serve as the primary point of contact for assigned client accounts, ensuring excellent service..., and coordinating with cross-functional teams Analyse client needs and develop customised solutions to address their challenges...
What You will be Doing Serve as the primary point of contact for assigned client accounts, ensuring excellent service..., and coordinating with cross-functional teams Analyse client needs and develop customised solutions to address their challenges...
What You will be Doing Serve as the primary point of contact for assigned client accounts, ensuring excellent service..., and coordinating with cross-functional teams Analyse client needs and develop customised solutions to address their challenges...
and documentation of client interactions with full compliance to internal procedures and regulatory requirements Execute client...
banking products and services Respond to client’s daily enquiries and co-operate with operations teams to handle financing... documents, client KYC and on-boarding Strengthen, broaden and protect existing customer relationships Contribute to new...
What You will be Doing Serve as the primary point of contact for assigned client accounts, ensuring excellent service..., and coordinating with cross-functional teams Analyse client needs and develop customised solutions to address their challenges...
Responsibilities: Prepare account documentation, onboarding, account reviews and documentation of client interactions... with full compliance to internal procedures and regulatory requirements Execute client instructions including trade execution...
coverage and workflow Collaborating with trading, sales, and research teams to deliver seamless client service Contributing... over time to broader client engagement and wallet‑share initiatives Requirements 3-8 years of experience in equity...
and agreement preparation. To cover client enquiries, clients’ account transactions monitoring. To cover a range of banking...