role We are seeking a motivated Client Relations Officer to join the dynamic team at Gold Partners (Asia) Asset... Management Company Limited. As a Client Relations Officer, you will play a crucial role in developing and maintaining...
years' experience in client servicing or relationship management within wealth management or financial services...Responsibilities Manage account opening for diverse client segments multiple regions, ensuring all documentation...
tickets collaboratively to provide a streamlined client experience) Managing “no bid” clients and escalate requests... for contributing to the end to end delivery of the positive client-first experience Supporting in the compilation and maintenance...
. Sound like you? Then read on. About the Role To satisfy the eMPF portal control requirements, meet or exceed the client... process on the high-risk transactions and/or customers of the pension business Provide advice on CDD for client onboarding...
. Sound like you? Then read on. About the Role To satisfy the eMPF portal control requirements, meet or exceed the client... process on the high-risk transactions and/or customers of the pension business Provide advice on CDD for client onboarding...
prosperity of all." Job Summary: In light of Client Centricity as one of the strategic execution pillars, Client Services... is looking for a motivated candidate to join its Cash Client Services team. Job Duties: Responsibilities: Provide a key support...
Diligence ("EDD") and Client Reviews, is responsible for managing the client lifecycle to prevent financial crime..., with a particular focus on high-risk customers. This includes performing enhanced due diligence during client onboarding and conducting...
actively anticipates risks, navigates ambiguity, and sets standards that elevate client experience and operational readiness... insights from complex implementations to uplift team capability and client experience. 5. Cross‑Functional Leadership...
opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client’s needs... ·Degree holder in Business, Finance or related disciplines ·Minimum 8 years of experience in in Wealth Management/ Private...
of sales activities and provide sales support functions. Catering the project/ quotation requested by the client. Back up... Other ad-hoc tasks as assigned Job requirements: Degree with at least 3-4 years’ of relevant working experience...
Description 1.Client onboarding Handle and support the new client onboarding process including client identity... verification, source of wealth/funds check, client documentation review Ensure accurate data entry and completeness...
Administration, Marketing, Health Management or equivalent Minimum 5 years of experience in sales, account management, or business... and implement a comprehensive sales and client servicing strategy to grow the hospital's insurance and corporate business segments...
experience Client service & *counter operation exp MUST 5.5 days, HK (KLN/NT), good & stable environment Job Summary...CSM Client Services Mgr (Global Bank, $28K - 40K+ per mth, non-sales, operation) Bank CSM or 5+teller service...
loyalty through a personalised, targeted approach. Your work directly drives client satisfaction, retention, repeat business... and partnerships that unlock new growth. HOW YOU'LL MAKE THE PLACE Own and manage a diverse, high-value client portfolio...
Recruit Ref: L0602849368 Posting Date: 2026-01-14 PeopleLink Services Limited Client Due Diligence (CDD) Manager.... The successful candidate will play a key role in supporting the bank Job Description Review new client account...
Job Category: Sales & Business Development Job Description: Overview The Client Service Manager is responsible.... This role ensures client satisfaction through proactive engagement, efficient issue resolution, and seamless coordination...
We are currently seeking a high calibre professional to join our team as a Head of Client Selection and Exit Management... effectiveness of the Client Selection and Exit Management (CSEM) governance framework across Global Private Banking and Trust...
’s most valuable regional clients and elevate loyalty through a personalised, targeted approach. Your work directly drives client..., high‑value client portfolio, tailoring engagement to deepen relationships and drive retention and repeat business. Develop...
We are currently seeking a high calibre professional to join our team as a Head of Client Selection and Exit Management... effectiveness of the Client Selection and Exit Management (CSEM) governance framework across Global Private Banking and Trust...
properties with impact, both in-person and through virtual platforms, ensuring an exceptional client experience. Maintain... mortgages, ROI calculations, and off-plan payment structures. Soft Skills Exceptional interpersonal skills and a client...