+ years' experience in private banking, insurance operations, or wealth management, with a focus on HNW clients. Proven track... partners. The Job Lead and manage the Middle Office team, overseeing all aspects of HNW insurance operations, policy...
and manage the Middle Office team, overseeing all aspects of HNW insurance operations, policy servicing, and client documentation... and ensuring client satisfaction. Foster cross-functional collaboration with Compliance, Legal, Operations, Life Operations...
team and CSM Team Leader Lead the HK/Private Banking/Client Servicing Manager Team to achieve the outcomes set out in the... requirements Ensure control and compliance with all Group and Private Banking policies and procedures during client servicing ad...
, 24/7 OTC, and yield solutions to the private wealth segment—and we’re hiring top-performing Relationship Managers to lead... with relevant distribution partners and intermediaries to further drive growth in AUM. Lead prospect and client meetings, clearly...
in private banking, insurance operations, client documentation, or compliance within a HNW environment. Solid understanding... (companies, trusts, partnerships). Lead and manage bank & product onboarding and premium financing workflow set up. Manage...
). Lead and manage bank & product onboarding and premium financing workflow set up. Manage and resolve policy-related...’s degree or above in Finance, Business, Law, or related discipline. 5+ years’ experience in private banking, insurance...
, 24/7 OTC, and yield solutions to the private wealth segment—and we’re hiring top-performing Relationship Managers to lead... with relevant distribution partners and intermediaries to further drive growth in AUM Lead prospect and client meetings, clearly...
and digital asset offerings, with a focus on increasing client engagement and trading activity. Lead the end‑to‑end client... at industry events, Web3 conferences, networking functions, and private client gatherings to enhance brand visibility and expand...