& standard. Business Provide comprehensive client support services to RMs in executing a broad range of banking... providing quality information flow plus banking and investments services to clients, and in advising on and executing...
Provide comprehensive client support services to RMs in executing a broad range of banking and investment transactions... and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do Never settle...
and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do Never settle... documentations for Private Bank Clients and to achieve the agreed SLA Review/Check constitution documents of corporate client...
(oral, written) Expert knowledge of products, transactions and services that will be initiated by PvB. Meticulous with the... all exceptional including limit, pricing are approved according to Credit Policy and DOA Support the interest statement for client...
Client Services (DACS) On & Off Boarding adhere to DACS guideline and record proper update in T24 Ensure Safe keeping code... PvB GBS Operations PvB Front Office PvB Client On-boarding Team PvB CAR Static & Maintenance Team PvB Control...
Job Summary PvB Business Manager (Client Acquisition and Management) This role is responsible for defining... and managing the business referral ecosystem, ensuring a seamless client experience for walk‑in and cross‑business referred...
Strategy Client Services: Client Service Managers (CSM) to deliver consistent and high-quality service to Private... to take responsibility in making decisions and taking tough decisions Direct experience in Front Office client services, Private Bank...
Job Summary PvB Business Manager (Client Acquisition and Management) This role is responsible for defining and managing the... services environment. Proven experience in tracking sales pipelines, managing referrals, or coordinating client onboarding...
. Key stakeholders Platform Managers Client Services Managers Product Specialists and dedicated function partners... and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do Never settle...
. Key stakeholders Platform Managers Client Services Managers Product Specialists and dedicated function partners... with HNW clients Business Accountable for the performance of individual’s own client book. Deliver NNM, AUM and revenue...
’s fastest-growing markets. Our client continuum spans from Mass Retail to Affluent, including high-net worth clients served... and services such as deposits, payments, financing, wealth management and personalised advice. We also support small business...
and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do Never settle... markets. Our client continuum spans from Mass Retail to Affluent, including high-net worth clients served by our Private Bank...
with HNW clients Business Accountable for the performance of individual’s own client book. Deliver NNM, AUM and revenue... growth targets and key operating metrics (such as tail accounts management, client acquisition, client satisfaction...
and effectively. Ensure Bonus Saving set up in T24 are accurately and effectively Verify and ensure Direct Access Client Services... Client On-boarding Team PvB CAR Static & Maintenance Team PvB Control & Supervision PvB Legal & Compliance PvB Change...
and effectively. Ensure Bonus Saving set up in T24 are accurately and effectively Verify and ensure Direct Access Client Services... PvB Front Office PvB Client On-boarding Team PvB CAR Static & Maintenance Team PvB Control & Supervision PvB Legal...
and effectively. Ensure Bonus Saving set up in T24 are accurately and effectively Verify and ensure Direct Access Client Services... PvB Front Office PvB Client On-boarding Team PvB CAR Static & Maintenance Team PvB Control & Supervision PvB Legal...
(oral, written) Expert knowledge of products, transactions and services that will be initiated by PvB. Meticulous with the... all exceptional including limit, pricing are approved according to Credit Policy and DOA Support the interest statement for client...
and effectively. Ensure Bonus Saving set up in T24 are accurately and effectively Verify and ensure Direct Access Client Services... PvB Front Office PvB Client On-boarding Team PvB CAR Static & Maintenance Team PvB Control & Supervision PvB Legal...
A prominent financial services provider in Hong Kong is seeking a PvB Business Manager to oversee client acquisition... and manage the business referral ecosystem. The ideal candidate will be responsible for ensuring a seamless client experience...