and maintain the client relationship book of record, ensuring client information on Client Relationship Management (CRM) systems... client call notes, tasks, at-risk status, activities, and key relationship information on internal CRM systems. Perform...
Our Client Expansion headcount for Trilingual Client Relationship Associate Director to be part of the Greater China... strong client relationship by managing the full life cycle from account management, client on-boarding, periodic portfolio review...
Role Purpose A Team Leader role to manage a team and handle day to day client management functions for Pensions... client including Occupational Retirement Schemes (ORSO), Pooled Retirement Funds Schemes (PRF) and Mandatory Provident Fund...
Role Purpose A Team Leader role to manage a team and handle day to day client management functions for Pensions... client including Occupational Retirement Schemes (ORSO), Pooled Retirement Funds Schemes (PRF) and Mandatory Provident Fund...
product and investment knowledge Outstanding relationship management capabilities with strong analytical, risk management...Job Description What is the opportunity? As the Relationship Manager, you will be responsible for building...
Regional Institutional Client Service & Account Management VP / Director APAC Institutional Client Service & Account... institutional client service, relationship and account management earned from asset management/private credits investment Seasoned...
Company Description Our client is looking for a CRM Manager (Client Relationship / Client Development) - Top tier... luxury brand to join their team. Responsibilities Assist the Store Director in providing leadership and guidance to the...
. COULD THIS BE YOU? You’re a natural relationship builder with proven experience in relationship management or sales within a global luxury... Clienteling function, reporting to the Clienteling Director and partnering closely with Regional VPs, property Managing Directors...
a natural relationship builder with proven experience in relationship management or sales within a global luxury organization... Clienteling Director and partnering closely with Regional VPs, property Managing Directors and their leadership teams...
. COULD THIS BE YOU? You’re a natural relationship builder with proven experience in relationship management or sales within a global luxury... Clienteling function, reporting to the Clienteling Director and partnering closely with Regional VPs, property Managing Directors...
Client acquisition & relationship management. Research & strategy. Collaboration & compliance. experience 3 years... for a seasoned Relationship Manager at the Vice President (VP) or Director level. You will be a key driver in identifying...
plus take volunteering leave days Your key responsibilities: Develop, manage and maintain overall relationship with the client... and opportunities Act as the Accountable Client Owner with responsibility for all AML aspects of the client relationship; this includes...
Relationship Manager at the Vice President (VP) or Director level. You will be a key driver in identifying and acquiring high-value... / UHNWI service and relationship management. industry experience: the minimum of 3-5 years of experience in Private Banking...
and key operating metrics (such as tail accounts management, client acquisition, client satisfaction, portfolio mix... selling efforts and referral program (where applicable), and provide effective client solutions. Risk Management...
of relationship management experience, a strong understanding of financial markets, and excellent communication skills. This position...A major banking institution in Hong Kong is looking for a skilled professional to manage high-net-worth client...
growth targets and key operating metrics (such as tail accounts management, client acquisition, client satisfaction... selling efforts and referral program (where applicable), and provide effective client solutions. Risk Management...
. About our Banking and Coverage team Banking and Coverage owns and leads the management and development of our Client Relationships...Job Summary Our Field Account Managers (FAM) partner closely with clients at the country level to drive relationship...
growth targets and key operating metrics (such as tail accounts management, client acquisition, client satisfaction... program (where applicable), and provide effective client solutions. Risk Management Do what is right in order to avoid...
Our client, a foreign-based enduring financial institution with her growing private banking empire in the Far East... clients’ needs, wants and preferences so as to create a long-term trusting relationship Explore new business opportunities...
A prominent financial institution in Hong Kong is seeking a Relationship Manager with at least 7 years of experience... in Private Banking. The role involves acquiring and developing client relationships, managing performance metrics, and ensuring...