Assist with insurance application document Work closely with licensed TRs on client meeting Assist in supervising and managing the archives of insurance application documents Assist in conducting background checks for insurance client...
Job Responsibilities 1.Responsible for improving the international business risk management system, improving relevant risk management policies, systems and processes, and supervising implementation; 2.International product and service ...
Responsibilities: Will be assigned a portfolio of trusts, both private and corporate trusts (ESOP/EBT) Work closely with trust relationship managers to maintain client relationship Assist with drafting and reviewing trust deeds and vari...
1．主动开发合作方和渠道（包括但不限于香港、美国、加拿大、新加坡等地）高净值客户关系，并协助完成客户的开户及入金目标； 2.负责覆盖开发外部渠道（如律师、会计事务所、留学机构、行业协会等），与渠道签署品牌顾问合约并推动渠道介绍新客户开户及入金； 3.建立并加强与渠道、客户的长期业务关系，提升业务增长和机会； 4. 具备持续性开拓高净值个人客户能力。 Job Responsibilities: 1. Actively develop high-net-wor...
As Head of Trust Service Department, Lead team Provide family trust establishment and subsequent ongoing management services for HNW customer. Scope of Responsibilities: 1. Be in charge of the marketing management business of domestic t...
Scope of Responsibilities: Order execution including US stock and Fixed income products Handle inquiries from clients, internal staff and counterparties Handle client on-boarding and conduce KYC process Monitor trading system...
Responsibilites: Execution of Liquidation Business Responsible for the daily transaction fund liquidation and settlement of public offering funds, such as subscriptions, redemptions, etc., ensuring accuracy and timeliness in accordance w...
Meet with customers and explain the life insuranc product structure and instructions; Assist customers to handle and fill in the signature list documents; Accompany the customer to complete the signing process (if the signing place is oth...
Assist with insurance application document Work closely with licensed TRs on client meeting Assist in supervising and managing the archives of insurance application documents Assist in conducting background checks for insurance client...
Responsibilities: Align all resources to achieve the best performance for the global payment business; drive & foster the team to achieve business goals, and provide professional and constructive advice to the top management. Oversee...
Key responsibilities: Providing guidance on rules and regulations relating to investment products which include PE/VC/Hedge Funds, Fixed Income, Structured Product and Derivatives. Assisting with regulatory inquiries, surveys and/or exam...
1. 分管全球财管内转介绍的有关国内信托的营销管理业务、海外家族信托的设立及存续管理服务； 2. 为自拓客户提供海外家族信托设立及后续存续管理服务； 3. 为客户提供海外公司注册及维护秘书服务； 4. 根据部门设定的目标，策划所辖团队全年的业务推动计划，对团队业绩 All applications applied through our system will be delivered directly to the advertiser and privac...