and managing portfolio of high net worth customers by providing tailored wealth management solutions Actively explore and identify..., insurance, securities, trust and asset management sectors. Serving customers with whole-hearted, the Bank provides comprehensive...
and managing portfolio of high net worth customers by providing tailored wealth management solutions Actively explore and identify..., insurance, securities, trust and asset management sectors. Serving customers with whole-hearted, the Bank provides comprehensive...
is preferable Familiar with banking products and services (especially in wealth management, private banking and/or retail banking..., management system, and improvement initiatives Support users in enhancing work quality and operation efficiency Follow relevant...
Responsibilities: Manage relationship and develop business with private wealth clients Provide professional services... our wealth management platform and value propositions Generate revenue from client investment activities Develop new business...
Job Responsibilities: Promote full range of wealth management products and services to high-net-worth customers... enquiries and provide professional total wealth management solutions to customers; Provide quality services and understand...
of wealth management products and services to high-net-worth customers Solicit new businesses and cultivate long-term... or relevant disciplines preferred Over 3 years wealth management banking experience Holder of SFC Type 1 and Type 4 licenses...
, insurance, securities, trust and asset management sectors. Serving customers with whole-hearted, the Bank provides comprehensive... banking products and services including retail banking, corporate banking and financial markets, etc. Among them, private...
Responsibilities Assist Relationship Manager to manage key partner relationship to achieve business targets Explore... and monitor the margin level Work on ad hoc projects and tasks assigned by the management Requirements Bachelor's degree...
Job Duties : Handle client onboarding and new account opening; Perform periodic review/ trigger event; Ensure the quality of KYC documentation complies with internal policies and regulatory requirements; Coordinate with the Front Of...
The Job Acquire and grow high net worth client base and special focus on the clients' personal financial analysis, protection and investment needs. Fully understand the client’s needs and objectives and provide financial solutions, i.e....
and subject matter experts running their teams. Relationship Manager, Private Wealth Responsibilities: Champion the one-stop..., our Management Trainee ("MT") Programme aims to nurture high-calibre talents to become future leaders who are ready to take up...
Responsibilities: Manage relationship and develop business with private wealth clients Provide professional services... our wealth management platform and value propositions Generate revenue from client investment activities Develop new business...
and Wealth Management Department Job Functions: Relationship Management Responsibilities Champion the one-stop personal..., Investment Counselors, Wealth Coaches and other key stakeholders in building healthy sales pipelines to ensure key performance...
wealth or capturing business opportunities – for now, and beyond. OCBC offers private banking services through our wholly... in 19 countries and regions. Handle the investment and insurance wealth management referral from Wholesale Banking Group...
Limited, a licensed bank in Hong Kong and a wholesale bank in Singapore, to conduct private wealth management business in Asia... relationship and deliver a wide range of private wealth management services to Ultra High Net Worth clients. Key Responsibilities...
(IR) to manage client relationship and deliver a wide range of private wealth management services to Ultra High Net Worth clients... Qualifications - External Bachelor’s degree with minimum 3-5 year's relevant experience in Private Banking or Wealth Management...
Promote full range of wealth management products and services to high-net-worth customers Understand customers' wealth... management needs and formulate appropriate solutions to meet the needs based on the customers' circumstances and risk appetite...
Promote full range of wealth management products and services to high-net-worth customers Understand customers' wealth... management needs and formulate appropriate solutions to meet the needs based on the customers' circumstances and risk appetite...
of wealth management products and services to high-net-worth customers Understand customers' wealth management needs..., Strong commitment to integrity, professionalism and teamwork Determined individual who has a passion of private client service...
will be part of the Hong Kong Global Wealth Management team, covering private banks, retail banks and family offices. The role... knowledge in financial markets and products, which is critical in representing PIMCO to Wealth Management clients...