Main Responsibilities: The role of the Private Wealth Management Relationship Manager (RM) is to understand the... authorities. Qualifications & Requirements: 2 year's relevant experience preferred; Previous client relationship management...
Main Responsibilities: The role of the Private Wealth Management Relationship Manager (RM) is to understand the... generation from the relationships with CMBI Wealth Management. Responsible for complying with regulatory compliance as set out...
Our client is a Swiss Heritage Wealth & Investment Banking Advisor base in Hong Kong. Title: Compliance Manager... end-to-end Client management process, including on-boarding/off-boarding Clients; Perform day-to-day Client due diligence...
About the job Compliance Manager - Private Wealth and Asset Management Our client is a Swiss Heritage Wealth... & Investment Banking Advisor base in Hong Kong. Title: Compliance Manager (HKD50-70K/m) Reporting Line: Head...
Responsibilities: Manage relationship and develop business with private wealth clients Provide professional... opportunities Roadshow our wealth management platform and value propositions Generate revenue from client investment activities...
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...
wealth management, with a focus on the private banking sector Excellent command of spoken and written Cantonese and Mandarin... in Finance, Economics, or a related field A minimum of 3 years of relevant working experience in private banking or 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...
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...
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....
Job Responsibilities: Provide comprehensive solutions, client consulting and sales support to the wealth management... registration, and finish the delivery in a timely manner required by the selling process; Support the relationship manager to plan...
) of Private Wealth Management, a rigorous investment process and an open-architecture investment platform, to construct customized...Job Category: Vice President Job Description: OUR IMPACT Across Wealth Management, Goldman Sachs helps empower...
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...
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...
calibre professional to join our team as an Alternatives Operations Manager, Private Credit. Principal Responsibilities... take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. International Wealth...
and has a strong presence in Hong Kong, catering to a diverse client base. Job Description As a Private Wealth Relationship Manager... and financial services, particularly in private wealth management. Proven ability to build and maintain relationships with high-net...
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...
years of experience in private banking, wealth management, or a related financial services role, with a focus on securities... (Dealing in Securities) and Type 7 (Providing Automated Trading Services) licenses to join our wealth management team. The...