Multi-family office External Asset Manager About Our Client The employer is a boutique organization within the... advice tailored to clients' needs and objectives. Developing and maintaining strong client relationships through regular...
Job Requirements: Holder of SFC Type 1 and 4 licenses. Relevant experience in client management and channel... to achieve business goals. Continuously monitor market dynamics, gather client feedback, and propose improvements....
planning—to ensure every strategy aligns with our clients’ unique needs and long-term goals. Client-Centric Approach...
Responsibilities: Prepare account documentation, onboarding, account reviews and documentation of client interactions... with full compliance to internal procedures and regulatory requirements Execute client instructions including trade execution...
products and services from other teams when required Monitor client’s order and margin level, perform margin call and force...
, or banking in a direct-to-client advisory capacity. Autonomy & Leadership: Act as a subject matter expert, mentor junior staff...
managers are a plus), providing tailored working capital and risk solutions. Build and strengthen client relationships... documentation, negotiate deals, and assist with credit line renewals. Monitor client transactions, assess returns, make pricing...
Job Requirements Holder of SFC Type 1 and 4 licenses. Relevant experience in client management and channel... to achieve business goals. Continuously monitor market dynamics, gather client feedback, and propose improvements. #J-18808...
Conduct regular KYC assessment on a timely basis and to ensure client onboarding activity is complied with the AML policy...
on different client needs and the characteristics of Olive's products, aiming to achieve sales targets and increase AUM. 3...
Responsibilities Prepare account documentation, onboarding, account reviews and documentation of client interactions... with full compliance to internal procedures and regulatory requirements Execute client instructions including trade execution...
Not less than 5 years' experience in corporate banking or structured financing preferably with past experience in Chinese client...
account monitoring and maintain good credit quality Conduct regular KYC assessment on a timely basis and to ensure client...
and in partnership with the Senior Banker/Banker is jointly accountable for client revenues/profitability. Job Responsibilities... Proactive assistance to the Senior Banker/Banker with support on new business origination activities i.e. client research, pitch...
management advice; Maintain existing client relationships and enhance client satisfaction; Provide investments market updates... and execution of different financial products Participate in client meetings, prepare business proposals, conduct financial...
Commission (SFC) and are committed to delivering professional, client-centric wealth management solutions. We foster... wealth management and investment solutions aligned with clients’ financial objectives. Leverage an existing client network...
managers are a plus), providing tailored working capital and risk solutions. Build and strengthen client relationships... documentation, negotiate deals, and assist with credit line renewals. Monitor client transactions, assess returns, make pricing...
Overview Our client is a reputable Asian bank with well-established coverage and product teams which collaborate... Banking industry. Your New Role: Strengthen existing client relationships and onboard new clients with high potential...
Develop high-net-worth clients and provide professional wealth management advice; Maintain existing client relationships... and enhance client satisfaction; Provide investments market updates and execution of different financial products Participate...
, or a related field Minimum 2 years of experience in wealth management, private banking, or a similar client-facing role Excellent... interpersonal, communication and presentation skills Determined individual who has a passion of private client service Proficient...