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...
services; Advise client for documentation and on-boarding requirements; Process account opening and manage a smooth... client onboarding; Responsible for collecting, organizing, and updating customer information, business requirements...
regulations. This role requires strong interpersonal skills and a commitment to client satisfaction. #J-18808-Ljbffr...
regular KYC assessment on a timely basis and ensure client onboarding activity is complied with the AML policy and procedures...
personalized service to high-net-worth clients. Key responsibilities include overseeing the entire client account lifecycle...
Responsibilities Execute marketing plans according to the bank's and department's business strategies, including managing core client... departments to convey client’s requirements and jointly promote the marketing, development, and innovation of products. Manage...
in a dynamic and innovative environment. Responsibilities: Client Acquisition & Growth: Proactively develop the market... and strategically build a high-net-worth client base through effective business development and channel management. Revenue Generation...
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...
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...
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...
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...
, or banking in a direct-to-client advisory capacity. Autonomy & Leadership: Act as a subject matter expert, mentor junior staff...
on different client needs and the characteristics of Olive's products, aiming to achieve sales targets and increase AUM. 3...
Conduct regular KYC assessment on a timely basis and to ensure client onboarding activity is complied with the AML policy...
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...
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...