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...
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...
on different client needs and the characteristics of Olive's products, aiming to achieve sales targets and increase AUM. 3...
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...
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...
, 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...
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...
Job Descriptions Develop and establish relevant business channels and client relationships, build and maintain... to independently develop markets, establish strong institutional investor channels, build a broad client base, and cultivate extensive...
managing core client relationships, responsible for the overall business development, and accountable for the respective key... product departments to convey client's requirements and jointly promote the marketing, development, and innovation of products...
with Ultra High Net Worth clients. Responsibilities include understanding client needs, advising on investment strategies...
Responsibilities: Understand client needs (individual, family, business) and develop long term client relationships Keep... updated with client profiles, investment objectives and risk appetite Advise and develop investment strategy that aims to meet clients...
. Responsibilities include developing high-net-worth clients, maintaining client relationships, and providing market updates on financial...
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...
, as needed. Knowledge of current trends in luxury services and member experiences is a plus. Our client offers competitive compensation...
's regional client footprint. Initiate contact with potential customers through email outreach or cold calling and follow up...