' denotes the Bank's devotion to providing personalized services to its clients and promoting a harmonious relationship among... management (investment & insurance) Identify customer needs through financial analysis and portfolio review Cultivate long-term...
' denotes the Bank's devotion to providing personalized services to its clients and promoting a harmonious relationship among... & insurance) Identify Taiwan customer needs through financial analysis and portfolio review Cultivate long-term relationship...
services Joint meeting with Wholesale Banking Group, Emerging Business relationship manager on investment business referral... relationship with Wholesale Banking Group, Emerging Business banking customers on investment and insurance wealth management...
' denotes the Bank's devotion to providing personalized services to its clients and promoting a harmonious relationship among... standard or business changes Review new product and services proposals (e.g. product documents, selling process, marketing...
): Customer Relationship Manager: Digital Branch Service Executive: General Banking Manager: Insurance Sales: Primary... more about the job responsibilities and requirements. Associate Relationship Manager: Branch Service Executive (Teller...
): Customer Relationship Manager: Digital Branch Service Executive: General Banking Manager: Insurance Sales: Primary... more about the job responsibilities and requirements. Associate Relationship Manager: Branch Service Executive (Teller...
services, including those of securities, insurance and funds, with a focus on commercial and retail banking as well as global... of relationship manager experience is preferable; Excellent presentation, communication and negotiation skills; Good command...
team head to enrich relationship manager investment professionalism by regular house view update Assist the team head... investment solutions to both customer and relationship manager Support Investment marketing promotion arrangement with Branch...
communication and interaction with partners Maintain connections with external parties involved in investment projects, including... of experience in financial services Knowledge of the Hong Kong and Greater Bay Area markets (experience and a strong network in GBA...
to join our team as a Premier Relationship Manager. In this role you will be: Developing our Premier customer base and establishing... Fluency in Cantonese and English, with additional languages is an advantage Holder of relevant insurance and investment...
of high-net-worth customer, for example, promote investment and insurance products to fulfill customers’ needs Expand the... years' experience in handling investment portfolio of affluent customers Passes in MPF, Insurance, Securities and Futures...
on client needs. You will become part of our exclusively chosen relationship manager who will be assigned with the top-notch... HSBC Premier Elite clientele portfolio. You will work collaboratively with Investment and Insurance Specialist Team...
Manager Responsibilities: Provide full range of wealth management services to a designated portfolio of high-net-worth... customer, for example, promote investment and insurance products to fulfill customers’ needs Expand the existing client base...
and receivables finance, structured loan, cash management, investment, treasury services, insurance and e-Banking services... to join our team as Relationship Manager. Principal responsibilities Develop, manage and monitor a portfolio of SME customers...
Description Retail Relationship Manager (All Levels) Location: Various regions across Hong Kong Qualifications...: IIQE Insurance papers 1, 2, 3, and Investment HKSI 178 (partial qualifications are acceptable) Who...
but not limited to full-fledged investment and insurance products, knowledge and experiences in corporate banking products & services..., including but not limited to the provision of investment, insurance and other banking products Influence and facilitate working...
The Dah Sing Group is a leading financial services group in Hong Kong offering banking, insurance, financial... and other related services through its growing network of over 70 branches in Hong Kong, Macau and Mainland China. Our currency...
and subject matter experts running their teams. Relationship Manager, Private Wealth Responsibilities: Champion the one-stop... provision of investment, insurance and other banking products Influence and facilitate working-partners to refer and cross...
but not limited to full-fledged investment and insurance products, knowledge and experiences in corporate banking products & services... and subject matter experts running their teams. Relationship Manager, Wealth Management Responsibilities: Champion the...
of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help... on a broad range of banking, insurance & investment products (e.g. investment profile review, portfolio mgt.). Offer suitable...