and relationship maintenance, service promotion, customer complaints, crisis incident handling, etc.; 提出合理化建议并规范相关服务支持流程，包括... team 与本地及全球服务团队配合对船舶后市场及能源行业后市场进行积极有效管理； Other working tasks which line manager assigned 其它直属经理安排的工作。 职位...
in the market. Ensure the Private Client Relationship Manager team complies with set standards of client engagement... will lead the Private Client team in China and oversee the P&L of the Private Client Relationship Management channel. This role...
and deep dive to equip RM with sophisticated knowledge on financialplanning Collaborate with Relationship Manager in deepening... Support segment team on Priority Private CVP planning and onboarding. Enhance and refine the wealth financial planning model...
/Investment Construction and Review for Assigned Customers Partner with 8-12 relationship managers RMs and act as an investment... advisor to assigned customers of those RMs. [For IAs Priority Banking, we would seek to provide this portfolio review service...
and relationship maintenance, service promotion, customer complaints, crisis incident handling, etc.; 提出合理化建议并规范相关服务支持流程，包括... team 与本地及全球服务团队配合对船舶后市场及能源行业后市场进行积极有效管理； Other working tasks which line manager assigned 其它直属经理安排的工作。 职位...