Main Responsibilities: The role of the Private Wealth Management Relationship Manager (RM) is to understand the... authorities. Qualifications & Requirements: 2 year's relevant experience preferred; Previous client relationship management...
Main Responsibilities: The role of the Private Wealth Management Relationship Manager (RM) is to understand the... generation from the relationships with CMBI Wealth Management. Responsible for complying with regulatory compliance as set out...
Responsibilities: Manage relationship and develop business with private wealth clients Provide professional... opportunities Roadshow our wealth management platform and value propositions Generate revenue from client investment activities...
Responsibilities: Manage relationship and develop business with private wealth clients Provide professional services... our wealth management platform and value propositions Generate revenue from client investment activities Develop new business...
Responsibilities Assist Relationship Manager to manage key partner relationship to achieve business targets Explore... new business opportunities in order to company strategy Building tight relationship with HNW clients to complete team AUM...
Responsibilities Assist Relationship Manager to manage key partner relationship to achieve business targets Explore... new business opportunities in order to company strategy Building tight relationship with HNW clients to complete team AUM...
. Maintain a close working relationship with Business Units to ensure the continued viability of client objectives and to ensure...
and subject matter experts running their teams. Relationship Manager, Private Wealth Responsibilities: Champion the one-stop..., our Management Trainee ("MT") Programme aims to nurture high-calibre talents to become future leaders who are ready to take up...
and subject matter experts running their teams. Relationship Manager, Private Wealth Responsibilities: Champion the one-stop..., our Management Trainee ("MT") Programme aims to nurture high-calibre talents to become future leaders who are ready to take up...
and has a strong presence in Hong Kong, catering to a diverse client base. Job Description As a Private Wealth Relationship Manager... and financial services, particularly in private wealth management. Proven ability to build and maintain relationships with high-net...
Responsibilities: Manage relationship and develop business with private wealth clients Provide professional services... our wealth management platform and value propositions Generate revenue from client investment activities Develop new business...
and Wealth Management Department Job Functions: Relationship Management Responsibilities Champion the one-stop personal..., Investment Counselors, Wealth Coaches and other key stakeholders in building healthy sales pipelines to ensure key performance...
About the job Compliance Manager - Private Wealth and Asset Management Our client is a Swiss Heritage Wealth... & Investment Banking Advisor base in Hong Kong. Title: Compliance Manager (HKD50-70K/m) Reporting Line: Head...
wealth management, with a focus on the private banking sector Excellent command of spoken and written Cantonese and Mandarin...Responsibilities Building tight relationship with VIP clients to complete team AUM and revenue target Work closely...
years of experience in private banking, wealth management, or a related financial services role, with a focus on securities...We are seeking a skilled and client-focused Relationship Manager with Securities and Futures Commission (SFC) Type 1...
Job Responsibilities: Provide comprehensive solutions, client consulting and sales support to the wealth management... registration, and finish the delivery in a timely manner required by the selling process; Support the relationship manager to plan...
At least 5 years’ Relationship Manager or Investment Advisor experience in private banking or ultra-high net worth clients sector... in compliance with regulatory requirement Identify clients’ investment needs. Advise and provide customized private wealth...
a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC...-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network...
to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking... banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people...
relationship with Wholesale Banking Group, Emerging Business banking customers on investment and insurance wealth management... wealth or capturing business opportunities – for now, and beyond. OCBC offers private banking services through our wholly...