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...
Job No.: 498353 Employment Type: Full time Departments: Personal Banking and Wealth Management Department... Job Functions: Relationship Management Responsibilities Champion the one-stop personal banking services at branches Explore...
A leading financial institution in Hong Kong is seeking an experienced wealth management professional to manage...
sales Handle & execute dealing orders Providing support in the aspects of customer relationship management, system...
A prominent financial services firm in Hong Kong is seeking a Private Wealth Management Relationship Manager.... A strong background in client relationship management, along with 1-3 years of relevant experience and SFC License 1 qualification...
CRM systems The Relationship Manager focuses on client retention and growth for high-wealth clients, deepening existing.... Strong relationship-building skills with ability to nurture long-term HNW client loyalty. Deep product knowledge across wealth management...
A leading financial institution in Hong Kong is seeking an Assistant Relationship Manager to support Private Bankers... industry, ideally with knowledge in wealth management. Strong communication skills in English, Cantonese, and Mandarin...
you introduce or guide Remote How It Works Simply introduce qualified clients to our team. A Relationship Manager will handle... on every completed transaction. Refer other Wealth Management professionals to our network and earn on their client...
in the private wealth management business or a related field, preferably serving high-net-worth (HNW) clients. Education... (Enhanced Competency Framework for Private Wealth Management) or ECF-RWM (Retail Wealth Management) qualification is an added...
, or a related field Minimum 2 years of experience in wealth management, private banking, or a similar client-facing role Excellent... within the high net worth segment Promote full range of wealth management products and services to high-net-worth customers...
of experience in wealth management, private banking, or a similar client-facing role Excellent interpersonal, communication... range of wealth management products and services to high-net-worth customers Understand customers' wealth management needs...
Commission (SFC) and are committed to delivering professional, client-centric wealth management solutions. We foster... an empowering, collaborative, and high-performance environment where experienced wealth management professionals can further develop...
in private banking or wealth management. Proficiency in English and Chinese is necessary, and IIQE Paper & SFC Licenses...A leading investment firm in Hong Kong is seeking talented individuals to join their wealth management team...
applications to the following position: Job Responsibilities: Act as product specialist in the Private Wealth Management... or Business-related disciplines At least 5 years wealth management experience Knowledge of investment products with experience...
. Ideally coming from a semi-private banking environment with exposure to wealth management solutions Key Responsibilities... relationships with existing clients in the Private Banking segment. Deliver tailored wealth management advice and solutions to High...
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...
and provide customized private wealth management solutions which meets client’s investment objectives and corresponding risk..., Economic, Business or relevant disciplines preferred At least 5 years’ Relationship Manager or Investment Advisor experience...
Relationship Manager – Wealth & Investments Add expected salary to your profile for insights Job title...: Relationship Manager – Wealth & Investments Role Overview We are seeking a Relationship Manager to join our Wealth...
A leading financial services firm in Hong Kong is seeking an experienced Senior VIP Relationship Manager to lead... their sales team. The ideal candidate will possess 5-7 years of experience in sales, particularly from private banking...
Private Banker / Senior Wealth Manager Opportunity BMP Wealth – Wealth Management Hong Kong Are you an experienced... Private Banker or Relationship Manager feeling constrained by bureaucracy, product quotas, and conflicting interests? At BMP...