Management. We are currently seeking a high caliber professional to join our team as Customer Relationship Manager (Cross... customers Provide personalized service for these segment customers to build and maintain good relationships Promote investment...
. We are currently seeking a high caliber professional to join our team as Executive Customer Relationship Manager. Principal... of customers to build and maintain good relationships Promote investment, insurance and banking products for optimising new...
. We are currently seeking a high caliber professional to join our team as Senior Relationship Manager / Relationship Manager, reporting.... Candidates with less experience will be considered as Relationship Manager The employment is subject to Mandatory Reference...
professional to join our team as a Premier Relationship Manager. In this role you will be: Developing our Premier customer base... by matching our financial and investment product solutions to their financial needs Demonstrating genuine curiosity...
professional to join our team as a Premier Relationship Manager - International. In this role you will: Acquire, develop... of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements...
as benchmarks. Deliver, monitor and review solutions to clients based on client investment profile. Conduct periodic reviews... operational losses. Deliver positive client performance in line with client investment profiles. Processes Support the...
of integrated services, including banking, securities investment, insurance consultancy, and wealth management.... With strong financial strength, “people-oriented" spirit and rich investment experience, the Group is dedicated to provide customers...
, develop marketing strategies Build up relationship with potential business partners, especially investment bank clients... with non-bank FIs, especially investment banks/institutions, and explore business opportunities according to their requirements...
customer enquiry by providing quality service via inbound and outbound call Process customer investment and banking... relationship by cross-selling Bank's services and products Other ad hoc tasks as assigned Requirements Degree holder...
in financial technology. We provide brokerage, investment research, asset management, insurance, employee stock ownership plan... to join us. Key elements of the job: Communicate and keep good relationship with retail client, as a representative of the group...
, protection and investment needs. Fully understand the client’s needs and objectives and provide financial solutions..., i.e. investment products, to satisfy client's needs and objectives. Understand the level of risk associated with all products...
Assist the team head in providing coaching to Relationship Managers Manage operational risk and observe the relevant... activities as defined under the Securities and Futures Ordinance Minimum of five years' experience in selling investment...
Assist the team head in providing coaching to Relationship Managers Manage operational risk and observe the relevant... activities as defined under the Securities and Futures Ordinance Minimum of five years' experience in selling investment...
in selling investment products will be given priority considerations Possess the qualifications of IIQE Qualification in HKSI... Manager We offer competitive remuneration package and promising career opportunities to the successful candidates...
, investment and wealth management products to customers Grow and strengthen the wealth of Private Banking group of sophisticated... are in compliance with the bank’s guidelines Conduct Due Diligence Checking and “KYC” process for customers Execute investment...
communication and interaction with partners Maintain connections with external parties involved in investment projects, including...
communication and interaction with partners Maintain connections with external parties involved in investment projects, including...
, you will be a subject matter expert on Wealth Investment Solutions provide market updates to support Premier Relationship Managers exploring...: University degree with honors in economics, finance, business, mathematics or a related discipline Solid relationship manager...
ever-evolving financial services space. As an Investment Professional in the Hong Kong Market Team, you will work closely..., Suitability, Investment Parameters, OTC etc.) Act as a primary contact with external clients for day to day account...
ever-evolving financial services space. As an Investment Professional in the China Market Team, you will work closely..., Suitability, Investment Parameters, OTC etc.) Act as a primary contact with external clients for day to day account...