banking products and services including retail banking, corporate banking and financial markets, etc. Among them, private... banking, syndicated loans, bond issuance, financial markets, asset custody and asset management are influential...
in wealth management products sales Pleasant and outgoing personality with good interpersonal and communication skills... relationship managers in performing various client transactions and delivering high quality customer services to high net worth...
, preferably in Private Banking/Wealth Management. Passed in HKSI Paper 1, 7 & 8 and IIQE Papers 1 & 3. Holder of CPWPA/CPWP/ARWP... referrals from Mainland China’s branches. Provide wealth planning and comprehensive overseas asset allocation solutions...
banking products and services including retail banking, corporate banking and financial markets, etc. Among them, private... banking, syndicated loans, bond issuance, financial markets, asset custody and asset management are influential...
disciplines. 2. Minimum 5 years of CRM experience in Retail Banking, preferably in Private Banking/Wealth Management. 3... to developing three major business segments, including the wholesale banking (i.e. corporate banking), capital transaction...
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...
Job Responsibilities: Promote full range of wealth management products and services to high-net-worth customers... enquiries and provide professional total wealth management solutions to customers; Provide quality services and understand...
clients worldwide including corporations, governments, institutions and individuals. I. PRIVATE WEALTH MANAGEMENT (PWM) ASIA... Private Wealth Management (PWM) Asia provides highly customized financial advice, investment solutions and brokerage services...
clients worldwide including corporations, governments, institutions and individuals. I. PRIVATE WEALTH MANAGEMENT (PWM) ASIA... Private Wealth Management (PWM) Asia provides highly customized financial advice, investment solutions and brokerage services...
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...
A prestigious financial institution in Hong Kong is seeking a skilled Relationship Manager for its Private Banking team.... Applicants should have at least 10 years of experience in private banking or wealth management, strong communication skills...
and excellent relationship management skills. The ideal candidate will have a minimum of 5 years in the affluent/private banking...A leading financial services firm in Hong Kong is seeking a Private Client Relationship Manager to drive the business...
A leading financial institution is seeking an experienced AVP/VP, Treasures Private Client Relationship Manager... to enhance client relationships within wealth management services. The ideal candidate should have at least 5 years of sales...
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...
and Wealth Management Department Job Functions: Relationship Management Responsibilities Champion the one-stop personal.... For other vacancies, please visit our website at http://www.bochk.com Job No.: 498353 Employment Type: Full time Departments: Personal Banking...
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...'s degree, at least 5 years of CRM experience in retail banking, and be proficient in English and Chinese. This position...
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...
of Fubon Financial Holding Co., Ltd. We specialize in corporate banking, wealth management (including PB service... in the private wealth management business or a related field, preferably serving high-net-worth (HNW) clients. Education...