Main Responsibilities： The role of the Private Wealth Management Relationship Manager (RM) is to understand the client... Wealth Management. Responsible for complying with regulatory compliance as set out by relevant authorities...
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...
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...
Promote full range of wealth management products and services to high-net-worth customers Understand customers' wealth... management needs and formulate appropriate solutions to meet the needs based on the customers' circumstances and risk appetite...
Club” Wealth Management Centres) in Hong Kong. It is engaged in commercial banking, investment banking and other financial... account manager for Relationship Managers Support Relationship Managers in executing and documenting transactions Open...
, investment and wealth management products to customers Grow and strengthen the wealth of Private Banking group of sophisticated... with us. Responsibilities: Acquire new Private Banking customers and solicit business opportunities through cross-selling, referral...
offers professional wealth management advice at both a local level and on a global scale. Should you join our Private Banking business... to join our department as Senior Relationship Manager / Relationship Manager. Principal responsibilities Develop and manage a portfolio...
offers professional wealth management advice at both a local level and on a global scale. Should you join our Private Banking business... to join our department as Assistant Client Service Manager. Principal responsibilities: Provide comprehensive client support service...
and Type 4 licenses Good knowledge in wealth management products Self-initiative and a strong team player Good communication...) and Chinese typewriting Certified Private Wealth Professional (CPWP) certification is preferred Please write enclosing full C...
offers professional wealth management advice at both a local level and on a global scale. Should you join our Private Banking business... to join our department as Business Development Manager. Principal responsibilities: Ideate, drive and engage the formulation, execution...
private banks with over 130 years of history that operates in 28 countries worldwide. It mainly focuses on wealth management... worldwide. It mainly focuses on wealth management and investment consultancy services. They are currently looking for a Client...
on wealth management and investment consultancy services for individuals and companies, with over 6,600 staff operating in 28... countries worldwide. The department is now looking for a Client Onboarding Manager (Mat leave cover) to handle KYC...
offers professional wealth management advice at both a local level and on a global scale. Should you join our Private Banking business... with exposure to private banking and wealth management business. Product specific knowledge is a plus. Possess sound knowledge...
records, generate status reports for management as needed Support tasks / initiatives assigned by the department head... on life insurance products, premium financing, business insurance with company and trust structure; private banking, wealth...
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...