Responsibilities: Manage and develop wealth management individual clients' portfolio Facilitate customer acquisition... for the segment of Mainland customers Cross-selling and prospecting of business for wealth management's individual clients...
relevant sales support experience acquired from International Private Banks, Global Markets or Wealth Management Groups Sound... Job Duties Report to the Regional Head of Governance Accountable for timely preparation of management reports and analysis...
new AUM Provide financial analysis and promote full range of wealth management products Monitor client accounts...
's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives... responsibilities Provide efficient, direct support to Relationship Manager in delivering a consistent, high quality customer services...
's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives... responsibilities Provide efficient, direct support to Relationship Manager in delivering a consistent, high quality customer services...
with Relationship Management Model and other sales-related duties as assigned by DBS Treasures Centre Manager &/or Branch Manager... products (e.g. investment profile review, portfolio mgt.). Offer suitable wealth management products/services in accordance...
be considered for the position of Assistant Manager, Portfolio Management; Relevant insurance and investment licenses are preferred... 40 million customers worldwide through three global businesses: Wealth and Personal Banking, Commercial Banking, Global...
Club” Wealth Management Centres) in Hong Kong. It is engaged in commercial banking, investment banking and other financial... of relationship manager experience is preferable; Excellent presentation, communication and negotiation skills; Good command...
on deposit, money transfer and wealth management that fulfill regulatory requirements and ensure operational efficiencies... of retail banking operations management managers. Strong inter-personal skills with a drive to deliver quality solution...
General information Entity About Indosuez Wealth Management in Asia Indosuez Wealth Management has a solid... of Indosuez Wealth Management and the Credit Agricole group. By working every day in the interest of society, we are a group...
management and wealth management. To cope with our company expansion, an excellent career opportunity is offered to the right...Business Development Manager (E-Marketing) To source, evaluate and shortlist potential corporate partners, develop...
development, relationship management, or business development Strong existing network within professional services (legal, wealth... of investment migration, international tax, or wealth management sectors Active professional presence on LinkedIn or other relevant...
for Retail Banking, Wealth Management Products. About Our Wealth And Retail Banking Business We service more than 13 million... in their wealth journey with us and form the pipeline of future affluent clients. We’re a leading wealth manager in Asia, Africa...
complaints for Retail Banking, Wealth Management Products. About Our Wealth And Retail Banking Business We service more than... will progress in their wealth journey with us and form the pipeline of future affluent clients. We’re a leading wealth manager...
technology solution for Hong Kong and oversea.. Role Description Responsible for selling wealth management application, anti... data, and financial institutes in Hong Kong. We are seeking a Business Development Manager for our banking & insurance...
, and POC. Relationship building with CEO, MD, GM etc. senior-level business management of the banks/insurances Acquire...-fraud, and wealth management is a plus Knowledge of Agentic AI, contact center, MCV client acquistion and agent...
Job Functions: Business Development, Customer Service, Relationship Management Responsibilities Assist the Branch Manager...Job No.: 495340 Employment Type: Full time Departments: Personal Banking and Wealth Management Department...
years of relevant experience in HNW sales, or relationship management . A background in the Insurance, Private Banking..., or Wealth Management sector(s) is preferred. A self‑driven and entrepreneurial approach to work. The ideal candidate...
and Wealth Management Department Job Functions: Business Development, Strategic Planning, Relationship Management... to customer acquisition, cross-selling and upselling strategies and media promotion to enhance cross-border customer management...
- Corporate Wealth and Sales Management Hang Seng's Commercial Banking business provides customized one-stop financial solutions... general administrative support to the Corporate Wealth Management Dept Compile periodic sales related reports, management...