Equity Funds, Private Credit, Personal and Commercial Insurance, and Trust, etc. Engage with a varied client base, from HNW..., with a background in sales and business development in Family Office, Trust, Insurance, Banking and Finance being advantageous. Fluency...
components discussed based on strategy/track record). Discovery & trust-based process: direct conversations with allocator...
or regulated industries (legal sector experience advantageous). Experience with zero‑trust implementation, cloud‑security...). Proven ability to build stakeholder trust, manage change and lead improvement initiatives. Excellent written and verbal...
, insurance, securities, trust and asset management sectors. Serving customers with whole-hearted, the Bank provides comprehensive...
, insurance, securities, trust and asset management sectors. Serving customers with whole-hearted, the Bank provides comprehensive... consultants, insurance consultants, and trust consultants Responsible for the production of auxiliary sales materials...
Overview The appointee(s) will assist in a project sponsored by The Hong Kong Jockey Club Charities Trust. The...
, insurance, securities, trust and asset management sectors. Serving customers with whole-hearted, the Bank provides comprehensive...
, insurance, securities, trust and asset management sectors. Serving customers with whole-hearted, the Bank provides comprehensive...
strong profitable relationships with clients. It is important to have a wide and detailed knowledge and understanding of trust.... Main Responsibilities To deal with the day-to-day administration of a varied and complex portfolio of trust and company...
and procedures. Maintain regular communication and trust with parents in a welcoming, engaging and collaborative manner. Work...
, insurance, securities, trust and asset management sectors. Serving customers with whole-hearted, the Bank provides comprehensive...
assessing financial needs, developing investment strategies, overseeing portfolios, and supporting long‑term wealth, trust..., bonds, ETFs, mutual funds, and alternative assets. Monitor market conditions and adjust strategies accordingly. Trust...
stakeholders, enabling informed decision-making and fostering trust. Balance competitiveness, profitability, and customer value...
, presentation, negotiation, and analytical skills. Expertise in developing client trust alongside fast adaptation to technological...
and relationship building skills including experience in building strong relationships of trust with senior stakeholders and/or clients...
responsibilities Lead the business development teams (Relationship Management, Investment Advisory, Trust Services, Wealth Advisory...