Responsibilities: Manage and develop wealth management individual/SME clients' portfolio Facilitate customer... acquisition for the segment of Mainland customers Cross-selling and prospecting of business for wealth management. Provide...
Overview Professional qualification of ARWP is an advantage Duties Provide full range of wealth management...
. Your Opportunity Starts Here. What You Will Be Doing Serve and provide wealth management services to high net worth customers...
. We provide a wide range of services for retail and institutional clients, including wealth management, asset management... and sales orientation, self-motivated with good communication skills Good knowledge of investments, and Wealth Management...
Basic + Incentive + Bank Benefit Working Visa will be provided Wealth Management - Focus on Mainland customers... Responsibilities: Manage and develop wealth management individual clients' portfolio Facilitate customer acquisition for the segment...
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...
. Responsibilities Manage and develop wealth management individual/SME clients' portfolio Facilitate customer acquisition for the... segment of Mainland customers Cross-selling and prospecting of business for wealth management. Provide updated market...
, Credit card, Personal loan referral, MPF referral, Mortgage referral, Wealth Management product referral, Business Banking... management and product positioning; foster client relationships and drive service-to-sales. Processes: Deliver financial...
and fulfil clients’ investment needs by providing professional wealth management advice; Provide regular portfolio review...
Build and maintain strong relationships with assigned Chinese background customer portfolio. Promote wealth management... Counselors, Wealth Coaches and other key stakeholders Requirements Proficient in Mandarin Minimum 3 years of HK Retail...
to individual and corporate customers. These services include HKD and foreign currency deposits, credit, foreign exchange, wealth... management, investment, securities, insurance and mandatory provident fund. The Bank currently operates a network of more than 30...
, and lead complex financial planning projects. Responsibilities: Provide comprehensive wealth management for your clients...
Build and maintain strong relationships with assigned Chinese background customer portfolio. Promote wealth management... Counselors, Wealth Coaches and other key stakeholders Requirements Proficient in Mandarin Minimum 3 years of HK Retail...
Develop high-net-worth clients and provide professional wealth management advice; Maintain existing client relationships... of 3 years of relevant working experience in private banking or wealth management Proficiency in both written and spoken...
Relationship Manager, Onshore (Internal Job Title: Citigold Relationship Banker - C10 to C12) based in Hong Kong. Being part... their biggest opportunities and face the world's toughest challenges. Shape your Career with Citi Citi Wealth brings together...
A premier financial services firm in Hong Kong is seeking an experienced Relationship Manager specialized in private... strong relationships, and providing tailored wealth management solutions. Ideal candidates must have over 5 years of relevant experience...
relationship managers. Understand client documentation and internal processes of a wealth manager. Familiarity with regulatory.... Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner...
documentation and internal processes of a wealth manager. Familiarity with regulatory dimensions (cross‑border, R&C, PEP, CARA... where required The Pictet Group is one of the world’s leading independent wealth and asset managers. Founded in 1805 and headquartered...
'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...