Performing and executing a broad range of Wealth Management Products & Services for Private Banking clients Handle and resolve... disciplines At least 3 years Retail banking I & i Sales experience IIQE 1,2,3 and HKSI 1,7,8 qualification Good command...
Performing and executing a broad range of Wealth Management Products & Services for Private Banking clients Handle and resolve... disciplines At least 3 years Retail banking I & i Sales experience IIQE 1,2,3 and HKSI 1,7,8 qualification Good command...
onboarding, new account request handling, case review and management till the new account is set up for HK and Australia high net... worth clients Handle wide range of account opening and client documentation submitted by Sales, review the document...
management division provides highly personalized, best in class investment advice, execution services, wealth management... to join their PWM account management team to handle KYC review, PEP/ EDD review, documentation review and account maintenance for HNW...
. .; 3. Has a wealth of front-line sales experience, good innovation management and resource integration capabilities...: Responsibilities: 1. Responsible for promoting the business expansion plans of key global customers, participating in the sales work...
onboarding, new account request handling, case review and management till the new account is set up for HK and Australia high net... worth clients Handle wide range of account opening and client documentation submitted by Sales, review the document...
management division provides highly personalized, best in class investment advice, execution services, wealth management... to join their PWM account management team to handle KYC review, PEP/ EDD review, documentation review and account maintenance for HNW...
and Wealth Management Department Job Functions: Strategic Planning, Project Management, Marketing Responsibilities... Design, plan and implement end-to-end sales and marketing campaigns in order to acquire customers, increase product usage...
-tier multinational, local and middle-market clients to deliver tailored banking solutions - from cash management, and trade... base across banking, insurance, asset management, public sector, and private equity. The team plays a key role...
consistency in risk management policies in the wealth management business Partner with functional groups ie. Legal, Compliance... & Operations etc. to identify business related risks Support regulatory inquiries and compliance testing for the wealth management...
initiatives on sales performance and other key business indicators Stakeholder Management: Collaborate with internal... to maximize business impact Prepare comprehensive management reports and presentations for the Department Head. Program...
initiatives on sales performance and other key business indicators Stakeholder Management: Collaborate with internal... to maximize business impact Prepare comprehensive management reports and presentations for the Department Head. Program...