use of dashboards (e.g., PowerBI), management information versus minimum compliance requirements (e.g., granularity of information... and subsequently worked within a life insurer. Strong project management skills and stakeholder management and execute delivery...
- Provide services including general enquiries & account opening etc. - Monitor trading system and online trade transactions...-hoc duties as assigned by management Requirements Key Requirements: Must-have - University graduates (Full Time...
Our client: 持SFC 1,4,9牌照/主板上市公司 (中资集团) 部门: 企业家 服务中心Family Office Post: 家族服务管家 (高净值HNW客户) 职责 (需出差): 客户服务提案及执行: 与家族发展顾问配合,明确企业家客户的服务需求,提前与相应产品服务团队预沟通,构思服务方案; 主导推动企业家客户签署服务意向函,并完成已导入客户的KYC流程; 引入产品服务团队,结合客户情况和诉求,牵头推动产品服务团队形成服务方案、组织向客...
expansion and specializing in wealth management”. Lead the team to complete the AML and financial crime related tasks of the... for reviewing the trigger event processing and approval of account opening Handle AML inquiries from internal and external...
Candidate with more experience will be considered as Account Manager Fresh graduate will also be considered... components: Design and Consultancy; Supply of Equipments; Installation and Project Management; System Testing...
Management trainee will gain product knowledge and be under the supervision and support of the National Account Manager...Job Purpose: The Trainee - Account Management will primarily take care of smaller GSI accounts and will ensure The...
of solving the problem, and implications of not doing so. Help each manager to define project boundaries and reporting cadence... for each manager/team to drive requirements. Partner with client and team to identify key process stakeholders for each work stream...
expansion and specializing in wealth management”. This Program is designed to nurture high-caliber individuals... customer needs and to provide full range of retail banking products and services to them, for example, account opening, credit...
expansion and specializing in wealth management”. Responsible for providing overall administrative support to the corporate... banking business Coordinate with corporate clients and handle the enquiries in order to assist relationship management team...
of functional manager/ Level 2 supervisor. Escalation points for functional manager/ Level 2 supervisor. Management of the CSC... Limited Role Lead Consultant Company ITL Hongkong Skillset Process|Account Management|Infosys Account Management...
, and custody account openings. Proven project management skills. Proactive, detail-oriented, and able to work independently.... Coordinate account openings and review and negotiate fund offering documents. Track all onboarding processes and provide timely...
years’ work experience in account management, sales support or merchandising for international trading organizations Fresh... Proactively develop and manage project plans and provide regular updates to the sales team and the customer service manager Issue...
service to maintain good relationships with customers Assist on client servicing, account monitoring and client management... Report to Corporate Sales Manager Job Requirements University degree holder, preferably in business management studies...
Specialist Responsibilities Assist team manager to lead IT projects to create direct business impacts and adhere to firm... deadlines Serve as the focal contact point with user departments for day-to-day engagement and arrange regular account review...
sales information to Sales Manager each month to support development of proposed forecast Work with Sales Manager... and results to Sales and Marketing Management. Communicate market intelligence to Sales and Marketing Management. Attend...
required Requirements: Higher Diploma or above. Bachelor's degree with past experience in account management or underwriting roles... handling broker channels will be highly preferred. Minimum of 2 years of previous experience in account management, sales...
sales information to Sales Manager each month to support development of proposed forecast Work with Sales Manager... and results to Sales and Marketing Management. Communicate market intelligence to Sales and Marketing Management. Attend...
Experienced in account management, sales support or merchandising is preferred Issue sales orders, follow up on new orders... disciplines 3-6 years’ work experience in account management, sales support or merchandising for international trading...
Administration or related discipline preferred Knowledgeable and experienced in operations, account documentation, risk management... in their work processes and submissions, in terms of new client account opening and KYC reviews. The role requires the candidate...
Sunbase International Properties Management Limited is one of the largest property management companies in Hong Kong.... We now invite applicants for the following post: Assist to handle full sets of account for month-end closing Prepare bank...