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Keywords: Private Banking Relationship Manager, Shanghai, Location: Shanghai

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Associate Premier Relationship Manager RM2 Shanghai SHC Sub-branch HSBC China

, Global Private Banking, Insurance, and Chief Operating Office. We are currently seeking an experienced professional...Job description Wealth and Personal Banking (WPB) In Wealth and Personal Banking, we serve 41 million customers...

Company: HSBC
Location: Shanghai
Posted Date: 27 Dec 2024

Premier Relp Officer RM0 Shanghai IFC Sub-branch HSBC China

Retail Banking and Wealth Management; and Global Private Banking, to become a global wealth manager with USD1.4 trillion..., insurance, wealth management and private banking, that best suit our customers’ needs. We are currently seeking an experienced...

Company: HSBC
Location: Shanghai
Posted Date: 21 Dec 2024

Sr Insurance Specialist Shanghai HSBC China

Retail Banking and Wealth Management; and Global Private Banking, to become a global wealth manager with USD1.4 trillion..., insurance, wealth management and private banking, that best suit our customers’ needs. We are currently seeking an experienced...

Company: HSBC
Location: Shanghai
Posted Date: 17 Dec 2024

Private Banking Relationship Manager, Shanghai

主要工作职责 (Main Responsibilities) * 财政目标 (Financials); 按照年度销售计划,完成私行客户管理资产额、资产年度新增额、利润等业绩指标; 配合BoS或集团内所有业务渠道的客户经理,共同做好客户的营销、跟踪、投资、管理等工作,提升客户的满意度; 维护并巩固现有私行客户关系,深度挖掘客户业务潜能; 积极开拓有效的渠道,开发客户资源,提升整体绩效; 保持对市场的洞察力,及时掌握财富市场的变化,了解客户理财需求变化,及时向产品团队反馈,积极应...

Company: OCBC Bank
Location: Shanghai
Posted Date: 20 Nov 2024