Main Responsibilities: The role of the Private Wealth Management Relationship Manager (RM) is to understand the... authorities. Qualifications & Requirements: 2 year's relevant experience preferred; Previous client relationship management...
Responsibilities: Manage relationship and develop business with private wealth clients Provide professional services... our wealth management platform and value propositions Generate revenue from client investment activities Develop new business...
Job Descriptions: Able to achieve monthly sales target by formulating sales planning and strategies. Provide wealth... management solutions including portfolio management and trust planning Handle all client’s account services enquiries in related...
At least 5 years’ Relationship Manager or Investment Advisor experience in private banking or ultra-high net worth clients sector... in compliance with regulatory requirement Identify clients’ investment needs. Advise and provide customized private wealth...
Job Highlight Wealth Management Clients Relationship Management; Applicants with a minimum 2 years of experience... financial industry are welcome; Minimum 2 years of relevant experience in wealth management, previous experience in private...
Promote full range of wealth management products and services to high-net-worth customers Understand customers' wealth... management needs and formulate appropriate solutions to meet the needs based on the customers' circumstances and risk appetite...
a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC...-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network...
a world of opportunity by providing our customers with borderless banking and world-class wealth management through... Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office. We are currently seeking a high...
to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking... banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people...
compliance Requirements Solid relationship management experience, ideally in private banking, commercial banking... seeking a high calibre professional to join our team as a Relationship Manager, China Team. Principal Responsibilities...
compliance Requirements Solid relationship management experience, ideally in private banking, commercial banking... seeking a high calibre professional to join our team as a Relationship Manager, Hong Kong Team. Principal Responsibilities...
Club” Wealth Management Centres) in Hong Kong. It is engaged in commercial banking, investment banking and other financial... account manager for Relationship Managers Support Relationship Managers in executing and documenting transactions Open...
performance against plan Requirements Solid relationship management experience, ideally in private banking, commercial.... We are currently seeking a high calibre professional to join our team as a Relationship Manager. Principal Responsibilities...
, investment and wealth management products to customers Grow and strengthen the wealth of Private Banking group of sophisticated... with us. Responsibilities: Acquire new Private Banking customers and solicit business opportunities through cross-selling, referral...
Responsibilities Provide wealth management services to target market Handle client relationships from perspective...
' portfolios Understand customers' wealth management needs and formulate appropriate solutions to meet the needs based on the...
Team: J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions... is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High...
Team: J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions... is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High...
a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC...-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network...
a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC...-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network...