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Keywords: Relationship Manager (Investment & Insurance), Location: Hong Kong

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Relationship Manager (Investment & Insurance)

Our Client Our client is a global bank and is looking Relationship Manager to join their winning team... both investment and insurance sectors. Assess customer requirements through financial analysis and portfolio evaluations. Foster...

Location: Hong Kong
Posted Date: 29 Oct 2024

Relationship Manager (Investment & Insurance)

, encompassing both investment and insurance sectors. Assess customer requirements through financial analysis and portfolio... promoting a comprehensive range of wealth management products, including investment and insurance offerings. Capable...

Location: Hong Kong
Posted Date: 26 Oct 2024

Relationship Manager (Investment & Insurance)

Our client is a global bank and is looking Relationship Manager to join their winning team. Job Responsibilities... management products, including investment and insurance offerings. Capable of performing regulated activities in the fields...

Location: Hong Kong
Posted Date: 19 Oct 2024

Relationship Manager, Investment & Insurance Services

management (investment & insurance) Identify customer needs through financial analysis and portfolio review Cultivate long-term... range of wealth management products including both investment and insurance product Qualified individual to carry out regulated...

Location: Hong Kong
Posted Date: 30 Oct 2024

(Senior) Relationship Manager - Investment & Insurance

, Commercial Banking, Wealth Management and General Insurance across Hong Kong, Macau, and Guangzhou. It is reputable...

Posted Date: 27 Oct 2024

Relationship Officer Trainee Program (Investment & Insurance Services)

/job knowledge as well as practical skills to pave the way for a successful career as Relationship Manager (Investment & Insurance...' denotes the Bank's devotion to providing personalized services to its clients and promoting a harmonious relationship...

Location: Hong Kong
Posted Date: 31 Oct 2024

AVP/ Manager, Investment & Insurance Compliance (One-Year Contract)

among its staff members. Responsibilities: Provide advisory services on Investment and Insurance businesses for compliance... with relevant regulatory requirements Provide investment & insurance compliance development updates to Senior Management and assess...

Location: Hong Kong
Posted Date: 31 Oct 2024

Assistant Manager, BBD Investment and Insurance Specialist - Hang Seng Bank Limited

as Assistant Manager, BBD Investment and Insurance Sales Specialist. Principal responsibilities Mainly focus on investment..., structured loan, cash management, investment, treasury services, insurance and e-Banking services. As a reliable financial...

Company: HSBC
Location: Central, Hong Kong
Posted Date: 08 Oct 2024

Branch Service Executive(Teller)/Customer Relationship Manager/Digital Branch Service Executive/General Banking Manager/Insurance Specialist - Hang Seng Bank (HK)

job responsibilities and requirements. Branch Service Executive (Teller): Customer Relationship Manager: Digital Branch Service... Executive: General Banking Manager: Insurance Sales: Primary location shows in a job posting does not refer to work...

Company: HSBC
Location: Central, Hong Kong
Posted Date: 14 Aug 2024

Financial Sales Specialist (Insurance/Investment)

growth. Responsibilities Provide investment or insurance solutions to ensure the needs of high-net-worth clients... or other professional qualification is an advantage At least 3 years of solid experience in relationship management or insurance portfolio...

Posted Date: 30 Oct 2024
Salary: HKD52000 per month

Relationship Manager, Private Wealth Management

Main Responsibilities: The role of the Private Wealth Management Relationship Manager (RM) is to understand the... and on clients’ portfolios; Acquire High Net-Worth Clients & manage existing relationships; Provide appropriate investment advise...

Posted Date: 02 Nov 2024

Assistant / Sales and Client Relationship Manager

/en/job/499211/assistant-sales-and-client-relationship-manager=11232 Data collected would be used for recruitment purposes only. It... related to client onboarding Promote investor services to institutional clients in relation to various fund and investment...

Company: Bank of China
Location: Hong Kong
Posted Date: 01 Nov 2024

Relationship Manager, GBA Corporate Banking

will be considered as Senior Relationship Manager Interested parties, please click "Apply Now" for application. Personal data... Club” Wealth Management Centres) in Hong Kong. It is engaged in commercial banking, investment banking and other financial...

Location: Hong Kong
Posted Date: 30 Oct 2024

Associate, Treasures Relationship Manager, Consumer Banking Group

on a broad range of banking, insurance & investment products (e.g. investment profile review, portfolio mgt.). Offer suitable... to DBS Treasures Centre Manager &/or Branch Manager. (B) Relationship Building and Account Servicing Maintain regular...

Company: DBS Bank
Location: Hong Kong
Posted Date: 29 Oct 2024

Associate, Treasures Relationship Manager, Consumer Banking Group

on a broad range of banking, insurance & investment products (e.g. investment profile review, portfolio mgt.). Offer suitable... to DBS Treasures Centre Manager &/or Branch Manager. (B) Relationship Building and Account Servicing Maintain regular...

Company: DBS Bank
Location: Hong Kong
Posted Date: 27 Oct 2024

(Senior) Relationship Manager, Corporate & Commercial Banking

management services, ranging from consumer, corporate, investment, private and transaction banking to treasury, insurance, asset... origination, multiple product relationship penetration, preferably in the capacity as global relationship manager University...

Company: OCBC Bank
Location: Hong Kong
Posted Date: 26 Oct 2024

Wealth Planning Relationship Manager

Business Divisions Global Wealth Management Your role Are you a dynamic relationship manager who delivers...? We are looking for Wealth Planning Relationship Manager to: - facilitate the APAC trust business, attending to all trust related aftersales...

Company: UBS
Location: Hong Kong
Posted Date: 23 Oct 2024

Assistant Relationship Manager / Relationship Manager (A)

Responsibilities Provide investment and insurance services to high net worth clients in branch Maintain... in retail banking or related experience in investment and insurance selling IIQE 1,2,3 and HKSI 1,7,8 Good command in...

Posted Date: 18 Oct 2024

Relationship Manager / Team Head/ Branch Manager (MC)

Responsibilities Mainly provide investment and insurance services to high net worth clients in branch Maintain... experience in retail banking or related experience in investment and insurance sales IIQE 1,2,3 and HKSI 1,7,8 Proficiency in...

Posted Date: 18 Oct 2024

Assistant Relationship Manager (Wealth Management)

Responsibilities: Assist the Relationship Manager in handling High Net-Worth clients' service with regards to Private... relationships; Support in transactions of investment products and insurance products; Handle daily affairs of client inquiries...

Posted Date: 18 Oct 2024