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...
in wealth management products sales Pleasant and outgoing personality with good interpersonal and communication skills..., insurance, securities, trust and asset management sectors. Serving customers with whole-hearted, the Bank provides comprehensive...
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...
and managing portfolio of high net worth customers by providing tailored wealth management solutions Actively explore and identify..., insurance, securities, trust and asset management sectors. Serving customers with whole-hearted, the Bank provides comprehensive...
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...
and Wealth Management Department Job Functions: Relationship Management Relationship Manager, Private Wealth... Managers, District Managers, Investment Counselors, Wealth Coaches and other key stakeholders in building healthy sales...
professional to join our team as Senior Relationship Manager. Role Purpose The Senior Relationship Manager (SRM) is in charge... that will take you further. HSBC Private Bank seeks to be the leading international private bank for business owners and their families. It...
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...
At least 5 years of experiences in private wealth management business or related field Sound knowledge in financial... investment, trust, insurance, tax advice, and portfolio management Be capable to manage channel sales opportunities, as well...
Job Description: Private Wealth Alternatives in APAC is $1 Trillion in size, with $26 Trillion in Private Wealth... financial assets in APAC today, Alternatives for APAC Private Wealth represents an enormous opportunity for J.P. Morgan Asset...
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...
Relationship Manager – Private Banking Responsibilities: Acquire, develop and maintain long-term relationships... with holistic wealth management solutions; Total ownership of client relationship and fulfill the relevant regulatory...
and financial crime compliance 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, Hong Kong Team. Principal...
and financial crime compliance 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, China Team. Principal...
compliance Requirements Solid relationship management experience, ideally in private banking, commercial banking.... We are currently seeking a high calibre professional to join our team as a PC Desk Relationship Manager. Principal Responsibilities...
’ investment needs by providing professional wealth management advice. Provide regular portfolio review and market update... with us. Job Description: Develop and manage a portfolio of private banking clients. Perform investment portfolio analysis and fulfil clients...
, 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...
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... that is required from Bank Required qualifications, capabilities, and skills 5 years of solid Client Service / Relationship Manager support...
an accommodation. About the Team: J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private... experience in direct investing, client portfolio management, or an investment specialist role at an Asset Management firm, Wealth...