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Keywords: Relationship Manager (Wealth Management), Location: Tsim Sha Tsui, Hong Kong

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Relationship Manager, Private Wealth Management

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...

Posted Date: 14 Dec 2024

Relationship Manager, Wealth Management (Cross-border Clients)

at www.cmbc.com.cn. Responsibilities: Manage and develop wealth management individual clients' portfolio and be able... to achieve sales KPI and net growth in sales revenue, cross-selling and prospecting of business for wealth management...

Location: Central, Hong Kong
Posted Date: 19 Dec 2024

Relationship Manager in Private Wealth Management(HK/GBA)

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...

Posted Date: 12 Dec 2024

Analyst / Associate, Clients Relationship Manager, Wealth Management

Job Highlight Wealth Management Clients Relationship Management; Applicants with a minimum 2 years of experience... in the financial industry are welcome; Direct working experience in wealth management or client relationships is preferred...

Location: Central, Hong Kong
Posted Date: 07 Dec 2024

Assistant Relationship Manager (Private Banking & Wealth Management Department)

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...

Posted Date: 07 Dec 2024

Relationship Manager (Wealth Management)

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...

Posted Date: 11 Dec 2024

Relationship Manager (Private Banking & Wealth Management Department)

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...

Posted Date: 07 Dec 2024

(Senior) Relationship Manager, Wealth Management

of wealth management products Excellent interpersonal skill and leadership Sales driven with customer centric Excellent... and bring in new pool of clients Understand clients' needs in wealth planning and manage well their investment portfolios...

Posted Date: 05 Dec 2024

Relationship Manager, Wealth Management

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...

Posted Date: 27 Nov 2024

Vice President, Relationship Management - Private Wealth Management

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...

Posted Date: 25 Dec 2024

Premier Relationship Manager - Wealth and Personal Banking

banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people... to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking...

Company: HSBC
Location: Central, Hong Kong
Posted Date: 13 Dec 2024

Senior Relationship Manager - Global Private Banking and Wealth

professional to join our team as Senior Relationship Manager. Role Purpose The Senior Relationship Manager (SRM) is in charge... provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the...

Company: HSBC
Location: Central, Hong Kong
Posted Date: 04 Dec 2024

Wealth Management Manager

Kong) Company Limited (“bolttech Insurance”). About Your Role: As a Wealth Management Manager, you will: - Enhance... (conveniently located near the MTR station). About You: - 2 to 3 years of experience in relationship management, sales...

Company: HKT
Posted Date: 24 Dec 2024

Wealth Management Manager

Kong) Company Limited (“bolttech Insurance”). About Your Role: As a Wealth Management Manager, you will: - Enhance... (conveniently located near the MTR station). About You: - 2 to 3 years of experience in relationship management, sales...

Company: HKT
Posted Date: 24 Dec 2024

Wealth Management Manager

with less experiences will be considered as Wealth Management Specialist Insurance Agents / Insurance Specialist or Relationship Manager... relationship with existing clients by offering high level of customer service Advise and provide customized wealth management...

Posted Date: 20 Dec 2024
Salary: HKD25000 - 35000 per month

Wealth Management Manager (Challenge Elites)

://www.challenge-elites.com/ Wealth Management Manager AIA Hong Kong,Causeway Bay Job Highlights Wealth & Relationship...Challenge Elites offers consultation services in wealth management, comprehensive financial strategies, and premium...

Posted Date: 13 Dec 2024

Part-time / Internship Wealth Management Elite (Monthly Income 10K-30K)

: - Directly promoted to wealth management manager after graduation - Sponsorship of insurance license (IIQE) examination fees... - Unlimited commission Job Description : - Learning the latest financial market knowledge, wealth and risk management...

Posted Date: 25 Dec 2024
Salary: HKD10000 - 30000 per month

Wealth Management - Investment Professional for China Market (Based in Hong Kong)

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...

Posted Date: 25 Dec 2024

Sales Administrator , Wealth Management

to Wealth Management team. Assist in client onboarding, perform KYC and due diligence, and work with internal departments... to process account opening. Collaborate with Relationship Manager to develop, retain and manage company’s existing business...

Posted Date: 15 Dec 2024

Financial Consultant /Management Trainee, Wealth Advisor /Internship (畢業生優先 /無相關經驗要求)

Full Capabilities of the Organization Gains Exposure to Every Facet of Wealth Management, Liquidity Management and Ongoing... Relationship Management Displays Creativity in Formulating Integrated Risk Investment Solutions through the Use of a Wide...

Company: AIA
Posted Date: 15 Dec 2024