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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
://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...
: - 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...
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...
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...
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...