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...
of projects mainly related to wealth management business. The projects will include solutions for (I) relationship manager...-thinking to discover alternative solutions Work independently to introduce a new customer relationship management (CRM...
Investment Product Sales – Private Banking Responsibilities: Collaborate with Relationship Manager of the Bank... products and advice for Wealth Management clients; Monitor Wealth Management product performance and product due diligence...
, Banking Operations, Wealth Operations, Wealth Management, Compliance, Legal, Relationship Managers, Client Relationship..., Maintaining a comprehensive documentation framework & user portal to support the change management process. As this role covers...
. Main Responsibilities: Collabrating with branch Relationship Manager to deliver and strengthen investment ideas to Retail... on wealth management solutions such as bonds, structured products and mutual funds to achieve customers' financial goals...
out of changes in Compliance. Principal responsibilities Primarily support Head of Regulatory Compliance (RC) Wealth... and products. Manage and foster a strong relationship with all relevant regulators in relation to the activities of HK and ensure...
relevant Risk Committees and/or line management. Skills and Experience Internal stakeholders: Relationship Managers Team... would be a plus Min 5 years of experience in Finance and Sales, with HKMA/SFC certification Good understanding of 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...