will be considered as Deputy Relationship Manager, Wealth Management We offer competitive remuneration package and comprehensive... and Wealth Management Department Job Functions: Business Development, Customer Service, Relationship Management...
advice on wealth management products and market updates to Relationship Managers Engage end to end investment and insurance... investment and insurance products and services to our corporate clients Work closely with Relationship Manager...
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...
Management) Main Responsibilities: The role of the Private Wealth Management Relationship Manager (RM) is to understand the...Recruit Ref: L059474193 Posting Date: 2025-01-13 Be Myjob Company Limited Relationship Manager (Private Wealth...
Main Responsibilities: The role of the Private Wealth Management Relationship Manager (RM) is to understand the client... Wealth Management. Responsible for complying with regulatory compliance as set out by relevant authorities...
Management) Main Responsibilities: The role of the Private Wealth Management Relationship Manager (RM) is to understand the...Recruit Ref: L059474192 Posting Date: 2025-01-06 Be Myjob Company Limited Relationship Manager (Private Wealth...
protections to wealth management clients Responsible for the acquisition and relationship management of personal high net worth... Head of Private Wealth Management to develop and implement Bancassurance business Work closely and maintain a good...
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 Description: Work closely with Relationship Managers to provide assistance in client management and services Act... and Qualifications: 1-3 years’ experience in relationship management assistant or similar Strong analytical, prioritization...
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...
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 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...
applications to the following position: Job Responsibilities: Provide the full suite of wealth management and banking services... or related discipline Minimum 5 years’ relevant experience in banking with at least 3 years of wealth management experience...
' portfolios Understand customers' wealth management needs and formulate appropriate solutions to meet the needs based on the...
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...
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...
with less relevant experience may be considered as Assistant Customer Relationship Manager. If you are flexible enough and zeal...
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...