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...
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...
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...
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...
-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network... a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC...
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...
Relationship Manager, SME Banking As a Standard Chartered Relationship Manager in SME Banking, you’ll be responsible for managing.... Experience servicing cross-border international businesses. Proven track record in client relationship management and business...
://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...
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...
Job Description: We are seeking a dynamic and experienced Wealth Management Manager to join the team. The ideal... in wealth management. As a Wealth Management Manager, you will be responsible for managing a portfolio of high-net-worth clients...
Job Description: We are seeking a dynamic and experienced Wealth Management Manager to join the team. The ideal... in wealth management. As a Wealth Management Manager, you will be responsible for managing a portfolio of high-net-worth clients...