expanded into asset and wealth management. They are now a multinational wealth management and financial advisory firm operating... all their financial consultants to monitor the compliance, servicing and tracking of client portfolios which allows them to focus...
expanded into asset and wealth management. They are now a multinational wealth management and financial advisory firm operating... all their financial consultants to monitor the compliance, servicing and tracking of client portfolios which allows them to focus...
. Our department interacts with various teams across location such as Client Services, Commercial, Banking, FundSettle, Asset Servicing...Job Description Division : EB Operations Transaction Processing HK is responsible for the management of cash...
are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide... and onboarding, as well as client journey design and implementation. We distribute investment funds managed by top tier fund managers...
. Requirements 3-6 years of relevant experience in institutional sales, client servicing, fund placement, or investor relations... to join their team to focus on distribution and advisory efforts across private credit, private equity, infrastructure/real asset funds...
, liquidity/insurance planning and asset protection. Job Description What is the opportunity? As the Wealth Planner... and asset protection. What will you do? Provide wealth planning solutions to clients referred by Private Bankers/Investment...
expanded into asset and wealth management. They are now a multinational wealth management and financial advisory firm operating... all their financial consultants to monitor the compliance, servicing and tracking of client portfolios which allows them to focus...
are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide... on personal wealth management and financial services. Our one-stop wealth management initiatives are designed...
, client optimization, and day to day eFX/algo trade management and marketing. Roles and responsibilities include the following..., etc.) Liaison for 3rd party FX trading vendor management relating specifically to client related issues (Currenex, FXALL, Bloomberg...
problems Excellent understanding of financial markets and wealth management products Strong focus on client servicing Speaks... banking or investment banking sectors Proven track record in client acquisition, asset gathering, asset growth and revenue...
problems Excellent understanding of financial markets and wealth management products Strong focus on client servicing Speaks... banking or investment banking sectors Proven track record in client acquisition, asset gathering, asset growth and revenue...
are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide... diligence and onboarding, as well as client journey design and implementation. We distribute investment funds managed by top...
Exposure with HNW/ UHNW client relationship management Top Tier bank exposure in client servicing field... in providing client servicing, credit process checking and build relationship. Job Description Uphold the highest standards...
in private banking servicing Hong Kong and Philippines client segments. Superior judgment and discretion working.... Visit our for more information about requesting an accommodation. About the Team: J.P. Morgan Asset & Wealth Management...
Excellent understanding of financial markets and wealth management products Strong focus on client servicing Speaks fluent... or investment banking sectors Proven track record in client acquisition, asset gathering, asset growth and revenue generation...
with other sales counterparts, i.e. Retail & Wholesale Distribution, JVs, WFOE, Marketing & Client Servicing, to maximize business... is a must Experience: 7 years in an institutional sales role from the asset management industry with solid track record in Greater China...
with other sales counterparts, i.e. Retail & Wholesale Distribution, JVs, WFOE, Marketing & Client Servicing, to maximize business... is a must Experience: 7 years in an institutional sales role from the asset management industry with solid track record in Greater China...