activities in Wealth Management and Retail & High-Net-Worth Business to compile in Company's policy and regulatory requirements... requirements. Act as backup to Client Services Officers/ partners by taking up their roles and duties in needs. Act as a gate...
requirements. ● Act as backup to Client Services Officers/ partners by taking up their roles and duties in needs. ● Act...● Ensure the completeness and consistence for the client's account on boarding documents with sales/ account executive...
, including private wealth management, corporate finance, asset management, global markets and investment businesses. It maintains...Responsibilities Handle client onboarding and new account opening; Perform periodic review/ trigger event; Ensure...
Assistant Manager, Operations, Private Banking and Wealth Management Department Conduct thorough analysis of customer... following languages are you fluent in? How many years' experience do you have as an assistant operations manager? Central...
relationship managers in performing various client transactions and delivering high quality customer services to high net worth... in wealth management products sales Pleasant and outgoing personality with good interpersonal and communication skills...
Be in responsible for the HNW client services, including account opening, maintenance, and other related tasks Manage the credit quality...Responsibilities Assist Relationship Manager to manage key partner relationship to achieve business targets Explore...
, insurance, securities, trust and asset management sectors. Serving customers with whole-hearted, the Bank provides comprehensive... banking products and services including retail banking, corporate banking and financial markets, etc. Among them, private...
-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...
Client Services Assistant Manager/Manager, Asian-Based Family Office Expansion Headcount in the HK Office Sales... services Assistant Manager /Manager Job Duties Most Sustainable International Private Bank Expansion Transaction...
to join our department as Assistant Client Service Manager, reporting to Client Service Manager. Principal responsibilities: Provide... their wealth in the hands of experts who know how to nurture it. Our banking services and products are bespoke, ranging...
to join our department as Assistant Client Service Manager, reporting to Client Service Manager. Principal responsibilities: Provide... their wealth in the hands of experts who know how to nurture it. Our banking services and products are bespoke, ranging...
Relationship Manager Assistant, Client Relationship, Private Banking Department Assist Relationship Managers in daily... knowledge of products and services to HNW clients with private Banking / wealth management experience is advantage...
banking industry experience At least 3-5 years of client servicing experience, in an Assistant Relationship Manager capacity... as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family...
, recruitment support, MPF (Mandatory Provident Fund) matters, etc. Work closely with the partner bank to provide wealth management...Main Job Responsibilities: Document and Data Management: Process, archive, and manage the receipt and dispatch...
Digital Innovation and Growth Manager (AI/GenAI, Data Solution, Program Management) (Life Insurance) Client... insurance, wealth management, medical, and retirement protection services. It emphasizes innovation and high-quality development...
with less experience will be considered as Assistant Relationship Manager (Private Banking Services). EEO Statement: Data held by the...Deputy Relationship Manager (Private Banking Services) Support Private Bankers in providing administrative support...
to our enterprise clients. Enterprise solution team is mainly facing banks as our client to offer securities trading, wealth management...Recruit Ref: L060421130 Posting Date: 2026-01-19 Infocast Limited Assistant Project Manager / Project Manager...
Are you an experienced private banking professional ready to deepen your expertise in client management and advisory... services. You will assist in drafting Statements of Work (SOW), coordinating account management activities, and helping develop...
management team Escalate client and risk issues to Team Heads, Business Manager, Market Head or other members of Front Office... years’ relevant experience in financial services industry Experience and knowledge of wealth management or private banking...
or other related disciplines. 1-2 years’ experience in a client‑facing role at wealth management or financial services institutions... our Director in the Wealth Management Department. The ideal candidate will play a crucial role in enhancing client satisfaction...