wealth or capturing business opportunities – for now, and beyond. OCBC offers private banking services through our wholly... to accommodate customers' needs Cross-sell a wide range of banking products including treasury and wealth management Requirements...
a wide range of banking products including treasury and wealth management Who you are University degree in Business... Possess 5-6 years of corporate banking experiences Excellent communication and relationship building skills Sales oriented...
in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize...Responsibilities: Establishes new relationships and manages existing relationship in order to generate new AUM...
range of banking products including treasury and wealth management Who you are University degree in Business Management... years of corporate banking experiences Excellent communication and relationship building skills Sales oriented with solid...
Company & Culture EXANTE is a pioneering wealth tech company that delivers cutting-edge centralized trading solutions... our Global Sales Force and seeking established Global Relationship Managers in various locations. The ideal candidates...
Wing Hing Financial Services Co. is a financial services firm specializing in providing comprehensive wealth management..., we are dedicated to helping clients achieve asset appreciation, risk mitigation, and the sustainable preservation of family wealth...
., insurance planning, risk management, education planning, wealth management, retirement planning). Establish and develop long... financial plans for customers in different life stages. Recommend and present financial planning solutions to customers (e.g...
portfolio & activity planning Initiate and maintain effective communication and cooperation with paired Relationship Manager..., direct support to Relationship Manager in delivering a consistent, high quality customer services to maintain active customer...
and Wealth Management Department Job Functions: Strategic Planning, Project Management, Marketing Responsibilities... & cross-selling, as well as strengthen customers relationship with the Bank via efficient sales channel mix Effectively...
and Wealth Management Department Job Functions: Business Development, Strategic Planning, Product Development & Management... business models Drive the Customer Relationship Management process to ensure a proper closed-looped learning in place...
and Wealth Management Department Job Functions: Business Development, Strategic Planning, Relationship Management... knowledge and experience in Business development / Marketing planning Knowledge in projects about China financial industry...
and now want to place their wealth in the hands of experts who know how to nurture it. Our banking services and products... services. Our team offers professional wealth management advice at both a local level and on a global scale...
on your career either as Business Development Manager or Team Manager, depending on your own interests. We have wealth of experience...Established in 2001, Altruist Financial Group Limited is one of the premier financial planning organizations in HK...
Manager, Insurance. Principal Responsibilities The Communications Manager, Insurance is a member of the Global IWPB... and how it supports HSBC's Wealth agenda with synergies across the rest of the Group In this role you will Identify media...
- Wealth Sales Distribution Hang Seng's Retail Distribution focuses on personal wealth management and financial services.... Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers...
take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. International Wealth..., are present across the world's most important markets, booking centres, and corridors most valued by our clients. Our wealth...
, and asset planning specialists to deliver holistic wealth management solutions. Requirements § Education and Certification... Relationship Manager § Priority Banking RM § Customer Services Manager...
Management. This is achieved by working in close partnership with the Relationship Manager in the day-to-day planning... investments and wealth planning. Investment Manager will have accountability for total investment AUM, revenue, asset retention...
objectives and sales targets. Conduct business planning to identify branch specific opportunities and introduce new sales... initiatives to boost branch performance. Ensure CRM call activities in line with Relationship Management Model and weekly sales...
objectives and sales targets. Conduct business planning to identify branch specific opportunities and introduce new sales... initiatives to boost branch performance. Ensure CRM call activities in line with Relationship Management Model and weekly sales...