ED, Relationship Manager, PvB

Role Responsibilities [Accountable for the review of Private Bank account documents, SOW and related corroborations on account opening for individual account, corporate account & Trust Account for onshore and offshore clients. Perform independent review to ensure documentations and SOW corroborations of individual and non-individual client are...

Relationship Manager/ Senior Relationship Manager Job Description Develop the Bank's high-net-worth client base and establish long term relationship with clients Introduce comprehensive wealth management solutions to meet clients' needs Deliver high quality services to clients Requirements Degree holder preferably in business...

Relationship Manager Responsibilities Building rapport with corporate clients to ensure optimum customer acquisition, retention and income generation Developing and managing FI relationship, market and product and achieving business revenue targets Requirements Degree holder preferably in business related discipline Minimum 3...

Business Function As a leader in treasury operations, DBS extends a broad range of capabilities in foreign exchange and derivatives, money market and securities trading, to corporations and financial institutions. DBS trades in a comprehensive product range, including foreign exchange, as well as interest rates and derivatives. Treasury & Markets (T&M)...

Relationship Manager (Wealth Management) He/She/They will be responsible for the delivery of timely and efficient service in relation to the management of assigned investment, equities, fixed income and the generation of additional volume from existing accounts deals across sales channels. The Responsibilities we will trust you with: SELL |...

Responsibilities Provide a professional, timely wealth management service to high-net-worth clients Develop a long term relationship with existing clients, increase their loyalty and satisfaction, and explore new business opportunities with them Receive orders from customers and forward them to dealers or place the orders on stock exchanges using trading...

Job Description Oversee people management of corresponding team, including staffing & resources management, development and drive the performance culture Formulate staff training and people development plan in accordance with business strategy, company direction and employee's individual needs Manage the routine operation and staff resources of...

Relationship Manager / VP Responsibilities Developing and managing portfolio of high net worth customers by providing them with professional investment advice Exploring new business opportunities with prospective customers through networks and channels of the Bank Acquiring new client relationships and growing AUM via extensive marketing...

Role Responsibilities Business Awareness and understanding of the Atlas TP flows to the PSGL and the downstream WRB financial impact. Processes Keystone testing, report checking and issue fixing for WRB Biz Finance perspective. Involve in impacted TP set-up amendments discussion and provide advice from WRB Biz Finance perspective. ...

Prospect company bank partner’s clients and explore their commercial insurance needs to develop effective solutions and achieve business targets Build relationship with and provide coaching to company bank partner’s relationship managers to solicit general insurance business Work closely with underwriters to provide professional commercial insurance...

Role Responsibilities Strategy To acquire, grow and deepen Priority Banking customer relationships through effective relationship management, with special focus on the analysis and satisfaction of Priority Banking Customers’ personal financial as well as investment needs and objectives. Business In consultation with Branch Manager, draw up...

At Citi , we get to connect millions of people across hundreds of cities and countries every day.And we've been doing it for more than 200 years.We do this through our unparalleled global network.We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help...

Main Content Assistant Relationship Manager, Offshore Banking Department Assistant Relationship Manager, Offshore Banking Department Responsibilities: Promote the Bank's corporate & community image Acquire new customer through various promotion activities Implement "one-stop financial solution" to target customer with base in Taiwan and...

Responsibilities Build long-term relationships with customers Identify customers' needs and match their needs with appropriate products and services Acquire new customers through sales and marketing activities Coordinate in-branch and off-site promotions Requirements University graduates preferred, with a minimum of 4 years' banking experience...

ResponsibilitiesResponsible for building and maintaining strong relationships with existing UHNW clients;Provide extensive knowledge of financial instruments and products;Monitor clients' portfolios on a regular basis to identify additional business opportunitiesUnderstanding clients' portfolio, financial objectives, liquidity profile, family and business...

A Career with Hang Seng Bank Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career...

Reporting to Deputy Regional Head, you will be responsible for identifying, originating and developing client relationships with high net worth individuals or families on an ongoing basis to achieve the business strategies stipulated by the Bank. Job Responsibilities : Originate, develop and maintain client relationships within the high net worth...

Reporting to the Branch Manager, you will be responsible for providing excellent service to VIP Banking customers to satisfy their wealth management needs. Job Responsibilities: Meet and exceed sales targets assigned Work to understand customers' financial needs for selling and cross-selling banking products for meeting customers' needs Acquire new...

Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Through...

Job Responsibilities• Develop and maintain good relationships with potential and existing clients• Identify client needs and provide professional advice• Handle insurance policy administration works and documentation• Negotiate with insurers for the best on premium pricing, insurance coverage, terms and conditions• Respond in a timely manner to the...