Assistant Relationship Manager

Your new company You will be joining a foreign private bank and wealth management firm with a global presence which provides innovative investment solutions and a wide range of products. Your new role Assist Relationship Managers in establishing and maintaining strong client relationships. Support the onboarding process for new clients, ensuring all...

Responsibilities Assist Relationship Manager to manage key partner relationship to achieve business targets Explore new business opportunities in order to company strategy Building tight relationship with HNW clients to complete team AUM and revenue target. Work closely with IA and product team and provide investment portfolio analysis and advices to the...

General Description You will have the opportunity to work closely with experienced private bankers on new or existing accounts. This position offers a worthwhile challenge, as you will be thoroughly grounded on the fine traditions of private banking and will be able to fully develop your potential as to succeed in this specialised segment of the banking...

Responsibilities Achieve the bank’s objective on private banking business target & plans. Proactively build and maintain business relationship with individuals who satisfy the bank’s standards of suitability and who meet the bank’s ‘Wealth Criteria’.  Engage in networking activities with CITIC Group and other business introducers in both Hong...

Key Responsibilities: Handle KYC review of the new clients and other issues related to client onboarding Promote investor services to institutional clients in relation to various fund and investment products, and authorized fund etc. Actively generate and grow business both from existing clients and potential targets Manage, develop and retain client...

Job description 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...

A foreign bank in Hong Kong is seeking to hire a Relationship Manager, Financial Institutions Overview A foreign bank in Hong Kong is seeking to hire a Relationship Manager, Financial Institutions provide specialized credit solutions for Financial Institutions and Non-Bank FI business to achieve its business target and comply with regulatory requirements. ...

About Dah Sing Group The Dah Sing Group is a leading financial services group in Hong Kong offering banking, insurance, financial and other related services through its growing network of over 70 branches in Hong Kong, Macau and Mainland China. Our currency is caring, teamwork and progressiveness. We accept that everyone is unique and different in talent,...

  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...

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 them...

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 them...

Main Responsibilities: The role of the Private Wealth Management Relationship Manager (RM) is to understand the client requirement, ensure superior service and provide regular updates to the client on financial markets developments and on clients’ portfolios Acquire High Net-Worth Clients & manage existing relationships. Provide appropriate investment...

At Captiare Limited, we are seeking a talented Relationship Manager, Channel and Wealth Management to join our team. This exciting opportunity will see you play a pivotal role in driving business growth through the development of strategic relationships with clients.Key Responsibilities:We are looking for a results-driven professional to develop and maintain...

Job Description:We are seeking an exceptional Strategic Private Banking Relationship Manager to join our team at Bank of China (Hong Kong) Limited. As a key member of our Private Banking division, you will be responsible for managing and developing high-net-worth individual relationships, providing comprehensive and tailored banking services.About the...

Required knowledge: Report and communicate with clients, with a view to improve to quality and consistency Lead/support the development of new products by preparing concepts and business cases Good knowledge of the investment management industry A track record with investor relationships, capital raising, marketing and product development SFC Type 1,4 and 9...

Job DescriptionAs a key member of the Bank Of China (Hong Kong) Limited team, you will play a pivotal role in fostering strong relationships with clients and driving business growth. Key Responsibilities:Client Onboarding and KYC Review: Ensure seamless client onboarding processes while conducting thorough Know Your Customer (KYC) reviews to mitigate...

Role: Develop and maintain strong relationships with SME and MME clients to understand their financial needs and provide customised solutions. Manage and grow the liabilities portfolio, including deposits, cash management, and other liability products. Identify and pursue new business opportunities to expand the client base and increase deposits within the...

Job OverviewWe are seeking a highly skilled and experienced Relationship Manager, Wealth Management to join our team at Bank Of China (Hong Kong) Limited. As a key member of our wealth management team, you will be responsible for building and maintaining strong relationships with our high net worth clients, providing personalized financial solutions and...

My client is a well-known insurance provider. They are looking for a Bancassurance Assistant Manager, who will play a key role in fostering and managing relationships between the insurance company and partner banks. This position involves driving sales performance, enhancing customer experience, and ensuring the effective execution of bancassurance...

Job description 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...