Strategic Private Banking Insurance Product Manager

Responsibilities Develop and implement sales strategies to achieve business objectives and enhance Private Banking business growth Lead and manage a group of Relationship Managers (RM) to achieve assigned KPIs and AUM revenue and to build and maintain clients’ portfolios Supervise and develop a team of Assistant Relationship Managers (ARM) to support...

A prestigious banking institution in Hong Kong is seeking a seasoned professional to lead their Private Banking division. The ideal candidate should have 8 to 10 years of experience, including a minimum of 3 to 5 years in a management role. Responsibilities include developing sales strategies and managing client portfolios. Proficiency in English and...

Insurance Product Manager, Private Banking Add expected salary to your profile for insights Responsibilities Keep abreast of the insurance market and product developments, formulate phased business strategy recommendations, and efficiently implement the bank's business strategies to achieve goals. Establish and maintain good cooperative relationships with...

VP, Insurance Product Manager, Private Banking Key Accountabilities Conduct training for local and banking partners and frontline staff; Build relationship with bank account managers or referrers; Close insurance deal and provide after sales services; Organize and update training materials; Conduct Insurers and Referrers initial and on-going due diligence;...

Life Insurance Case Manager/AVP, Global Private Bank Life Insurance Case Management for HNW clients Our Client Representing one the most respectable & sustainable European Private Bank in search of an In-house Life Insurance Case Management and Client Service Manager. Job Duties Accountable for managing life insurance case management for UHNW Private Clients...

VP, Insurance Consultant, Private Banking Key Accountabilities Conduct training for local and banking partners and frontline staff (Business Trip 1-2 times per month if needed); Build relationship with bank account managers or referrers; Close insurance deal and provide after sales services; Organize and update training materials. Skills & Experience Possess...

Our Client, a boutique Private Bank,isnow looking for experienced Private Banker to join their expanding team. Responsibilities Promote full range of wealth management and private banking products Manage a portfolio of Hong Kong and Chinese HNW and UHNW clients Proactively acquire new clients and generate new AUM Monitor client account and ensure a...

Segment Management and Analysis, Private Banking To build the customer journey and strategies for acquisition, cross‑selling, service upgrades, as well as customer engagement and retention. Coordinate and maintain the agile collaboration and cooperation with research, product, insurance broker and other divisions. To monitor and analyse the business and...

Relationship Manager Assistant (Private Banking / CITICdiamond) Assist relationship manager of the team to acquire and grow the high net worth individual customer base through effective relationship management, with special focus on the customers' personal financial analysis, protection and investment needs. Assist the administrative work for customers...

SOLOWIN HOLDINGS is a holding company incorporated under the laws of the Cayman Islands on July 23, 2021. We conduct our business through our wholly owned subsidiary, Solomon JFZ (Asia) Holdings Limited (“Solomon JFZ” - CE No.: BIF175), is a licensed financial and securities firm regulated by the Securities and Futures Commission of Hong Kong (SFC). It...