Relationship Manager
4 days ago
Relationship Manager - Private Wealth Management Department Location: Central, Central and Western District, HK 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 advise to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes. Conduct financial mapping of clients to analyze key parameters including risk profile, asset allocation, INVESTMENT horizon and liquidity needs. Customize portfolio proposals for clients through allocation of client funds into products across fund, equity and other asset classes. Actively review and monitor client's AUM through timely buy/sell/hold calls triggered by clients' preferred allocation. Responsible for targeting towards the AUM growth & revenue generation from the relationships with CMBI Wealth Management. Responsible for complying with regulatory compliance as set out by relevant authorities. Qualifications & Requirements: 7-10 years of experience preferred. Previous client relationship management skills. Solid product knowledge (eg, funds, equities, margin financing, insurance, structured product). Bachelor degree or above in business related major. Good communication skills and preferably strong Mandarin speaking and writing ability. Interested parties please click “Apply Now” to apply job. #J-18808-Ljbffr
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Partnerships Senior Manager, Southeast Asia
4 days ago
Hong Kong Island, Hong Kong SAR China Partnerships Senior Manager, Southeast Asia Full timePartnerships Senior Manager, Southeast Asia Collinson is a global loyalty and benefits company. We use our expertise and products to craft customer experiences which enable some of the world’s best known brands to acquire, engage and retain the most demanding and choice-rich customers. In particular, our unique expertise and insight into high earning,...
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SEA Partnerships Director — Travel
4 days ago
Hong Kong Island, Hong Kong SAR China Partnerships Senior Manager, Southeast Asia Full timeA leading global benefits company is seeking a Partnerships Senior Manager for Southeast Asia. In this pivotal role, you will build strategic business relationships to enhance the company's standing, focusing on partnerships, travel experiences, and key merchant relationships. The ideal candidate will have over 10 years of experience in relationship...
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Relationship Manager
4 days ago
Hong Kong Island, Hong Kong SAR China Asia Bankers Club Full timeRelationship Manager / Senior Relationship Manager Responsibilities Maintaining a consistent professional relationship with current and prospective clients Promote the full range of products (predominately overseas real estate investment to other physical assets) to high-net-worth customers and institutional investors Provide presentations and pitches to...
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Relationship Manager
2 days ago
Hong Kong Island, Hong Kong SAR China Yuanta Securities (Hong Kong) Company Limited Full timeRelationship Manager / Senior Relationship Manager Result-orientated and self-motivated to attain sales target Explore new clients and maintain long-term relationship with clients Provide diversified wealth management products (such as bonds, ELN, insurance) and securities trading to clients Ad hoc duties as assigned from time to time by the Employer...
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Assistant Relationship Manager
4 days ago
Hong Kong Island, Hong Kong SAR China Luk Fook Financial Services Limited Full timeAssistant Relationship Manager / Relationship Manager Develop and establish relevant business channels and client relationships, build and maintain relationships with existing and potential LPs (Limited Partners) such as institutional investors and high-net-worth individuals, and coordinate major activities related to investor relations. Develop and maintain...
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Relationship Manager
7 days ago
Hong Kong Island, Hong Kong SAR China Webot Full timeAs a Relationship Manager, you will play a key role in managing the full lifecycle of client relationships — from client acquisition, onboarding and compliance to ongoing client servicing. It is preferable that you also have a solid understanding of virtual assets and associated operational and client service challenges. Key Responsibilities Manage and...
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Relationship Manager
4 days ago
Hong Kong Island, Hong Kong SAR China RFO Raffles Family Office Full timeAdd expected salary to your profile for insights Develop business plans and define market strategies, taking the lead in active acquisition and management of HNW/UHNW clients and driving sustainable, profitable growth in the corresponding market(s). Provide market insights, identify business opportunities, and take the lead in leveraging RFO’s resources to...
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VP, Relationship Management
4 days ago
Hong Kong Island, Hong Kong SAR China Connexe Search Full timeOur client is an international bank. They are currently looking for an experienced Relationship Manager to cover Large Corporates. Responsibilities Develop new client relationship, preferably HK and China listed companies Expand existing relationships and deepen banking relationship Promote corporate banking products including corporate loan, structured...
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Relationship Manager
4 days ago
Hong Kong Island, Hong Kong SAR China Industrial Bank Co., Ltd. Full timeRelationship Manager / Senior Relationship Manager, Corporate Banking Develop and maintain corporate business portfolio including lending, trade finance and deposits both in Hong Kong and on the Mainland China. Explore new business opportunities and actively participate in the marketing and selling of the Bank's corporate financial services in the areas of...
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Relationship Manager
1 week ago
Hong Kong, Hong Kong SAR China Value Search Asia Full timeStrong client acquisition and business development skills Excellent Career Opportunity Our client is a fund management under SFC licensed Type 1, 4 & 9. They are currently looking for a solid relationship manager/ private banker to join their team in Hong Kong. You will be responsible for building and maintaining strong relationships with UHNW and FO clients...