Sales and Client Relationship Manager
3 days ago
Responsibilities: Review and contribute to the client onboarding process to ensure adherence to compliance requirement. Oversee & follow up the risk and compliance related issues, and coordinate the enquiries from Internal / external parties. Build, develop and maintain client relationship to offer tailor made investment solutions. Ensure the sales practices, marketing materials align with regulatory requirements and internal policies. Attend to general client enquiries, liaise with internal and external parties to fulfill client requests and follow through. Efficiently execute ad hoc duties and projects as assigned Requirements: Degree holder in business, finance or relevant disciplines; CFA, FRM is preferable 7-10 years proven experience, preferably in the asset management or broader financial services industry In-depth knowledge of investment products, and the asset management landscape. Experience in KYC / AMC is a must. Client focused with excellent communication, interpersonal skill. Highly motivated with strong analytical and coordination skill. Good command of spoken and written English, Mandarin and Cantonese If you are applying for in-scope position(s) under the Mandatory Reference Checking Scheme (i.e., A role carrying out regulated activities licensed by the IA, SFC & MPFA), you are required to undergo the Mandatory Reference Checking. Our responsible recruiter will inform you the details of the MRC process and the requirements in due course. For details, please click here. #J-18808-Ljbffr
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Manager, Structured Products Sales
3 days ago
hong kong, Hong Kong SAR China uSMART Securities Limited Full timeA financial services company in Hong Kong seeks a Manager for Structured Products Sales & Relationship Management. This role involves developing relationships and providing tailored investment solutions to high-net-worth clients and institutions. Candidates should have a bachelor's degree in a related field and 3–5 years of experience in sales or capital...
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VIP Relationship Sales Executive
3 days ago
hong kong, Hong Kong SAR China ManpowerGroup Greater China Hong Kong and Macau Full timeVIP Relationship Executive / Lead Luxury product HK$30k-100k 負責開發及管理高淨值客戶,透過一對一專屬服務及尊尚體驗,推動高端珠寶銷售,提升客戶忠誠度及品牌形象。 Responsible for acquiring and managing HNW clients, delivering personalized luxury service and VIP experiences to drive premium gold and jewellery...
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Store VIP Sales Manager|Client Development
3 days ago
hong kong, Hong Kong SAR China ManpowerGroup Greater China Hong Kong and Macau Full timeLuxury retail environment, VIP client focus High-values sales & personalized clienteling Clear growth path with strong team support Key Responsibilities Key Responsibilities 1. VIP Client Development & Relationship Management– Develop and manage a portfolio of HNW/UHNW clients aligned with HQ and regional client development strategies.– Proactively...
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Director, Client Relationship Management
7 days ago
hong kong, Hong Kong SAR China Principal Hong Kong Full timeDirector, Client Relationship Management Join Principal Financial Group to be at the forefront of managing and nurturing client relationships, ensuring flawless service and outstanding client happiness. You will act as the primary point of contact for our strategic DCIO and Institutional clients, ensuring their needs are understood and exceeded. What...
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Client Relationship Manager
7 days ago
hong kong, Hong Kong SAR China Howden Private Wealth Full timeAbout Us With over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world’s most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally. We have representatives across Hong Kong,...
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Client Relationship Manager
3 days ago
Hong Kong Island, Hong Kong SAR China i-Brokers Limited Full timeClient Relationship Manager - Group Clients Hong Kong Generate new business for group insurance schemes Operate as the point of contact for assigned customers Develop and maintain long-term relationships with existing accounts Create, develop and maintain relationships with prospective and existing clients Aid in producing pre‑sales materials and proposals...
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VIP Relationship Sales Executive
3 days ago
hong kong, Hong Kong SAR China Manpower Services (Hong Kong) Limited Full timeResponsible for acquiring and managing HNW clients, delivering personalized luxury service and VIP experiences to drive premium gold and jewellery sales and strengthen client loyalty. Proactively develop HNW clients via networks, referrals, partners, and events. Build and maintain a VIP client book with regular follow‑ups and personalized service. Arrange...
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Client Relationship Professional
5 days ago
hong kong, Hong Kong SAR China Partners Group Full timeWhat It's About Based in Partners Group Hong Kong office, this position will be part of the Private Wealth APAC Client Solutions team, responsible for building new and broadening existing relationships with private wealth channels across the region. Amid strong growth in this client segment, Partners Group seeks to expand its footprint to deepen coverage of...
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Sales/Relationship Manager
3 days ago
Hong Kong Island, Hong Kong SAR China Sinohope Technology Holdings Limited Full timeJoin a pioneering virtual asset management company licensed by the SFC for Type 1, 4, and 9 regulated activities. We specialize in bridging traditional assets with innovative virtual asset investment solutions, providing our clients with a seamless and compliant pathway to diversify their portfolios. About the Role As a Relationship Manager, you will be at...
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Client Relationship Professional
1 day ago
hong kong, Hong Kong SAR China Partners Group Full timeWhat it's about Based in Partners Group Hong Kong office, this position will be part of the Private Wealth APAC Client Solutions team, which is responsible for building new and broadening existing relationships with private wealth channels across the region. Amid strong growth in this client segment, Partners Group is looking to expand its footprint to...