High Net Worth Case Manager/Senior Manager

Manager/ Senior Manager, High Net Worth Case Management Join to apply for the Manager/ Senior Manager, High Net Worth Case Management role at AXA Hong Kong and Macau As a HNW Case Manager, you will be responsible for reviewing life insurance applications to ensure all underwriting requirements are met. You will coordinate closely with the Underwriting and...

Manager/ Senior Manager, High Net Worth Case Management Join to apply for the Manager/ Senior Manager, High Net Worth Case Management role at AXA Hong Kong and Macau. AXA Hong Kong and Macau is a member of the AXA Group, a leading global insurer with presence in 50 markets and serving 95 million customers worldwide. Our purpose is to act for human progress...

A leading banking institution in Hong Kong is seeking a (Senior) Relationship Manager for its Consumer Branch. The role involves proactively soliciting new business and enhancing existing relationships within the high net worth market. Candidates should possess a degree and 2-5 years of sales experience in consumer banking, along with solid communication...

A leading financial services firm in Hong Kong is seeking a High Net Worth Case Manager/Senior Manager. The successful candidate will review and assess life insurance applications, ensuring they meet regulatory standards. You will collaborate with various teams to facilitate application processing and maintain communication with insurance intermediaries. The...

Our client, a leading insurance company with her newly established branch in Hong Kong, is looking for high caliber candidates to join their team. Provide financial advice and services to High Net-worth clients of the company Identify client needs and provide necessary financial planning Follow up with client on account opening and documentation Client...

Client Relations Manager - High Net Worth Prepare high-quality presentation materials for client meetings, internal reviews, and external engagements. Build and maintain strong relationship with all key stakeholders (Consultants as well as private bankers and clients) Arrange and conduct the Customer Policy Annual Review, following up requests from customers...

A leading banking institution in Hong Kong is seeking a Relationship Manager to develop its high-net-worth client base. The role involves establishing long-term relationships with clients and introducing comprehensive wealth management solutions to meet their needs. Ideal candidates should have a degree in a business-related discipline and at least 3 years...

A leading financial institution in Hong Kong seeks an Assistant Vice President, Marketing focused on High Net Worth customers. The role involves driving the development of strategic initiatives, managing marketing campaigns, and ensuring high standards of customer service. Candidates should have at least 6 years of experience in product marketing or customer...

A financial services firm in Hong Kong is seeking a professional for a client-facing role focused on developing relationships with high-net-worth individuals and corporates. Responsibilities include providing investment advisory and asset allocation services while assisting clients with wealth planning. Candidates should have at least 2 years of experience...

A leading recruitment firm in Hong Kong seeks a Client Relations Manager focused on high-net-worth clients. Responsibilities include preparing presentations, managing relationships with stakeholders, and ensuring efficient service delivery. Candidates should have a Diploma/Degree in Business Administration or related fields, a minimum of 4 years' experience...