Client Knowledge Manager

We are seeking an experienced UHNW Client Portfolio Manager to join our team at IPS Group. As a key member of our wealth management team, you will be responsible for managing complex client relationships and developing customized financial plans that meet the unique needs and objectives of each client.The ideal candidate will have a proven track record of...

Business Function DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each...

Ogilvy is a global advertising and marketing agency that has been creating impact for brands through iconic, culture-changing ideas since its founding 75 years ago.The company builds on this legacy through Borderless Creativity – innovating at the intersections of its capabilities with experts collaborating seamlessly across over 120 offices in nearly 90...

Job OverviewCMB International Capital Corporation Limited is seeking a skilled and experienced Relationship Manager to join our team. This role offers an exciting opportunity to develop and maintain strong relationships with clients, providing them with exceptional service and expert knowledge of equity markets.Key ResponsibilitiesTo understand client...

Position Name: Client Technology ManagerReports to: DirectorLocation/Type: HKType: ExemptAtlas Technica's mission is to shoulder IT management, user support, and cybersecurity for our clients, who are hedge funds and other investment firms. Founded in 2016, we have grown 100% year over year through our uncompromising focus on service.We value ownership,...

About the RoleWe are seeking a Client Delivery Specialist Associate to join our Data Solutions team in Hong Kong. This role will involve setting up and maintaining financial software applications, assisting clients with issues, working on special projects, and helping with ad-hoc tasks associated with building an innovative company. This role combines...

SPS UK&I Limited Hong Kong, Hong Kong SAR 6 days ago Be among the first 25 applicants ARE YOU READY TO UNLOCK THE POWER OF POSSIBILITY WITH US? To contribute to our growth strategy, we are looking for a Client Account Manager in Hong Kong. Responsibilities: Client Management: Managing existing clients and responsible to achieve or exceed agreed service...

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...

At Classy Wheeler Limited, we are seeking a highly motivated Institutional Sales Executive to join our team. The successful candidate will be responsible for developing and maintaining strong relationships with institutional clients, including banks, brokerage firms, family offices, and wealth management companies.Key Responsibilities:Develop and maintain...

Associate - Client Management About Us At VISASQ/COLEMAN, we connect businesses with hard-to-find expertise through our extensive global network of subject matter experts. VISASQ/COLEMAN is a partnership formed by VisasQ Inc., Asia's leading expert network and the only publicly traded company in our field. Through VisasQ's merger with Coleman Research, a...

About UsHazeltree is a global leader in cloud-based treasury solutions, providing hedge funds and private equity firms with innovative technology to optimize liquidity, manage cash, and mitigate risk.This is a unique opportunity to play a pivotal role in client success, combining project management, relationship management, and financial expertise. As the...

Job Title: Client Management / Credit Control - Account Manager Location: Hong Kong   Job Responsibilities:Monitor and follow up on arrears, late payment, problem, and potential delinquent accounts. These are asset -backed investments or credit loans from a PE firm/ corporate lender to corporate clients, backed by the lenders' business assets or...

About Treasury Operations at HazeltreeWe are seeking a highly skilled professional to lead client onboarding and success initiatives, leveraging their expertise in project management, relationship management, and financial services. As the primary point of contact for new clients, you will guide them through the onboarding and implementation process,...

Aon is a leading provider of risk management and insurance solutions. We are currently seeking a Global Account Management Lead to join our team in Hong Kong. In this role, you will be responsible for managing a portfolio of clients and developing strategies to drive business growth and improve client satisfaction.The successful candidate will have:Proven...

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...

Company OverviewThe Bank of China (Hong Kong) Limited is a leading financial institution in Hong Kong, committed to providing innovative and comprehensive banking services to individuals, corporations, and institutional clients. Job DescriptionWe are seeking an experienced Strategic Client Relationship Manager to join our Private Banking team. As a key...

Are you a results-driven Business Development expert looking for a new challenge? Do you have a passion for payments, e-commerce, and fintech? ZPEED Recruitment is excited to present a unique opportunity for a Senior Client Acquisition Manager to join a dynamic Global Payment Company in Hong Kong.About the OpportunityThis role offers a rare chance to work...

A leading Financial Institution with offices in multiple jurisdictions is looking for a Client Service Manager with a proven track record to join as a senior member of the client service team based in Hong Kong. Working in a team, the successful candidate, fluent in Cantonese, English and Mandarin will be tasked with managing a number of large clients in...

Client Success Manager (Family Office Solution)Canopy is a Singapore-headquartered wealth data aggregation and insights platform that helps high-net-worth individuals (HNWIs) and wealth professionals make better investment decisions with anonymized financial data.Our cutting-edge wealth management technology enables seamless account aggregation, portfolio...

Join SPS UK&I Limited's dynamic team in Hong Kong as a Client Account Manager.This role offers a unique blend of client management, operations, and business development responsibilities.About the Role:As a Client Account Manager, you will be responsible for delivering exceptional client experiences, driving business growth, and contributing to the company's...