Assistant Private Banking Relationship Manager
2 weeks ago
Your new company We are working with a top-tier European private bank with a global presence which provides innovative investment solutions and a wide range of products, including equities, fixed income, FX, structured products, alternatives, trust services, family office solutions, and EAM. Your new role Assist Relationship Managers in establishing and maintaining strong client relationships. Support the onboarding process for new clients, ensuring all documentation and compliance requirements are met. Assist in the preparation and execution of investment proposals and presentations. Monitor and manage client portfolios, providing regular updates and performance reviews. Execute trading orders and manage transactions in a timely and accurate manner. What you'll need to succeed 5-10 years of experience in private banking/ wealth management, client service, operations or sales support. Strong understanding of financial products and services. Excellent communication and interpersonal skills. Detail-oriented with strong organisational and multitasking abilities. Proficient in written and spoken English and Chinese, including Mandarin. What you need to do now If you're interested in this role or would like to consult about other professional career opportunities within the investment and wealth management industry, please send your CV to jane.chan@hays.com.hk or contact 2230 7451.
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Assistant Relationship Manager, Private Banking
2 weeks ago
Hong Kong Island, Hong Kong SAR China DBS Full timeJob Description - Assistant Relationship Manager, Private Banking F) Job Description Assistant Relationship Manager, Private Banking - ( F ) Business Functions 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...
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Assistant Relationship Manager, Private Banking
2 weeks ago
Hong Kong Island, Hong Kong SAR China 300005 Chief Executive's Office_00002555 Full timeJob Description Assistant Relationship Manager, Private Banking F) Business Functions 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...
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Relationship Manager Assistant
2 weeks ago
Hong Kong Island, Hong Kong SAR China China CITIC Bank International Limited Full timeRelationship 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...
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hong kong, Hong Kong SAR China DBS Bank Full timeAVP, Assistant Relationship Manager, Private Banking 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...
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Assistant VP
2 weeks ago
Hong Kong, Hong Kong SAR China Solomon Private Wealth Limited Full timeSOLOWIN 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...
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Hong Kong, Hong Kong SAR China China CITIC Bank International Limited Full timeJob Purpose 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 referred from CITIC group companies especially in terms...
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Hong Kong Island, Hong Kong SAR China 300005 Chief Executive's Office_00002555 Full timeA premier banking institution in Hong Kong is seeking an Assistant Relationship Manager for its Private Banking division. The ideal candidate holds a degree in Business or Finance and possesses at least 3 years of experience in private banking. Responsibilities include supporting Relationship Managers, establishing customer relationships, and ensuring...
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Relationship Manager
2 weeks ago
hong kong, Hong Kong SAR China Chong Hing Bank Full timeResponsibilities Acquire new Private Banking customers and solicit business opportunities through cross‑selling, referral and personal business connections Identify customers’ needs and provide customized solutions on a comprehensive range of banking, investment and wealth management products to customers Grow and strengthen the wealth of Private Banking...
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Relationship Manager
5 days ago
hong kong, Hong Kong SAR China Chong Hing Bank Full timeResponsibilities Acquire new Private Banking customers and solicit business opportunities through cross‑selling, referral and personal business connections Identify customers’ needs and provide customized solutions on a comprehensive range of banking, investment and wealth management products to customers Grow and strengthen the wealth of Private Banking...
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hong kong, Hong Kong SAR China Mashreq Corporate & Investment Banking Group Full timeWe are seeking a highly motivated and experienced Client Acquisition Manager to join our Banking division in Hong Kong. This role focuses on identifying, engaging, and onboarding Ultra High Net‑Worth Individuals (UHNWIs) interested in establishing banking relationships with Mashreq Private Banking division in UAE for their UAE banking & wealth management...
