Relationship Manager, Wealth Management
Company : Corporation / Salary : $Negotiable
Responsibilities :
Requirements :
Client Details Our clients include Retail Banking and Wealth Management that provide customers with... Build and maintain relationships with customers by delivering personalised service to individual clients...
Talk to us about flexible work arrangements and other initiatives we offer.We promote good working relationships and encourage high standards of conduct and work performance. We welcome...
Develop and expand existing network through customer relationship management. Incentives. Lucrative... Please apply in strict confidence with resume email to Team Manager( Wealth Management & Protection). MS...
Virtual Relationship Manager. Retail Banking and Wealth Management 0000ETBTDescriptionThe health and... Retail Wealthand Personal Banking is our new global business combining Retail Banking andWealth...
Manage a matrixed project team and secure project resources. Build a strong relationship with senior... Private. Retail Banking or Wealth Asset Management experience is preferred. Great knowledge of the...
Conduct risk analysis on overall portfolio Work closely with internal stakeholders including Relationship Managers, Legal & Compliance and firm's senior managements to promote products...
Job Description Our Team The Wealth Management International Transformation Office Team (ITO) is within... Key Responsibilities Acting as an internal business project manager for key business stakeholders and...
Job Responsibilities. Prepare AML Risk Assessment to senior management for non standard risk profiles Handle remediation project, BAU, periodic review & trigger events. Provide advice to the...
Responsibilities. Carrying out quality audit service in Asset Management sector, Private Equity firms... Inspecting internal systems and controls, assessing risk management tactics. Reporting systematic errors...
Min. 8 years of experience in which at least 3 years in Project Management Certified Scrum Master is preferred Candidates must familiar with Wealth Management business Fluent Cantonese and...
Requirements. Investment Products knowledgeable with 5 years hands on experience on FI Structured Products and relevant operation supports who should also have people management experience for...
To be qualified, you should be a Degree holder with a minimum of 8 years of working experience in project management, FinTech, banking industry, or wealth management. Sound knowledge of digital...
Credit Suisse is a leading global wealth manager with strong investment banking capabilities... A function that collaborates closely with Business Management, other Relationship Managers' teams...
Director. Private Wealth Management Successful candidates will work from our Hong Kong office to cover... Provide regular market investment update to the company's relationship managers and clients. Joint calls...
Companies need to have confidence in their governance, risk management and internal control processes... operational and regulatory compliance related risks What you can expect for IT Manager roleDesign and...
Requirements. At least 2 3 years experiences from wealth management, Private bank and investment bank... funds and bonds Proactive, sales oriented with good relationship building and customer service skills...
Aligned to key industry groups including Wealth and Asset Management (WAM), Banking and Capital Markets... participants of the pensions ecosystem including trustees, sponsors, fund managers, custodians, asset...
Create and partner with a network of in house experts (from Client Management, Compliance, Credit... Investment Counsellors).3. Liaise with the relevant project manager. sponsor to discuss impacts and work...
..relevant operation supports who should also have people management experience for at least 1 year. Knowledgeable on regulatory requirement for investment products support settlement Good...
Compile monthly statistics and management reports. Handle inquiry from HKEx. branches and customers... Over 5 years working experience on wealth management settlement operations. Knowledge on wealth...