你所在的国家不提供此工作机会。
Assistant Relationship Manager - Wealth Management Department
CMB International Capital Corporation LimitedHong Kong10 天前
职位描述1-3 years’ experience in relationship management assistant or similar Strong analytical, prioritization,munication skills and problem solving skills Previous wealth management experience preferred Bachelor's Degree in Business Administration or related field Master is a plus Work closely with your RM and be responsible to assist in serving the clients Act as the primary point of contact for a selection clients, including managing daily administration, client servicing and attend topliance requirements. Assist clients in account openings, trade execution, periodic reviews, and administrative support. Ensure effective and timely management of all aspects of customer service delivery, including securities trading and other transactions, etc Ensure strictpliance and legal guidelines are adhered to with all internal policies and external regulations.
Posted byRecruiter
Job Description :
- Work closely with Relationship Managers to provide assistance in client management and services
- Act as the primary point of contact for selected clients, including managing daily administrative tasks, client servicing and ensure properpliance guidelines
- Assist in client account opening, trade execution and account periodic review
- Ensure effective and timely management of all aspects of customer service delivery, including securities trading and other transactions
- Ensure strictpliance and legal guidelines are adhered to with all internal policies and external regulations
Skills and Qualifications :
Preferred Qualifications :
为此搜索创建职位提醒
Relationship Manager • Hong Kong
相关职位
![Customer Relationship Manager, Wealth Management (Branch) [Ref no : CRMWMB-IY]](https://cdn-dynamic.talent.com/ajax/img/get-logo.php?empcode=hkese-ppc-hk&empname=Nanyang%20Commercial%20Bank)
%20Limited)
%20Limited)
Wealth Management, Executive Assistant
JPMorgan Chase & Co.Hong Kong Morgan's Wealth Management is looking to hire a top performing executive assistant to support a Senior Executive.A successful Executive Assistant should have excellent interpersonal skills, attenti...展示更多上次更新时间：30 天前
Customer Relationship Manager, Wealth Management (Branch) [Ref no : CRMWMB-IY]
Nanyang Commercial BankHong Kong Establish and strengthen the relationships with high-net-worth customers, identify and fulfil their investment needs by providing thorough financial analysis.
.Initiate and implement strategies to p...展示更多上次更新时间：30 天前
Relationship Manager / Assistant Relationship Manager (Commercial Banking)
Dah Sing Financial GroupHong Kong Reporting to the Team Head, you will be responsible for promoting, soliciting and developing existing and new business relating to trade finance.
Also, you will perform credit activities including c...展示更多上次更新时间：30 天前
Assistant Relationship Manager
Royal Bank of CanadaHong Kong Assistant Relationship Manager.As the Assistant Relationship Manager, you will be responsible for supporting Private Banker(s) in providing administration service to clients, especially of high vis...展示更多最后更新时间： 17天前
Premier Relationship Manager - Wealth and Personal Banking
HSBCHong Kong Some careers have more impact than others.If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be.
Whether you want a career that could take ...展示更多上次更新时间：30 天前
Relationship Manager Assistant (Wealth Management)
Bank Of China (Hong Kong) LimitedHong Kong Act as the assistant of Senior Relationship Managers by providing support in the aspects of customer relationship management, system operation, clerical and information preparation, transaction exe...展示更多最后更新时间： 11天前
Assistant Relationship Manager, Private Wealth Management
Ping An Bank Company LtdHong Kong Provide comprehensive sales and service support to Relationship Managers for consolidated banking customers.Maintain good relationship with own clients and cultivate client needs on products &...展示更多上次更新时间：30 天前
Asset & Wealth Management, Private Wealth Management, Administrative Assistant, Hong Kong
Goldman SachsHong Kong, Hong Kong Goldman Sachs Wealth Management specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and ...展示更多最后更新时间： 17天前
Managing Director / Executive Director / Director, Relationship Management, Wealth Management
Royal Bank of Canada>Hong Kong, Hong Kong You will be responsible for building, developing and maintaining long term client relationships by drawing on your already strong personal contact network.
As the Relationship Manager, you will be r...展示更多上次更新时间：30 天前
Operation Assistant to Relationship Manager (Wealth Management | UHNW )
DNA Recruit Partners LimitedHong Kong We are seeking a proactive and client-focused Assistant Relationship Manager (ARM) to support our ultra-high-net-worth (UHNW) wealth management team.
In this role, you will assist Relationship Manag...展示更多上次更新时间：30 天前
Managing Director / Executive Director / Director, Relationship Management, Wealth Management
0000050567 Royal Bank of Canada, Hong Kong BranchHong Kong, Hong Kong As the Relationship Manager, you will be responsible for building, developing and maintaining long term client relationships by drawing on your already strong personal contact network.Providing adv...展示更多上次更新时间：30 天前
Assistant Relationship Manager
HK10 - BJB Bank Julius Baer & Co. Ltd., Hong Kong BranchHong Kong At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth.Let’s shape the fu...展示更多最后更新时间： 15天前
Assistant Manager, Client Services, Wealth Management
CITIC CLSAHong Kong Ensure thepleteness and consistence for the client’s account on boarding documents with sales / account executive’s justification, including handling enquiries in relation to but not less than Indiv...展示更多最后更新时间： 9天前
Manager / Assistant Manager, Wealth Management (Insurance Product)
Airstar Bank LimitedHong Kong To identify customers' financial needs and provide professional financial planning analysis, advice and solution on wealth management.
Maintain and manage good relationships with customers and to en...展示更多上次更新时间：30 天前
Wealth Management Sales
Morgan McKinleyHong Kong Strategic planning for business development.Bring in new pool of clients and maintain good relationships with exisiting HNW clients.
Understand clients' needs in wealth planning and manage well thei...展示更多最后更新时间： 17天前
Branch Relationship Manager (Wealth Management / 25K – 50K / Permanent)
Epro Telecom Services LimitedHong Kong Provide personal banking services at branches.Identify the financial needs of existing and prospective customers, including products and services.
Offer suitable financial products and services, suc...展示更多上次更新时间：30 天前
Private Wealth Management Manager
Futu Securities International (Hong Kong) LimitedHong Kong Building tight relationship with VIP clients toplete team AUM and revenue target.Work closely with IA and product team and provide investment portfolio analysis and advices to the clients according...展示更多最后更新时间： 13天前