Client service 职位在 香港

岗位职责: · 1.负责机构/渠道客户的维护,指导销售做好客户的对接; · 2.能够独立完成开拓机构/渠道客户的工作,基于客户情况制定销售策略,负责新机构客户的营销,完成年度制定的销售任务; · 3.完成机构客户定期报告及其他不定期需求,做好销售数据分析; · 4.协助机构团队管理及公司机构销售体系建设与优化。 · 任职资格: · 1.本科以上学历,市场、金融、经济等专业,8年以上金融机构/渠道机构销售类工作经验,其中5年以上资管行业机构/渠道客户销售经验; · 2.了解公募基金公司运作体系和产品体系,具有扎实金融行业知识; · 3.中英文流利(包括粤语 ...

About the Role Support the Client Solutions team in delivering high‑quality client servicing and sales support activities. · ...

The Client Service & Policy Administration Manager is responsible for leading the client service and policy administration functions for Life insurance business. · This position requires handling policy transactions and enquiries from customers and intermediaries, · and partners ...

Job Duties: · Oversee client onboarding and new account opening requests from the Front Office, managing the full end‑to‑end KYC process. · Analyze client ownership structures using public sources or corporate documentation to fulfill comprehensive KYC due diligence requirements. ...

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...

This role acts a support to the Relationship Management team, delivering excellent services to both RMs and clients in line with internal controls and procedures. The client services officer will strengthen client relationships by understanding needs, proactively delivering banki ...

We are looking for a dedicated client service manager to join our client success team. As the guardian of our client experience you will manage the full client lifecycle and deliver white-glove service handling all incoming enquiries complaints and feedback with the highest level ...

A Custody and Asset Services provider client is seeking a mid-level Client Services & Administration Analyst to join the team. You will be responsible for maintaining good relationships with clients and prospective clients. · ...

We are supporting a large-scale trustee migration and client onboarding programme for a leading financial institution.The Client Service Lead will act as the primary interface between institutional clients, trustee relationship teams, and internal delivery teams throughout the mi ...

+Job summary · The Client Services Officer represents Christie's to clients and the general public. She/he will be the first point of contact for our company, providing exceptional customer service to clients, visitors and employees at Christie's counter.Handle general client (in ...

We are looking for candidates who possess the following attributes: · Excellent command of the languages of English (written and verbal). · Excellent communication and persuasion skills. · Outstanding client service skills and a strong awareness of risks.In this role, you will ...

This role supports business development with marketing initiatives and collateral. The client services executive will build and strengthen client relationships to achieve long-term partnerships. · ...

Euroclear Bank is seeking a Client Services Liaison to handle client inquiries, provide excellent service, and deliver valuable insights. The ideal candidate will possess strong communication skills, risk awareness, and ability to multitask. · ...

In this role, you will create a client-centric culture within the company by focusing on client satisfaction through an enhanced service model. · ...

Provide overall administrative support to the corporate banking business. · ...

We're on a mission to change the way businesses make decisions with our cutting-edge AI technology. · We're looking for passionate people to join our open and unconventional workplace. · Our inclusive environment welcomes skills and experiences from diverse backgrounds. ...

The Client Service Manager is responsible for delivering high-quality service and support to institutional and corporate clients within MUFG Retirement Solutions HK Limited. · ...

A prestigious global finance institution is hiring for the Trainee Program for Private Wealth Management Division (UHNW) in 2026. · About the Role · Supporting Private Bank Relationship Managers in building and maintaining relationships with clients. · ...

Want to accelerate your career in a high-energy commercial role? If you're competitive, a confident communicator on the phone and in person, and hungry to grow fast our Associate role at Third Bridge could be your next big move. · ...