Relationship manager 在 Hong Kong、香港 工作

+Resumen del puesto · Ayuda al gerente de clientes a gestionar los asuntos diarios, establece relaciones con los clientes existentes. · +Ayuda a los gerentes de clientes en la gestión diaria de sus asuntos. · Establece relaciones con los clientes existentes. · ...

该职位来源于猎聘 一、岗位职责(Responsibilities) 在ARM团队及持牌人员的指导下协助完成以下非受规管支持性工作: 客户与账户支持协助整理高净值客户机构客户基础信息账户资料及沟通记录 维护CRM系统中的客户数据确保信息准确合规及时更新 协助处理客户日常运营类需求资料传递流程协调等 投后与运营支持 协助整理投后报告净值更新产品说明材料 跟进基金产品运营节点与内部投研运营合规团队沟通协调 支持定期或不定期的客户服务报告准备工作 内部协作与资料管理 协助准备ARM相关内部汇报材料数据统计及PPT 参与ARM流程优化客户服务标准化支持性项目 协助 ...

Sr Relationship Mgr for High Net Worth Individuals (HNWI) to strengthen and expand the organisation's network of high-net-worth donors advancing vital programmes in China and beyond. · ...

The Relationship Manager role is an integral part of the Relationship Management department at Xapo Bank. · The Role will be responsible for managing an assigned portfolio of both institutional and retail accounts. · Relationship Managers are responsible for building relationship ...

+Develop and maintain customer relationship with Small and Medium Enterprise (SME) clients. Explore new business opportunities and actively participate in the marketing and selling of bank's financial services including trade finance, bills and loans business etc. · ...

We want energetic, knowledgeable, and persistent individuals who can work independently, · build strong relationships, and help take our business to the next level. · ...

We want energetic, knowledgeable and persistent individuals who can work independently, build strong relationships and help take our business to the next level. · ...

This global financial exchange platform is looking for a relationship manager to acquire new clients and grow these accounts through a value-driven approach. · Exceed individual and team KPI targets in deposits, volume, and revenue. · Engage, retain, and expand your customer port ...

+ResponsibilitiesAct as the main contact for clients · Handle full payroll services · +RequirementsBachelor's degree in HR or Business · ...

We are seeking an experienced Relationship Manager specializing in Chinese / Greater China high-net-worth clients. The ideal candidate will bring a strong network of PRC, Hong Kong, or cross-border clients, deep understanding of Chinese client investment behaviour, and the abilit ...

Main Responsibilities Manage and grow a portfolio of clients who need financial services and customized products to meet their financial needs builds solid profitable relationships with clients with a focus on deposit acquisition pricing and sales development Execute strategies t ...

As a Relationship Manager at ARK Hong Kong, you will serve as a trusted advisor to High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) individuals and families. · Innovative Platform: Access to exclusive, forward-looking investment products centered on the 'Future of Finance' an ...

We are seeking an experienced Relationship Manager (RM) with strong expertise in developing and managing High-Net-Worth (HNW) clients to join Noah Holdings Hong Kong. This role emphasizes independent client acquisition and relationship cultivation, offering comprehensive global w ...

We're looking for people who meet the minimum qualifications for this role. The preferred qualifications are great to have, but are not mandatory. · As a Sales Development Representative (SDR), you should be excited about engaging with prospects to find out about their needs, ade ...

Provide professional advisory services to clients on public/private funds and other investment products. · ...

· This role is responsible for managing the full client lifecycle from acquisition to servicing and ongoing relationships. · Manage and oversee the full client onboarding lifecycle · ...

Based out of our Hong Kong office, this role will be focused on generating and qualifying leads that will build Airwallex's Hong Kong Enterprise sales pipeline. As a Sales Development Representative (SDR), you should be excited about engaging with prospects to find out about thei ...

This role involves providing full range of wealth management services to a designated portfolio of High-Net-Worth customers. · ...

Support the development and maintenance of retail banking customer relationships and promote and cross-sell retail banking products. · Support the development and maintenance of retail banking customer relationships · Promote and cross-sell retail banking products · Assist in ach ...

We are hiring for a reputable Chinese securities firm that is committed to delivering world-class financial solutions and exceptional client service. · ...