Main Responsibilities: The role of the Private Wealth Management Relationship Manager (RM) is to understand the client requirement, ensure superior service and provide regular updates to the client on financial markets developments and on clients’ portfolios
Job Description: Provide support for product due diligence and product risk ratings reviews and approvals Conduct ongoing product monitoring and reviews Maintain and ensure completness of product review documentations and records Develop, maintain and provude support
Job Responsibilities: - Act as primary contact with clients from Hong Kong and Mainland China market for day to day account administration and servicing - Assists Clients in account opening and account maintenance in accordance with
A role which will allow the success candidate to act as primary contact with clients for day to day account administration and servicing Job Responsibilities: Acts as primary contact with clients from HK and Mainland China
Job Responsibilities: Acts as primary contact with clients from HK and Mainland China market for day to day account administration and. Job Responsibilities: Acts as primary contact with clients from HK and Mainland China market for
Main Responsibilities : Support in budgeting, forecasting and strategic planning for each team Prepare various financial and performance. Main Responsibilities : Support in budgeting, forecasting and strategic planning for each team Prepare various financial and performance
Job Responsibilities: - Act as primary contact with clients from Hong Kong and Mainland China market for day to day account administration and servicing - Assists Clients in account opening and account maintenance in accordance with
Job Responsibilities Assist in analyzing the existing market risk reports, streamline the different workflows through automation and process. Job Responsibilities Assist in analyzing the existing market risk reports, streamline the different workflows through automation and process
This position primarily involves in the front-to-end process to implement the Company’s product strategy and provide support to the Company’s relationship managers in relation to fund including mutual and private fund regulated activities. In this regard,
Support the account opening process through the review of new account documentation Job Responsibilities Support the account opening process through the review of new account documentation Review on the new client records creation and ongoing data
Main Responsibilities: The role of the Private Wealth Management Relationship Manager (RM) is to understand the client requirement, ensure superior service and provide regular updates to the client on financial markets developments and on clients’ portfolios
For further information about our Company, please visit our website: https://www.cmbi.com.hk/en-US/ Responsibilities Analyze downstream data needs and provide end-to-end solutions to deliver on key projects and programs Create business requirement documents, functional requirement documents, project plans,
Main Responsibilities: The role of the Private Wealth Management Relationship Manager (RM) is to understand the client requirement, ensure superior service and provide regular updates to the client on financial markets developments and on clients’ portfolios
For further information about our Company, please visit our website: https://www.cmbi.com.hk/en-US/ Job Responsibilities Responsible for IT budget management, including budget collection, communication with the demand department budget, docking with the financial sector budget management, budget summary,
Support the account opening process through the review of new account documentation Job Responsibilities Support the account opening process through the review of new account documentation Review on the new client records creation and ongoing data