Wealth Management Specialist

Wealth Relationship ManagerThis role involves managing and growing the bank's affluent customer segment in terms of investable assets, fee income, and customer numbers. Key responsibilities include implementing customer acquisition strategies, collaborating with internal teams to deploy Premier Banking strategies, and client engagement and relationship...

OverviewJob Summary: Responsible in servicing and maintaining accounts of high net worth clients. Assists the Relationship Managers with tasks and projects being undertaken.What will you contribute?Assists the Relationship Manager (RM) in regularly and continuously servicing Wealth Management clients that provide substantial businesses to the Bank in terms...

The Management Trainee program is designed to create future leaders with strong marketing and customer orientation, setting graduates on the path to accelerated career development within the Bank.Job SummaryAccelerated career pathIn-depth knowledge of banking operations, revenue generation, product innovation, and service deliveryExposure and hands-on...

Key ResponsibilitiesWe are seeking a skilled and experienced Relationship Manager to join our team. The primary role will be to drive business growth by prioritizing high-net-worth clients for innovative financial solutions and cross-selling, ensuring customer satisfaction and retention.In this capacity, you will be responsible for generating and maintaining...

Senior Executive-Training-Process Training - BPO (Complex)In this role, you'll make an impact in the following ways:Build a scalable, world-class learning and education program for Capital Markets – Transfer Agency and Treasury Services.Create an enjoyable, energized, cohesive, and relevant learning experience across learning academy.Manage allocation of...

**Portfolio Rebalancing Associate Role Overview**We are seeking a detail-oriented and proactive Portfolio Rebalancing Associate to oversee our portfolio rebalancing system. In this role, you will be responsible for implementing investment allocation models, managing clients' requests for funds, monitoring cash balances, executing trades on a weekly basis,...

Key Performance Management Specialist RolesWe are seeking a skilled Performance Management Specialist to join our team. In this role, you will play a crucial part in designing and implementing performance tracking systems that drive employee success.Responsibilities include:Analyzing job descriptions to identify key performance indicators (KPIs) that align...

As a Performance Management Specialist,you will design and manage systems that track and improve employee performance. Your role is focused on setting KPIs, creating evaluation tools, and ensuring performance aligns with company goals.Key Responsibilities:Analyze job descriptions to identify key performance indicators (KPIs).Create performance evaluation...

Job Title: Client Service AssociateThis is a unique opportunity to work as a Client Service Associate and be part of a team that provides exceptional service to high net worth clients. As a key member of the Wealth Management team, you will play a vital role in servicing and maintaining client accounts, ensuring their banking needs are met with efficiency...

Relationship Manager (Wealth Management)Get AI-powered advice on this job and more exclusive features.Direct message the job poster from China Bank PHHuman Resources Assistant | Registered PsychometricianResponsible for managing full-service banking relationships while providing exceptional customer experience to a portfolio of high net-worth customers;...