Customer Relationship Manager

Our client, a leading bank is now urgently looking for high calibre candidate to join their team.

• Building and maintaining relationships with clients and key personnel within customer companies.
• Conducting business reviews to ensure clients are satisfied with their products and services.
• Alerting the sales team to opportunities for further sales within key clients.
• Letting customers know about other products the company offers.
• Attending meetings with clients to build relationships with existing accounts.
• Liaising with internal departments to ensure client needs are fulfilled effectively.

Relationship Manager, Private Banking

Relationship Manager, Private Banking

Our client, a leading bank is now urgently looking for high calibre candidate to join their team.

• Responsible for identifying, originating and developing client relationships within the high net worth segment, with individuals or families on an ongoing basis to achieve the business strategies stipulated by the Bank.

• Understand clients’ wealth management needs and formulate appropriate solutions to meet the needs based on the clients’ circumstances and risk appetite.

• Provide banking services and execute transactions for clients on a timely and effective manner.

• Monitor clients’ portfolio and provide timely update to clients as appropriate.

• Perform regular reviews with clients to re-assess client’s risk profile, wealth management needs and other customer details.

• Originate, develop and maintain relationship with business partners and assist in the development of marketing and business related projects.

• Perform tasks in accordance with regulatory and compliance requirements.

Finance Manager- PRC Accounting

Our client is a well established company with businesses in different areas such as financial services, property, securities brokerage, education, healthcare etc.

• Manage the overall accounting and financial management of the “financial services” business segment of the company.
• Liaise with the SZ office and PRC counterparts regarding the day to day accounting operations    
• Prepare management reports, including budgeting and forecasting.
• Handle the tax filing procedures
• Participate in ad hoc tasks as and when assigned.

Team Administration Assistant- MNC Financial Services - (small team size)- ...

Our client is a well-established financial services company and we are now seeking a Team Assistant who will support a small team of Relationship Managers

• Degree holder preferred
• Substantial experience in providing secretarial/ administrative support preferably in a small team environment.
• Experience in supporting Sales, Marketing, RM team would be preferred
• Experience in financial services industry is highly preferred.
• Flexible personality, hands on, strong team player
• Dedicated and able to work in a fast-paced and deadline driven environment.
• MS Office proficient.
• Language skills: fluent in English and business conversational Mandarin. Cantonese highly preferred.

Administration Assistant

Our client is a well-established financial services firm and we are now seeking a competent, fast-paced and energetic Administrative Assistant.

• Scheduling meetings
• Travel arrangements
• Calendar management and booking of meeting rooms
• Expense reports
• Answering incoming calls for designated team members
• e-filing
• Correspondence management
• Ad-hoc projects and tasks as assigned.

Accounting Manager- FRR

Our client is a small to medium sized securities brokerage firm with a presence across the APAC regions. We are now seeking a hands-on and dedicated Accounting Manager as follows.

• Handle accounting duties such as full set, balance sheets, FRR.
• Prepare cash flow statements, including forecasts, projections and budgets         
• Prepare monthly, quarterly and year-end reports in a timely manner. 
• Ensure accounting and finance procedures are in compliance with the latest regulations.
• Handle tax filing.
• Liaise with external parties such as banks, auditors etc.
• Participate in ad-hoc projects

Relocation Coordinator- Urgent- candidates with client services/ customer s...

Our client is a well-established relocation services provider and an opportunity arises to be based onsite with a global fortune 500 firm.

• Handle enquiries from transferring employees regarding immigration, relocation, mobility from one country to another etc.
• Liaising with internal business heads
• Interacting and coordinating with external vendors
• Prepare cost estimates and reports 
• Assist in document verification and data validation.
• Upload relevant information, documents and data onto the system in an organized and timely manner.   
• Liaise with internal colleagues based in overseas offices.    
• Participate in ad hoc tasks as assigned

Client facing- Risk Analyst (fresh grads in Mathematics/ Economics/ Risk/ F...

Our client is a well-established consulting and advisory firm and we are now seeking an Analyst- Risk and Client Servicing (insurance/ reinsurance/risk fields preferred).

• Provide support on client relationship management, client servicing etc.      
• Conduct analysis, assist in preparing proposals and work on translation tasks.
• Extract and analyse data in order to gather meaningful information for client's reference.
• Participate in risk assessment projects.
• Conducting market surveying and research and preparing relevant reports
• Assist in ad hoc tasks and projects as assigned.

Customer Service Executive

A well established financial advisory firm with operations in HK and Singapore. Job Highlights • Fresh graduates are welcome • Involve in supporting new business and on-going client services

• Supporting client on-boarding process including preparation of client proposals, Know Your Client process, product presentation, case follow-up, etc.
• Maintaining relationships with clients and partners
• Handling enquiries from clients and partners
• Continuous follow-up such as client reminders, regular review, etc.
• Familiarizing with product information and relevant materials
• Liaising with Insurance companies on clients’ issue
• Facilitating other ad-hoc assignments

Compliance Officer

A well established financial services company. Job Highlights Involve in compliance monitoring and investigation Involve in handling business compliance, licensing compliance with regulators

• Carry out regular compliance checks with recommendations          
• Prepare and update compliance policies and procedures with latest regulatory requirements 
• Review policies and procedures prepared by other departments and provide input to ensure compliance with applicable legal and regulatory requirements 
• Assist in performing ad-hoc projects

Senior Manager- Digital Marketing and Channel Acquisition

Our client is a leading financial services firm and we are now seeking an enthusiastic, innovative and out of the box thinker Digital Marketing and Acquisition expert.

• Drive digital marketing and social media initiatives with the purpose of exploring new avenues and business.
• Lead a small team to execute digital marketing campaigns and promotions.
• Work with business unites to explore marketing ideas, concerts, segmentation etc.
• Initiate methodologies to acquire channels, customers, segments
• Explore and take initiative to understand market trends, new technologies etc
• Work on ad-hoc tasks and projects as assigned.

IT Specialist (Inhouse, Japanese Speaking Role, Banking & Finance, Wanchai,...

*New Headcount in Renowned MNC *Good Work Life Balance *Supportive Team *Generous Package