Relationship Manager

Job Description & RequirementsWe are looking for a Relationship Manager to build and preserve trusting relationships with our customers, client, suppliers and any other third parties. You are depended to find ways to outperform our competition and maintain our company's positive image.To succeed in this role, you should be an excellent communicator, able to...

Requirements 4 -7 years of direct client relationship management experience in wealth management / investment advisory sales Recognized university degree and relevant certification Proven track record in client acquisition and retention success Disciplined, with deep understanding of Compliance and Regulatory framework of the industry Extensive investment...

Requirements 4 -7 years of direct client relationship management experience in wealth management / investment advisory sales Recognized university degree and relevant certification Proven track record in client acquisition and retention success Disciplined, with deep understanding of Compliance and Regulatory framework of the industry Extensive investment...

Roles & ResponsibilitiesOverview of role Sourcing and onboarding of new offshore clients Understand needs, objectives and risk profile of clients Advise clients on investment ideas / opportunities and other wealth management services and ensure investment suitability and timely execution Regular review of investment portfolios and risk profiles with...

Roles & ResponsibilitiesAbout UsWe are a Training Provider who goes beyond the books and traditional theories to discover your strengths, blind spots and needs, coach you on managing the sensitivity in every relationship, and recommend what works best – helping you achieve a high self-mastery level of self-awareness and personality integration. We also...

Roles & ResponsibilitiesOur client, a leading bank in Asia, is looking to hire Relationship Managers to join their retail banking division.about the jobAs a Relationship Manager, you will responsible for: Promoting and offering a diverse range of banking products to both existing and prospective clients. Providing expert financial analysis and delivering...

Our client, a leading bank in Asia, is looking to hire Relationship Managers to join their retail banking division.about the jobAs a Relationship Manager, you will responsible for:Promoting and offering a diverse range of banking products to both existing and prospective clients.Providing expert financial analysis and delivering tailored wealth management...

Roles & ResponsibilitiesRole Responsibilities: Acquire new customers and market the company's suite of products through various channels to generate revenue growth. Actively and proficiently oversee the entire sales process, including presenting credentials, posing relevant questions, delivering solution pitches, negotiating, closing deals, and...

Roles & ResponsibilitiesJob Description: Provide banking/professional wealth management and investment services to HNW individual clients (insurance, bonds, funds, equities etc.) based on their investment needs and objectives; Build up and maintain business relationships with the portfolio of customers; Formulate and execute sales and marketing strategies...

Roles & ResponsibilitiesJob Description: Provide banking/professional wealth management and investment services to HNW individual clients (insurance, bonds, funds, equities etc.) based on their investment needs and objectives; Build up and maintain business relationships with the portfolio of customers; Formulate and execute sales and marketing strategies...

Roles & ResponsibilitiesYour new companyThis organisation, widely recognized on the international stage, holds a prominent position in the banking sector.Your new roleYou will be required to manage clients’ assets, build strong relationships, ensure service quality, conduct financial analysis, provide updates, manage investments, and advise on financial...

Roles & ResponsibilitiesGENERAL DESCRIPTIONThe Relationship Manager is the primary point of contact between the clients and the Bank. He/she acts as an ambassador for the Bank externally and is a role model internally. He/she is responsible for the proactive management of a portfolio of High Net Worth/Ultra High Net Worth private clients. This includes the...

Job Description:Provide banking/professional wealth management and investment services to HNW individual clients (insurance, bonds, funds, equities etc.) based on their investment needs and objectivesBuild up and maintain business relationships with the portfolio of customersFormulate and execute sales and marketing strategies for wealth management and other...

Roles & ResponsibilitiesRole / Responsibilities: Portfolio Management on a Discretionary and Advisory basis Setting up of dedicated funds, etc., Family Office Legacy Planning Trust and Fiduciary Services, etc Ensure coverage of all relationships through client engagement, risk profiling and financial planning Demonstrate an in-depth understanding of...

Roles & ResponsibilitiesResponsibilities Develop new businesses and managing existing customers relationships Responsible for achieving company objectives and revenue targets Able to increase the value of current client asset size and attracting new ones Advise clients on investment products and services. Able to identify potential customers and convert...

Roles & ResponsibilitiesResponsibilities Develop new businesses and managing existing customers relationships Responsible for achieving company objectives and revenue targets Able to increase the value of current client asset size and attracting new ones Advise clients on investment products and services. Able to identify potential customers and convert...

GENERAL DESCRIPTIONThe Relationship Manager is the primary point of contact between the clients and the Bank. He/she acts as an ambassador for the Bank externally and is a role model internally. He/she is responsible for the proactive management of a portfolio of High Net Worth/Ultra High Net Worth private clients. This includes the delivery of comprehensive...

Roles & Responsibilities1) Willing to perform night shift work and min 2 years of night entertainment working experience2) Capable to achieve monthly plan sales target set by company3) Help plan monthly sales promotional strategies for our outlet4) Required to bring in new customers to spend in our outlet5) Maintain good relationship and update ad hoc...

Roles & ResponsibilitiesOverviewThis position is responsible for advising and maintaining client relationships in the marketing function.Main Duties Develops and maintains client relationships. Responsible for achieving annual revenue targets and objectives Trusted advisor who succeeds in maintaining a group of dedicated clients. Builds market share;...

Roles & ResponsibilitiesAbout us:iHarvest Wealth Management (“iHarvest”) is a licensed financial advisory firm specialising in a wide range of financial solutions for both individual and corporate clients.We are dedicated to forge a lifelong partnership with our clients and help to build the better life that they desire. From wealth management to...