Relationship Management

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...

DescriptionROLE SUMMARY:As a sales and relationship management specialist, you will be responsible for providing support throughout the entire sales cycle from analysing data/trends, cold calling, lead prospecting, account management and negotiating with C-level influencers. You will be responsible for proactively selling and promoting Osttra's services to...

Responsibilities: Develop existing and new client relationships Conduct financial analysis and profiling sessions with clients to meet their financial needs and objectives Understand clients' background and drive the KYC due diligence as a first line of defence, so as to comply with all regulations, policies and standards in line with the internal...

Roles & ResponsibilitiesKey Tasks And Responsibilities• Client On-Boarding:• Work closely with Relationship Managers, Clients and Custodian banks to facilitate the collection of relevant documents in accordance with the prevailing account opening procedures and local regulations.• Analyze AML risks associated with the client, identify and escalate...

LocationCollyer Quay Centre - 16 Collyer Quay, #19-00Brookfield CultureBrookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work...

Degree holder, with min. 1-2 years of credit and sales experience covering local SMEs preferred. A fervent individual who is selfdriven and possesses the willingness to take on additional initiatives to drive the overall business strategy. Strong interpersonal skills, with the ability to connect with customers Sound analytical skills with the ability to...

Relationship Manager Responsibilities: Maintaining a deep knowledge of company products and services. Building and maintaining strong relationships with prospective and existing clients. Researching and pursuing new business opportunities. Identifying clients' needs and requirements and proposing suitable solutions. Providing clients with comprehensive...

By becoming a relationship manager at Summit Planners, you can help your customers achieve the financial security they need and desire. When you see the difference that you can make, the sense of fulfilment is beyond your imagination.Unlimited income potentialYou can set your own pace and establish your own income objectives. You are the master of your...

Responsibilities for Relationship Manager - Farmer Role:Create and enforce plans that will help meet the needs of customers Build longterm relationships with clients and customers Work quickly to address and resolve customer issues Notify the sales team of new sales and crossselling opportunities Become familiar with the competition to stay ahead of them...

Develop strategies to grow the CRM database across all consumer touch points in the marketDrive the CRM distribution strategy, including facilitating any local content creationPartner with IT and external vendors to create the necessary technical infrastructure to support the programCreate and implement plans for rolling out the strategy in close...

About 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 access your motivations,...

About 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 access your motivations,...

Job details Location Singapore Salary S$ S$90000 per annum Job Type Permanent Ref BBBH132410_ Working Environment Fully inoffice Posted 17 minutes agoJob summaryWe're searching for driven and skilled relationship managers to join our client's growing team As a relationship manager, you will be in charge of fostering strong relationships with clients,...

Blue Altitude Capital is seeking results-oriented Relationship Managers to join our team.This position reports to the Managing Director of Blue Altitude Capital.Responsibilities: Acquire and build longterm relationships with high networth clientele and their families; Manage clientele portfolios and provide regular market information updates; Work with...

Job Summary:We are looking for a Relationship Manager to oversee and maintain strong relationships with our Small and Medium Enterprises (SMEs) clients. As a Relationship Manager, you will be responsible for ensuring that our SMEs clients receive excellent customer service, managing their accounts, and identifying new business opportunities. You will work...

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...

Requirements4 -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 & 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...