Relationship Management Specialist

**Description** **ROLE 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...

**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 objectives; - Build up and maintain business relationships with the portfolio of customers; - Formulate and execute sales and marketing strategies for wealth...

1. Provide private banking / professional wealth management and investment services to Greater China HNW individual clients (insurance, bonds, funds, equities etc.) based on their investment needs and objectives; 2. Enhance existing clients' portfolios through offering suitable wealth management solutions within our diversified range of products in...

About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that...

About UsWellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that...

**Role Summary PACES provides Relationship Managers (RMs) with a unique opportunity to harness the potential of their relationships and capitalize on them strategically. This innovative platform enables RMs to benefit from a more substantial share of the revenue they generate, surpassing what traditional banks and similar alternatives can offer. The...

As a International Relationship Manager at Conduit Group, you will play a pivotal role in fostering and managing relationships with our personal financial advisory clients, with a focus on Irish clients and having an Irish referral network. The job will require a minimum of 20 years of experience in financial markets and different markets. You will be...

Job Highlights * Cohesive work environment * Supportive culture encouraging growth and development * Personalized training and coaching Experienced Investment Specialists/Relationship managers/Insurance specialists/Private Bankers wanted Individuals with less than 1 year experience will be considered for the role of a Junior Relationship Manager and...

Responsible for marketing and sales to new and existing SME customers in Singapore Responsible for hire purchase loan, mortgage loan, property loan, machinery loan, commercial loan etc Responsible for due diligence and sites visit/inspection Responsible for the review of existing clients’ loans/facilities Writing credit proposals to senior management...

Responsibilities: - Provide one-stop financing solutions to SMEs/large corporates including listed companies and personal loans - Identify & develop new accounts and build long term relationships - Manage existing portfolio & maintain strong customer relationship with key accounts - Analyze financial statements and provide sound recommendations - Cross-sell...