
Portfolio Relationship Associate
2 weeks ago
About the Role
We are seeking a Portfolio Relationship Associate to join our Wealth Management division. As a key member of our team, you will be responsible for supporting Relationship Managers in delivering exceptional client service and investment management.
Key Responsibilities- Support Relationship Managers in managing clients' portfolios in line with their investment goals and preferences
- Act as a primary point of contact for financial intermediary clients, responding to inquiries in a timely manner and maintaining accurate records
- Handle administrative tasks efficiently, including cash handling
You will work closely with a team of experienced professionals to provide excellent support and contribute to the growth and success of our business.
We offer a dynamic and supportive work environment that encourages continuous learning and professional development. If you are passionate about delivering exceptional client service and have a strong desire to learn and grow, we encourage you to apply for this exciting opportunity.
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Associate, Portfolio Management
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Singapore Keppel (Fund Management & Investment) Full timeJoin to apply for the Associate, Portfolio Management role at Keppel (Fund Management & Investment) Join to apply for the Associate, Portfolio Management role at Keppel (Fund Management & Investment) Get AI-powered advice on this job and more exclusive features. Assist in developing, and implementing the Trust strategies and guidelines to meet the...
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Relationship Management Associate
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Portfolio Associate
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Associate, Portfolio Implementations
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Financial Relationship Management Associate
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Singapore J.S.F Full timeClient Relationship Management: - **Building and Maintaining Relationships**:Associates play a key role in fostering and nurturing strong relationships with existing clients, providing excellent customer service, and addressing their needs and concerns. - **Supporting Relationship Managers**:They work closely with relationship managers to support their...
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Relationship Associate
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Singapore Westpac New Zealand Full timeRelationship Associate, Corporate Banking Queenstown Full time, Permanent position Mō te tūranga | About the role Working as part of a team of Corporate Banking Relationship Associates, you will provide credit and financial analytical expertise on a portfolio of accounts. You will demonstrate in depth knowledge and understanding of the customer,...
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Portfolio Development Associate
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Associate Portfolio Manager
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Portfolio Associate
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Associate Relationship Manager
6 days ago
Singapore Julius Baer Full timeAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. Are you ready to take your career to the next level? Join our prestigious 36-Month Associate Relationship Manager Program,...