Relationship Management Professional

Join to apply for the Relationship Manager role at Wellington Management 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...

Join to apply for the Relationship Manager role at Wellington Management 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...

**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...

Job Description We are seeking an experienced professional to fill a key role in our organization. Deliver expert financial guidance on a range of products and services, including investment, wealth management, and other financial solutions. Acquire high-value customers and deepen existing relationships. Bulletproof strong, long-term connections with...

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...

**Relationship Manager We are a newly setup Multi Family Office, whereby we believe employees are our greatest assets. We strive to provide a workplace that embraces a diverse yet inclusive corporate culture and encourages personal development so as to nurture the potential of employees, hence creating true values and provide better support for our...

Multi Family Office expanding and looking to hire experienced Private Bankers/Relationship Managers. **Responsibilities**: - Develop business plans, define market strategies and acquire/manage clients to drive sustainable profitable growth - Identify business opportunities and provide market insights and trusted advice to clients - Have a strategic view of...

**Key Responsibilities**: - Proactively identify and develop relationships with potential Accredited Investors and Institutional Investors, offering investment solutions that align with their financial goals. - Collaborate closely with the Marketing Director and Fund Managers to execute strategic sales plans that meet our existing and potential clients'...

Key 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 potential risks and...