Client Relationship Specialist

Roles & ResponsibilitiesClient Relationship AssociateA client relationship associate is responsible for client relationships before and after the sale process is complete. The candidate handles a variety of queries in person, on the telephone and via emails as they relate to all transactional aspects of bidding, buying, selling and post-sale activities. He...

Sales and Relationship Building Specialist Opportunity at Aura OrgWe are looking for a sales and relationship building specialist to join our team and contribute to the growth of our organization.About the RoleThis role involves representing clients and engaging in face-to-face interactions at events and roadshows to enhance revenue and drive growth.Key...

Roles & ResponsibilitiesTitle: Customer Relationship SpecialistYou are expected to be confident and highly motivated.You are expected to be fast learner and have great communication skills.Job Description:-Arrange sales appoitments with new prospect-Contacting existing clients/customers to update them on company updates-Handle admin and sales work-Able to be...

Roles & ResponsibilitiesJob PurposeICE Data Services is seeking an exceptional and highly motivated onboarding specialist to join a fast-paced Global Delivery Team. The Client On-Boarding Specialist is an integral part of ICE Data Services overall operational workflow which contributes significantly to the overall success of the business.In this role, the...

Roles & ResponsibilitiesTitle: Customer Relationship SpecialistYou are expected to be confident and highly motivated.You are expected to be fast learner and have great communication skills.Job Description:-Arrange sales appoitments with new prospect-Contacting existing clients/customers to update them on company updates-Handle admin and sales work-Able to be...

Roles & ResponsibilitiesJob Description:As a Client Relationship Manager, you will be the primary point of contact for our clients, ensuring they receive personalized, high-quality service. You will manage client accounts, assist with policy inquiries, provide guidance on product offerings, and work with internal teams to deliver tailored solutions. Client...

SPO - JiaHao is a leading financial services provider looking for a talented Financial Portfolio Manager to join our team. As a Wealth Manager, you will play a key role in helping clients plan and manage their financial portfolios.About the Role:Provide tailored wealth management solutions to meet the financial goals of clientsOffer exceptional customer...

Roles & ResponsibilitiesGrowth opportunities Dynamic and creative work environmentAbout Our ClientOur client is a business and corporate services advisory firm offering a comprehensive range of solutions, including company incorporation, financial and banking services, investment migration, and wealth management. Their clientele primarily consists of...

Roles & ResponsibilitiesPosition Overview:TOL Consulting is seeking a motivated and skilled Client Relationship Manager to join our team. The ideal candidate will be responsible for maintaining and enhancing relationships with clients while ensuring that they receive exceptional service in corporate advisory, business setup, and immigration services. This...

Roles & ResponsibilitiesThe Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers.Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team...

Roles & ResponsibilitiesLead Generation & SalesIdentify, prospect, and reach out to potential clients through networking, referrals, cold outreach, and digital channels. Develop and execute sales strategies to generate new business opportunities. Convert leads into long-term clients by pitching agency services effectively.Client Relationship...

Roles & ResponsibilitiesWhat you'll do:As a Client Service Specialist in the Private Wealth sector, your role will be multifaceted. You will be responsible for liaising with various business units, ensuring compliance with policies and procedures, resolving client queries promptly, and understanding the overall relationship between the client and the bank....

Roles & Responsibilities[Job ID: 969679]A Banking Client Onboarding Specialist is responsible for managing the end-to-end process of onboarding new clients to the bank, ensuring a seamless and efficient experience. This role involves verifying and collecting necessary documentation, performing KYC (Know Your Customer) and AML (Anti-Money Laundering) checks,...

Roles & ResponsibilitiesOrder ID: 947798]Overview This exciting opportunity is with a leading international bank as they look to onboard an experienced Client Management Specialist as part of expanding their business outreach.Responsibilities:Actively engage with corporate and investment banking teams to align on business priorities, resolve issues, and...

Business Function DBS Treasures is a leading wealth management platform in Singapore, uniquely positioned to cater to the diverse requirements of both Onshore and Offshore affluent clientele. Our comprehensive offerings provide clients with a seamless and all-encompassing banking experience, complemented by an extensive array of wealth management...

Roles & ResponsibilitiesNothing beats the satisfaction of making a meaningful difference to someone else's life. This is an opportunity for you to turn this into a career with us in Income. As a Client Relationship Manager, you are key to our multi-channel distribution strategy and you will be required to provide high value consultative financial advisory...

Roles & Responsibilities[Job ID: 969679]A Banking Client Onboarding Specialist is responsible for managing the end-to-end process of onboarding new clients to the bank, ensuring a seamless and efficient experience. This role involves verifying and collecting necessary documentation, performing KYC (Know Your Customer) and AML (Anti-Money Laundering) checks,...

Roles & ResponsibilitiesJob Order : 610130ResponsibilitiesTo conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs / objectives. To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products. ...

Main responsibility: Dialogue with our clients to understand their business objectives and challenges. Prospect new commodity customer relationships and manage existing portfolio. The usual duties of relationship manager include account opening, credit proposal/reviews, KYC and review, post lending management, cross-selling, system handling, document...

Roles & ResponsibilitiesResponsibilitiesDevelop and maintain client relationships with High Net Worth (HNW) individuals with the goal of increasing assets-under-management and providing additional services and products. Acquire new clients by leveraging relationships with existing clients and partnering with referral sources. Develops and implements...