Assistant relationship manager

Position Overview:We are seeking a dynamic and motivated Assistant Relationship Manager to join our team. The ideal candidate will support the Relationship Manager in managing client relationships, providing personalized service, and assisting with various administrative tasks to ensure smooth operations within the firm.Responsibilities:Client Relationship...

Roles & ResponsibilitiesJob SummaryThe Assistant Relationship Manage position is to provide administrative support to all Relationship Managers in the Sales Department.Job Description Generate and maintain Sales reports for the department and the Relationship Managers. Ensure all trades are adequately executed and recorded in the Sales Blotter timely. ...

Roles & ResponsibilitiesAbout UsWe are a Training Provider that 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...

Roles & ResponsibilitiesAbout UsWe are a Training Provider that 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...

Roles & ResponsibilitiesOur client is a leading international bank specializing in private wealth management offering tailored investment solutions and personalized financial services to HNWI/UHNWI.about the job Assist in managing client relationships and handling administrative tasks to ensure efficient transaction processing and client service. Gain a...

Roles & ResponsibilitiesRole SummaryThe Assistant Relationship Manager will play a key role in supporting the business development team in client onboarding, managing client queries and transactions, coordinating trade placements, and handling other related tasks. This role requires excellent communication, organisational, and analytical skills, as well as a...

Roles & ResponsibilitiesRole SummaryThe Assistant Relationship Manager will play a key role in supporting the business development team in client onboarding, managing client queries and transactions, coordinating trade placements, and handling other related tasks. This role requires excellent communication, organisational, and analytical skills, as well as a...

Responsibilities Assist in managing client relationships and handling administrative tasks to ensure efficient transaction processing and client service. Gain a thorough knowledge of the bank's products and services to help RMs deliver tailored financial solutions. Handle account openings, transactions, and investment orders accurately and promptly. Acting...

Whether you’re at the start of your career or looking to discover your next adventure, your story begins here. At Citi, you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks. We’re fully committed to supporting your growth and development from the start with extensive on-the-job training and...

Roles & ResponsibilitiesResponsibilities1. Handle account opening, deposit, withdrawal, account operation, rate adjustment and other issues for high-net-worth clients2. Follow up and track the account transactions of high-net-worth clients, receive and understand their needs and potential needs3. Assist manager in coordinating internal resources to meet...

Roles & ResponsibilitiesResponsibilities1. Handle account opening, deposit, withdrawal, account operation, rate adjustment and other issues for high-net-worth clients2. Follow up and track the account transactions of high-net-worth clients, receive and understand their needs and potential needs3. Assist manager in coordinating internal resources to meet...

ResponsibilitiesHandle account opening, deposit, withdrawal, account operation, rate adjustment and other issues for high-net-worth clientsFollow up and track the account transactions of high-net-worth clients, receive and understand their needs and potential needsAssist manager in coordinating internal resources to meet customer needsManage daily...

My client is an established bank renowned for their strong, stable platform and cohesive company culture. They are currently looking for successful individuals to join them as Assistant Relationship Managers in the Greater China Market to support the team. As a successful individual, you will work closely with a team of industry veterans. This is an...

Job SummaryWe are seeking a highly skilled and detail-oriented Senior Administrative Coordinator to support our HR and Admin functions at Relationship Studio PTE. LTD.The successful candidate will be responsible for providing administrative assistance, coordinating employee training sessions, managing employee records, and maintaining compliance with local...

業種金融・保険求人内容ポジションタイトルAssistant Relationship Manager職種営業アシスタントお仕事内容Assistant Relationship...

Roles & ResponsibilitiesResponsibilities: Assist in the development of Customer Relationship Management (CRM) which includes Investor Capital relationship management, Investors database, and capital raising process and methodology of the Company, including but not limited to assisting client on boarding, assisting in the investors KYC/AML requirements, and...

Roles & ResponsibilitiesResponsibilities: Assist in the development of Customer Relationship Management (CRM) which includes Investor Capital relationship management, Investors database, and capital raising process and methodology of the Company, including but not limited to assisting client on boarding, assisting in the investors KYC/AML requirements, and...

Roles & ResponsibilitiesResponsibilities:· Assist in the development of Customer Relationship Management (CRM) which includes Investor Capital relationship management, Investors database, and capital raising process and methodology of the Company, including but not limited to assisting client on boarding, assisting in the investors KYC/AML requirements, and...

Roles & ResponsibilitiesResponsibilities:· Assist in the development of Customer Relationship Management (CRM) which includes Investor Capital relationship management, Investors database, and capital raising process and methodology of the Company, including but not limited to assisting client on boarding, assisting in the investors KYC/AML requirements, and...

Key Responsibilities are as follows: 1. Preparation of new loan transactions, credit reviews, and investment memorandums for submission to the credit committee for approval and parent company for consultations. 2. Assist senior relationship manager in customer account management, including negotiating contracts and loan agreements. 3. Track and monitor the...