Client Relationship Associate

As a key member of our team, the Client Relationship Associate will play a vital role in ensuring the smooth operation of our client accounts. This will involve reviewing and processing various forms, including updates, W8Bens, and third-party authorisations. The successful candidate will also be responsible for conducting thorough name screenings to verify...

**JOB DETAILS** **Job Type** - Permanent **Position Level** - Senior Executive **Qualification** - Degree **Discipline** - Business Studies/Administration **Specialization** - Wealth Management **Sector** - Group Community Financial Services **Experience** - 3 - 10 years **Salary** - Undisclosed **JOB DESCRIPTION** - Client Relationship Associate...

Client Relationship Associate sits in the private banking segment to provide for the private wealth. **Responsibilities**: - To provide sales support to the Private Wealth RMs. - To perform and confirm trade execution with clients and to input trades into Avaloq system. - To perform and confirm new TD placements and renewals with clients - Assist with the...

Considering on how to further enhance your personal brand as an professional? Be part of a culture that provides you an endless opportunity to thrive. Widely recognised as a Leader of Transformation in the accounting industry, Precursor is one of the top 30 accounting firms in Singapore offering audit, tax, accounting and advisory services to over 600 local...

Job Purpose Broking, placing and account servicing of (Professional & Financial Risk) ProFin accounts. To provide programme design, placement, marketing and consultancy services for Lockton's clients in line with agreed account strategies and in accordance with Lockton operating procedures. Insurance advisory on contractual obligations and risk structure....

5 years exp **Roles & Responsibilities** **Role**: As a Relationship Associate, you will work as part of a regional team in cultivating relationships with senior buy-side professionals and gathering the information that gives Coalition Greenwich its competitive advantage in the global consulting market. You will contribute to marketing strategies, and...

JOB DETAILS Job Type Permanent Position Level Junior Executive Qualification Degree Discipline Finance Specialization Private Banking Sector Group Community Financial Services Experience 3 - 5 years Salary Up to 4,000 Client Relationship Associate sits in the private banking segment to provide for the private wealth. JOB RESPONSIBILITIES - To provide sales...

**Job Scope - Relationship Management Associate** - Assist Relationship Managers and fellow Relationship Management Associates in building and maintaining long-term relationships with High Net Worth clients - Responsible for providing support in the opening of accounts/relationships, maintenance, transaction processing and service delivery as per clients'...

Job Summary:SAPPHIRE REINDEER PTE. LTD. is seeking a Business Development Associate to join our team. The successful candidate will be responsible for building and maintaining relationships with customers to enhance brand loyalty.About Us:We are a dynamic organization dedicated to delivering exceptional customer experiences. Our team is passionate about...

**Location** Collyer Quay Centre - 16 Collyer Quay, #19-00 **Brookfield Culture** Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through...

**Relationship Associate** - 12 months contract **The Client** - MNC Bank **The Opportunity** - Provide day-to-day client servicing, handle and provide timely resolution to client requests/issues. - Administer the paper documentations from client and handover/lodge with various operation teams to ensure client's data is most up-to-date. - Takes the lead to...

SOL INVICTUS ADVISORY PTE. LTD.Job ProfileAbout the JobWe are seeking a seasoned Relationship Manager to join our team. As a critical member of our business development team, you will be responsible for driving sales growth, expanding our client base, and ensuring that our clients receive exceptional service and support.Key ResponsibilitiesConduct...

Serve as the first point of contact for clients, addressing their inquiries and issues. - Ensure smooth onboarding of new clients and assist with initial setups. - Maintain ongoing communication with clients to foster positive relationships. - Work closely with the client services team to support clients’ needs. - Provide administrative support to the...

Job Description Summary HarbourVest is seeking a Client Service Associate to join our Client Service Organization. This role will work closely with Account Managers and across HarbourVest functional teams to complete daily inquiries from different clients across all types of funds and accounts. HarbourVest’s clients are primarily institutions including...

About the RoleThis is an exciting opportunity for a Relationship Development Associate to join our team and contribute to delivering exceptional service to Private Banking clients. The successful candidate will play a critical support role in assisting Relationship Managers to effectively manage client relationships.Main Responsibilities:• Develop and...

Responsibilities:To conduct professional financial analysis and profiling sessions with customers to meet their financial needs/objectives.Foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.In consultation with the branch manager/PTL, draw up monthly plans...

Roles & ResponsibilitiesAssociate Relationship Manager (ARM)Job Overview:The Associate Relationship Manager (ARM) plays a critical support role in assisting Relationship Managers (RMs) to effectively manage Private Banking clients. This position encompasses a wide range of activities, including sales, customer service, and administration, ensuring seamless...

Associate Relationship Manager, Priority Clients Maximize new business/acquisition/referral opportunities and deepen existing customer relationships to the specified service standards for the Priority Clients segment. Implementation and oversight of the below individual responsibilities: Conduct a professional, consultative financial analysis and profiling...

We are seeking an experienced Client Relations Associate to join our dynamic team. The successful candidate will be responsible for:Main ObjectivesFostering strong relationships with existing clients, identifying opportunities to upsell and cross-sell bank products and services.Ensuring seamless transaction processing, handling complex transactions up to SGD...

We are looking for a Client Relations Associate to join our team and help us build strong relationships with our clients.About the JobThe successful candidate will be responsible for communicating with clients, responding to their inquiries, and providing solutions to their needs.Key Responsibilities:Respond to client inquiries in a timely and professional...