Relationship Management Assistant

**JOB DESCRIPTION** - Assist the Relationship Managers with maintaining and further developing existing clients designated under their care. - Support the Relationship Managers on delivering & upkeeping top quality KYC & Investment Profiling on all clients and ensuring records are kept and updated frequently and as timely as possible. - Ensure clear and...

**JOB DESCRIPTION** - Assist the Relationship Managers with maintaining and further developing existing clients designated under their care. - Support the Relationship Managers on delivering & upkeeping top quality KYC & Investment Profiling on all clients and ensuring records are kept and updated frequently and as timely as possible. - Ensure clear and...

The company is now looking to bring on a highly motivated individual to help us sustain the expansion of our business. **Assistant Relationship Manager** **Job Description**: 1) Client Onboarding - KYC / Due Diligence - Account Opening with various Private Banks in Singapore 2) Client Servicing - Daily banking activities - Trade Execution and Reporting -...

**About Us We 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 access your motivations,...

This is a full-time hybrid role for a Relationship Manager at FXHB Asset Management. The Relationship Manager will be responsible for managing client relationships, identifying new business opportunities, and providing financial advice. This role is located in Singapore, with some work from home flexibility. Qualifications Excellent interpersonal and...

Roles & ResponsibilitiesWe are a premier fund management firm specializing in delivering tailored investment and trading solutions to accredited and institutional investors. We are looking for a motivated and client-focused Relationship Manager (RM) to expand our investor base. The ideal candidate will excel in providing personalized, high-touch client...

Roles & ResponsibilitiesWe are a premier fund management firm specializing in delivering tailored investment and trading solutions to accredited and institutional investors. We are looking for a motivated and client-focused Relationship Manager (RM) to expand our investor base. The ideal candidate will excel in providing personalized, high-touch client...

**About Us** We 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 access your...

**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...

Rsponsible for providing administrative and client service support to Relationship Managers (RM) **Responsibilities**: Provide administrative and client service support to Relationship Managers Respond to all client enquiries and instructions Monitor transactions and activities in client accounts Maintain client data and reports, such as: contact lists,...

**Description** **ROLE SUMMARY**: As a sales and relationship management specialist, you will be responsible for providing support throughout the entire sales cycle from analysing data/trends, cold calling, lead prospecting, account management and negotiating with C-level influencers. You will be responsible for proactively selling and promoting Osttra’s...

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...

**About Us** We 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 access your...

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions...

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions...

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions...

Job DescriptionWe are seeking a seasoned Client Relationship Manager to join our team at SKILLSFORCE MANAGEMENT CONSULTANCY PTE LTD. As a key member of our organization, you will play a crucial role in driving customer satisfaction and loyalty by managing and optimizing client relationships.Main ResponsibilitiesAct as the primary contact for clients,...

As a International Relationship Manager at Conduit Group, you will play a pivotal role in fostering and managing relationships with our personal financial advisory clients, with a focus on Irish clients and having an Irish referral network. The job will require a minimum of 20 years of experience in financial markets and different markets. You will be...

**The Job** **Assistant Relationship Manager** We offer a position to support the growth of our client relationship management team. Unlike traditional banks and fund management houses, we do not focus on buying AUM by hiring RM, but our main priority is rather to mentor and train you to eventually become the best RM to our clients. We support work-life...

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 robust body of proprietary research and a collaborative culture that...