Relationship Management Executive

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...

About UsWellington 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...

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 OpportunityOur client, a leading global private bank, is seeking a high-caliber and detail-oriented Assistant Relationship Manager (ARM) to join their top-performing North Asia Private Banking cluster (servicing Greater China and select regional UHNW/HNW clientele). This critical role is the operational and client-servicing backbone for our Relationship...

**Job Description**: - Provide banking/professional wealth management and investment services to HNW individual clients (insurance, bonds, funds, equities etc.) based on their investment needs and objectives; - Build up and maintain business relationships with the portfolio of customers; - Formulate and execute sales and marketing strategies for wealth...

As an ARM, you will work alongside Relationship Managers to ensure the seamless delivery of banking, investment, and credit solutions to clients. You will play a critical role in managing client relationships, handling day-to-day requests, and ensuring compliance with internal and regulatory standards.Key Responsibilities:Serve as the primary point of...

The Role Responsibilities - Manager portfolio of client relationships and deliver against financial targets - Prospect and onboard new client relationship to grow the bank’s revenue - Advise and tailor recommend appropriate banking products (Trade, Lending, FX etc.) according to client’s needs. - Engage in ongoing monitoring and oversight to effectively...

ResponsibilitiesMedia Relations: Build and maintain strong relationships with journalists, influencers, and media outlets to secure positive press coverage for the events, promotions, and initiatives.Content Creation: Draft and distribute press releases, media advisories, speeches, and talking points to effectively communicate news and key messages.Strategic...

Responsibilities:Build and manage long-term relationships with high-net-worth clients.Provide tailored wealth management and investment solutions.Drive client acquisition through proactive business development.Partner with product specialists to deliver comprehensive financial advice.Ensure compliance with internal and regulatory...

Assistant Relation Manager **Job Descriptions** Work closely with Relationship Manager to provide wealth management and planning solutions to the client. Execute the action plans and follow up closely with third parties (eg, CPA, financial institutions, legal counsel and trust companies) to ensure the goals are achieved. Duties include but not limited...