Client Relationship Management
17 hours ago
**Relationship Management**
Serve as the primary point of contact for assigned clients.
Build and maintain strong, long-term client relationships.
Conduct regular check-ins and reviews to assess client satisfaction.
- **Client Advisory**
Understand clients’ financial goals, needs, and risk profiles.
Provide suitable recommendations on financial products and services.
Coordinate with internal specialists to deliver holistic financial solutions.
- **Account Management**
Oversee onboarding of new clients and ensure smooth account setup.
Monitor client portfolios and provide updates or reports as needed.
Address and resolve client inquiries, issues, or complaints promptly.
- **Business Development**
Identify opportunities to cross-sell or up-sell financial products and services.
Support acquisition of new clients through referrals and networking.
Collaborate with the sales team to achieve revenue and growth targets.
- **Compliance and Documentation**
Ensure all client interactions adhere to regulatory and internal compliance requirements.
Maintain accurate records of client communications and transactions.
Assist in preparing documentation for audits or regulatory reviews.
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Singapore Brookfield Asset Management Full time $120,000 - $240,000 per yearLocationSingapore - 138 Market Street, CapitaGreen, #32 01Business - Global Client GroupBrookfield is one of the world's largest alternative asset managers, distinguished by a 100+ year heritage of owning and operating assets and businesses that form the backbone of the global economy. Brookfield's Global Client Group provides insights and solutions designed...
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Singapore Brookfield Asset Management Full timelocations- Singapore- time type- Full time- posted on- Posted Today- job requisition id- R2036399- 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,...
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Client Relationship Manager
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Client Relationship Manager
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Client Relationship Manager
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Client Relationship Manager
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Singapore TRITON AI CONSULTING PTE. LTD. Full time**Responsibilities**: - Provides consulting and private client services to the firm's existing customer base. - Embarks on a proactive relationship management to strengthen and deepen relationship with existing clients, hence building a strong foundation for customer growth. - Understands clients' personal and corporate needs, and recommend suitable and...
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