of client orders Job Summary The Investment Advisor will work closely with Relationship Managers to provide appropriate... with Relationship Managers to produce account plans aimed at developing the client relationship including growth of assets...
Relationship Managers, Client Service Managers and Wealth Management Operation (WMO) teams. Responsibilities Operational.../ initiatives as required. Sales and Maintenance Support - Perform quality checking of client forms / documents before submission...
Liaise with Relationship Managers to produce account plans aimed at developing the client relationship including growth...JOB SUMMARY Investment Advisor will work closely with Relationship Managers to provide appropriate overall investment...
memos and client presentation materials related to investment manager recommendations, portfolio updates, and other thematic... discussion topics Ensure integrity of sales process and compliance with internal policies and regulatory requirements. firm...
within the crypto or finance sectors, focusing on client acquisition and relationship management. Responsibilities include...A leading global blockchain company is seeking a Blocktrade Business Development Manager in Hong Kong to expand its...
for the sales results of the Watches & Jewellery category for your store Welcome every Client and deliver exceptional... new Clients, leveraging the different clienteling tools to engage and build long-term Client relationship; manage a wide...
The Company Our client is seeking a detail-oriented and proactive Case Management Specialist to join their dynamic... of case submissions, serving as a critical link between the sales platform and underwriting team. The Role Ensure timely...
for after-sales operation supports, including data entry, data verification contract send out and report handling... the timely distribution of client-related documents and gifts. Preparing letters, reports, and other necessary documents...
with the Sales team to better understand client needs and effect cross-sell across various Products Analysts are responsible... as transactor/risk manager across all areas of the FX Product family. JOB DIMENSIONS Asset classes: Foreign Exchange Client...
group of clients; understand client risk appetite, investment preference and return expectations Liaise with Relationship... Managers to produce account plans aimed at developing the client relationship including growth of assets and profitability...
, you will act as a dedicated relationship manager, guiding clients through the onboarding process and liaising with external vendors... to convert client mandates into active accounts, ensuring clients’ needs and bespoke requirements are met with accuracy...
to grow WTW revenue by managing and driving sales and client development in this high growth area Leading client sales in the... relationships while pro‑actively engaging with Lead Relationship Managers and Account Directors for specific client relationships...
Responsibilities: Maintain good relationship with existing customer and develop potential client base. Engage... with Customer Relationship Manager to boost up Insurance business. Requirement: Passed IIQE Paper 1 , 2, 3 is MUST Pass...
for after-sales operation supports, including data entry, data verification contract send out and report handling... the timely distribution of client-related documents and gifts. Preparing letters, reports, and other necessary documents...
, customer focused with effective client relationship and communication skills Possess strong sense of responsibilities..., you will act as a bridge between Sales, Customer Service and Policy Administration to provide expert advice and solutions...
Transition Management, you will act as a dedicated relationship manager, guiding clients through the onboarding process... across multiple internal teams to convert client mandates into active accounts, ensuring clients' needs and bespoke requirements...
, relationship management, or client servicing. Strong analytical, organizational and communication skills, with the ability... transaction flow. Provide comprehensive sales administration support to ensure smooth daily operations of the sales team...
: University degree with honors in economics, finance, business, mathematics or a related discipline Solid relationship manager... Relationship Managers exploring wealth investment opportunities. Through joint meeting with Premier customers to understand...
in business development, sales pipeline management, and customer relationship management. Strong understanding of ocean freight... developing strategic partnerships, managing sales pipelines, supporting pricing strategies, and collaborating with internal...
to sales and operational process through working closely with PB and TPC Relationship Managers, Client Service Managers... opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client’s needs...