support. Work closely with Specialist departments and in-house sales team to facilitate a best in-class client experience... sales and retail locations. Our trusted global marketplace is supported by a network of specialists spanning 40 countries...
, or Sales Specialist. Strong understanding of banking regulations and workflows, including credit modeling, portfolio... and demonstrate clear ROI benefits. Collaborate with Sales to maintain customer health scores, identify engagement risks, and drive...
strategy, preparing relevant marketing materials, positioning suitable products, coordinating sales and execution..., and monitoring portfolio performance. Maintain regular contacts with clients via calls, meetings and any other marketing events...
and Family Office Exposure Job Duties Contribute to the growth, penetration and marketing of mandates & discretionary... portfolios Assume the mandate specialist to attend clients’ pitch and advise them on strategic investment & asset allocation...
schedule. Manage the project Issues and Risks. Take over newly awarded project from Sales Specialist (SS) and Sales Engineer... sales specialist personnel in the qualification of Major Account customer needs and performing pre‑demo needs analysis...
Client Services Assistant Manager/Manager, Asian-Based Family Office Expansion Headcount in the HK Office Sales... and Family Office Exposure Contribute to the growth, penetration and marketing of mandates & discretionary portfolios Assume...
or Business Management. At least 3 years successful experience in CRM system management or Marketing/Sales specialist position... closely with Sales and Marketing teams to develop and implement Segmentation & Targeting strategies, ensuring alignment...
growth, penetration and marketing of mandates & discretionary portfolios Assume the mandate specialist to attend clients... Degree holder with at least 5 years of relevant sales support experience acquired from International Private Banks, Global...
and commercialization of the fund services products; Conduct product planning, product lifecycle management, and marketing to support... regulations/infrastructure, market practices or through synergies with other product groups; Act as a product specialist to the...
investors Requirements Degree holder with at least 4 years of relevant sales support experience acquired from International... Institutional Clients and Family Office Exposure Job Duties Contribute to the growth, penetration and marketing of mandates...
& Portfolio Specialist teams to ensure the continued viability of client objectives and to ensure coordination of a client...'s overall strategies and needs. Actively participate in marketing and promotional activities for customer acquisition...
schedule. Manage the project Issues and Risks. Take over newly awarded project from Sales Specialist (SS) and Sales Engineer... sales specialist personnel in the qualification of Major Account customer needs and performing pre demo needs analysis...
and economic environment, and collaborate with cross-functional stakeholders, including the investment team, sales, marketing...-related teams to enhance client communication and drive sales efforts. Represent the investment teams (including indexing...
and economic environment, and collaborate with cross-functional stakeholders, including the investment team, sales, marketing...-related teams to enhance client communication and drive sales efforts. Represent the investment teams (including indexing...