Our client seeks to appoint a fully qualified and experienced CRS/ Wealth manager with at least 6 years
Our client seeks to appoint a suitably qualified and experienced CRO with at least 3-5 years direct experience
service to customers / members that visit the clients offices and to deliver on the scheme service level required customer focus standards are delivered Client service delivery and quality Follow procedures goals and targets Operating Model Engage with clients to ensure swift resolution of queries and provide Specific deliverables: Operating Model: -Engage with clients to ensure swift resolution of queries and provide
Our client is a boutique wealth management company offering affluent clients wealth planning strategies a driven Client Portfolio Analyst. This role supports Portfolio Managers in managing client investment investment portfolios by analysing client situations, mandates, and team preferences. Your close collaboration Investment team ensures effective portfolio management. Business, Economics, or Investment related degree, preferably
Our client is a boutique wealth management company offering affluent clients wealth planning strategies a driven Client Portfolio Analyst. This role supports Portfolio Managers in managing client investment investment portfolios by analysing client situations, mandates, and team preferences. Your close collaboration Investment team ensures effective portfolio management. Business, Economics, or Investment related degree, preferably
Minimum requirements:
You will form part of the Client Onboarding and Restructures Team, which is a global team split across diverse remit, covering clients, products and trading markets across the globe. The Client Onboarding Manager for our client when communicating with their clients and external parties during the client take-on process for co-ordinating all aspects of institutional client transitions and proactively liaising with all parties Operations, Client Operations, Finance, Fund Operations, Investment and Implementation Teams and Client Group
Business Development Manager required in the Banking Sector Responsibilities: Develop and implement strategic strategic plans to achieve business growth objectives in alignment with the company's overall goals and and targets. Identify and pursue new business opportunities within the banking sector, including but but not limited to corporate clients, financial institutions, and other key stakeholders. Build and maintain maintain strong relationships with existing clients while actively seeking opportunities to upsell additional
The Client Relationship Consultant (CRC) is primarily responsible for establishing relationships through through engaging with prospective clients and existing clients. Through these engagements, the CRC will new business through identifying prospective clients' needs and infiltrating their existing client base relationships with their existing client base through the implementation of various Client Relationship Audits (CRA) (CRA) to ensure high levels of client satisfaction thereby maintaining client retention ratios. The CRC is
exposure to multiple organisations and industries. The Client Relationship Consultant (CRC) is primarily responsible relationships through engaging with prospective clients and existing clients. Through these engagements, the CRC new business through identifying prospective clients' needs and infiltrating their existing client base relationships with their existing client base through the implementation of various Client Relationship Audits (CRA) (CRA) to ensure high levels of client satisfaction thereby maintaining client retention ratios. The CRC is