Implement effective sales and servicing strategy to ensure high customer satisfaction level Work closely with Client Servicing... of regulatory obligations and relevant company policies Work closely with Marketing Team and Client Portfolio Managers (CPM...
effective sales and servicing strategy to ensure high customer satisfaction level Work closely with Client Servicing Team... of regulatory obligations and relevant company policies Work closely with Marketing Team and Client Portfolio Managers (CPM...
client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning.... Your primary goal is to enhance client experience and assist our resources with delivering a complete wealth management solution...
, exceptions are logged, monitored & followed-up and through Work with relationship managers, risk managers, policy and internal... to address difficult issues and say what needs to be said (speak-up) Relationship Focus: build strong business and customer...
all client call records including call reports Assist the Banker in deepening the existing client relationship through deep-dive... strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments Assist the Banker...
contact to signing of the deal, and then maintaining a good client relationship, as well as take part in market analysis... pipeline You should provide leadership in client relationship management, address clients' business needs and constraints...
with customers or Relationship Managers to obtain updated client information Liaise with internal stakeholders mainly from line 1... activity inconsistent with client profile and file UTRs where required Collaborate with business users and project team...
. Client Relationship Management Build and maintain long-term relationships with clients. Conduct regular reviews to adjust... & Advisory Assess clients' financial situations, needs, and goals. Provide tailored financial advice on insurance, investments...
Job Description: Our client is one of the world's leading US law firm, which has made significant investments... in Singapore, to drive the development, execution and advancement of the firm's most critical client-centric business development...
Job Description: Our client is one of the world's leading US law firm, which has made significant investments... in Singapore, to drive the development, execution and advancement of the firm's most critical client-centric business development...
closely with trading, research, relationship management and our colleagues offshore. Why this role is important to us The... Sales, Officer, you will Interaction with clients across client segments to include as well as Asset Manager, Asset Owner...
a building or growing client relationships in global markets, there’s something here for everyone. Our depth of expertise spans...-use. Lead project meetings and presentations; ensure client is adequately briefed on project progress. Develop a comprehensive...
materials to attract investments from ASEAN countries Build a relationship with potential investors in ASEAN countries... in speaking and writing English and Korean in order to liaise with Korean client and headquarter Excellent Communication...
and local, by providing information, connection to partners and access to government incentives for their investments... campaign teams, client-facing divisions, and senior management) and translating them into a coherent media plan...
understanding of the investment and advisory businesses, including product development, structuring, client relationship management..., and developing key client and government relationships. S/he will be an integral part of the CTA management team as well as the Asia...
adopt best practices and service offerings and ensure customers achieve ROI for Oracle investments Operational - Lead the... sales discussions with the client , run the bid pack and proposal approvals with the global risk management and business...
the client’s financial portfolio Conduct Financial Needs Analysis and recommend appropriate solutions Assist clients... relationship with clients Job Requirements: A Level, Polytechnic Diploma or Bachelor’s Degree (preferred) in any field Loves...
prospective investors and cultivate client relationships. As analyst, the role will help evaluate investment decision-making... - and preparation of market reports, ongoing tracking of investment performance across its Japan investments and subsequent reporting...
of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help... to cater to each client’s needs. Coupled with partnerships within the DBS network and with global institutions, we strive...
for our business in APAC on security matters and maintain a productive working relationship between security, technology teams and the... relating to project, regulatory liaison or assessment, client reporting as well as supporting ongoing business operations...