successful candidate will work closely with a portfolio of clients, providing tailored financial solutions that drive business success...
-assessments for a global oil marketing portfolio Provide guidance on credit risk appetite and asset valuations Monitor sector...
, sharing insights with product and underwriting teams. Participate in portfolio management and assess performance against KPIs...
, include: Project Management will involve overseeing and managing a portfolio of multiple small to medium sized projects...
, include: Project Management will involve overseeing and managing a portfolio of multiple small to medium sized projects...
on market trends and client needs Monitor portfolio performance and provide regular reports and updates Assess risk and ensure... in asset management or portfolio management Strong knowledge of financial markets, investment products, and asset allocation...
Strategy Develop and implement strategy in line with company objectives Plan and manage personal business portfolio...
of experience in financial management. Exposure to investments and portfolio accounting is an advantage. Proficiency in Sage...
for clients in portfolio. Assist the Commercial Director in Request for Proposal Response presentations to potential customers... Maintain a high level of current knowledge of the product portfolio and the benefits of specific products for Accounts as well...
of clients to meet and review their portfolio providing professional financial advice and offerings. Prospect and obtain new...
to implement and drive strategic changes. To manage a large team of client services administrators for a portfolio of funds. Lead...
for a portfolio of funds. Lead the team and manage workflow. This role is focused on the achievement of the SEB Company Strategy...
and achieve mutual satisfaction. STAKEHOLDER MANAGEMENT: Develop trust relationships with a portfolio of major clients... achievement of Key Account Portfolio targets as well as industry performance and trends. Maintain a customer led approach...
and drive strategic changes. To manage a large team of client services administrators for a portfolio of funds. Lead the team...
staff and admin staff. Accountable for the growth and development of the regional portfolio. Annual strategy and budget...
staff. Accountable for the growth and development of the regional portfolio. Annual strategy and budget preparation...
customer lifecycle, articulate and discuss the full portfolio of OFSAA and where relevant related Oracle suites (ERPM...
staff. Accountable for the growth and development of the regional portfolio. Annual strategy and budget preparation...
to maximize profitability. To grow and retain a portfolio of high value banking relationships by performing proactive value adding... a portfolio of important revenue generating client relationships within the defined affluent market segment. Minimum...
and deliverables of the role: Strategic Decision making Market analysis and insight Develop portfolio/brand strategy for sustainable... resources for the portfolio to drive profitable growth with the required and shared accountability to achieve business targets...