CLIENT RELATIONSHIP MANAGER – INVESTMENTS recruitment
Description:The successful individual’s main responsibilities within this role are to develop sound business relations with investment consultants across the UK and overseas and to undertake specific industry information for the firm as required.Core Responsibilities:Co-ordination, provision and communication of all regular and ad hoc information to consultants.Manage proactive relationship with a wide range of investment consultanciesWork closely with product groups to develop and deliver suitable marketing materials.Maintain and expand investment knowledge and develop a detailed understanding Read more […]
Client Relationship Manager, Officer recruitment
Job Description – Officer, Client Relationship for Hong Kong GS clientsCoordinates and manages an enterprise wide view of and approach to the mid-levels of clients with global business, and potential/actual decision makers of our services.• Manages and builds the business relationship with assigned client base; conduct regular client service review and discussion• Serves as focal point with assigned clients for the collection and resolution for all service enquiries and issues as well as provides consistent messaging to clients• Explores and identifies cross-sell opportunities and targets Read more […]
Client Relationship Manager – Cash Deposits recruitment
They are looking for an experienced Relationship Manager to manage existing client accounts, the existing deposit book and identify new opportunities in raising liquidity and provide input in the overall development of the banking business. The origination of cash deposits would be through intermediaries and IFA’s. As part of the role you will also be required to Identify referral opportunities and partner with the other areas of the bank in delivering solutions and a first class service to their clients, whilst adhering to risk and compliance procedures.In terms or experience, you will have experience Read more […]
CLIENT RELATIONSHIP MANAGER, GLOBAL SERVICES, SINGAPORE recruitment
KEY RESPONSIBILITIES• Responsible for overall relationship management of assigned accounts, proactive account planning ongoing contact initiatives for larger customers, and profitability of assigned clients. • Build and enhance current relationships with key clients as well as developing potential future pipelines. Also responsible for cross-selling and marketing of products across State Street. • Maintain the highest level of client contact ultimate responsibility for the company’s relationship with and retention of existing accounts.• Has superior product/process knowledge of both Read more […]
Client Relationship Manager – Germany, Switzerland & Austria recruitment
Responsibilities: – Incorporate product knowledge, cultural awareness and business judgment to ensure that prospects and clients are provided with the optimal mix of the firm’s resources;- Coordinate new account set-ups/transitions;- Analyse performance data, investment characteristics and risk profiles of client portfolios;- Ensure compliance with client guidelines and applicable regulations, in liaison with Legal and Compliance colleagues;- Prepare standard and customised client reports, including monthly and quarterly portfolio summaries and performance attribution analyses; – Understand each Read more […]
Client Relationship Manager – Benelux & Scandinavia recruitment
Responsibilities: – Incorporate product knowledge, cultural awareness and business judgment to ensure that prospects and clients are provided with the optimal mix of the firm’s resources;- Coordinate new account set-ups/transitions;- Analyse performance data, investment characteristics and risk profiles of client portfolios;- Ensure compliance with client guidelines and applicable regulations, in liaison with Legal and Compliance colleagues;- Prepare standard and customised client reports, including monthly and quarterly portfolio summaries and performance attribution analyses; – Understand each Read more […]
Client Relationship Manager – VP recruitment
Reporting to the Head of Client Services, you will be instrumental in managing key relationships with institutional and retail clients. You will serve as a day to day point of contact for clients on service delivery and managing internal coordination with Fund Managers, Operations, Compliance and Marketing. You have 8 years of experience in a similar capacity in an asset management house. You have experience/exposure in life insurance business. You are client focused and able to work well in a dynamic and international environment. You possess first class communication skills and have a good Read more […]
Client Relationship Manager – Italian market recruitment
In order to primarily serve Italian customers, we are seeking to fill the position of Customer Relationship Manager for the Italian market. Based in London you will receive incoming account opening applications from Italian clients. The CRM is in charge of the KYC documentation collection and verification during the account opening process and liaises with the company’s Compliance Officer during Anti-Money laundering checks. She/he also receives incoming transaction requests and processes them when applicable, being available over the phone to answer customer’s questions and guide them when Read more […]
Client Relationship Manager – French recruitment
Key Responsibilities • Account Management- Maintain and develop strong relationships with key contacts at assigned clients (incl. brokers) as well as internal department (incl. Sales Managers) and maintain regular communication – Ensure the communication link between client and the company departments works smoothly or is established – Solve problems and pro-actively establish client satisfaction – Deal with client queries independently and within agreed turnaround time – Host or attend client meetings and visits, if and when required including preparing necessary documentation – Maintain Read more […]
Middle Office – Client Relationship Manager – AVP recruitment
Job Title: Operational Client Relationship Manager Corporate Title: Assistant Vice President Group: Middle Office Purpose of the Role: The role is part of the global OCRM client service team within the Middle office. The OCRM owns the overall relationship from a post execution perspective and acts as an escalation point and advisory contact across OTC Derivatives, Cash Securities, FX, Commodities and Loans for specific clients. The team is in regular contact with clients either via conference calls or visits to ensure Citi are meeting the clients’ expectations and service levels. If there are Read more […]