Client Advisor / Investment Management / Relationship Management/ High net worth recruitment

The Company:Our client is a well known, fast growing, innovative investment management company who manages and administers assets for high net worth and private clients.The Role:To gain new high quality direct clients and introducers, and to maintain and develop the business with existing clients and introducers.To present and discuss the appropriate proposition and to produce and follow through individually tailored proposals to reflect the proposition discussed/agreed.To convert such introducers into fully signed up introducers with specific short, medium and long term plans and actions agreed Read more […]

April 13, 2012 • Tags: , , , , • Posted in: Financial • Comments Off on Client Advisor / Investment Management / Relationship Management/ High net worth recruitment

Manager / Senior Manager / Associate Director, Relationship Management, Wholesale Banking, Singapore Market recruitment

Reporting to Team HeadKey ResponsibilitiesAcquire top tier Middle Market/Large local Corporate clients in Singapore, fully understand their needs and aspiration, and to work with product partners and risk management for value added banking solutions for our clients To know the customer best by understanding their strategic priorities, opportunities risks and to achieve influence with and provide access to the client’s key decision makers so as to increase the bank’s wallet share  To work with product and risk partners in formulating and executing a coherent account strategy for each client Read more […]

March 9, 2012 • Tags: , , , , , , • Posted in: Financial • Comments Off on Manager / Senior Manager / Associate Director, Relationship Management, Wholesale Banking, Singapore Market recruitment

Relationship Management, Director recruitment

Main Objectives :- “Client Coverage” of a selected portfolio of Large Corporate clients for the bank.- Originate key clients’ transactions with primary focus on strategic deals.- Follow up execution, leading, when needed, high level deal team.- Propose capital allocation (globally and between products) and decide of allocation between products.- Propose trade-offs on pricing and between products, in the framework of the existing CIB process.- Drive the mobilization of required business lines resources.- Risk monitoring and exposure management on the client portfolio.Key Results Areas:- Build Read more […]

December 5, 2011 • Tags: , , , • Posted in: Financial • Comments Off on Relationship Management, Director recruitment

Relationship Management – Director recruitment

* Creation and maintenance of a detailed territory plan as part of the local Country Sales Strategy* Maintain 30/60/90 day activity plans* Aggressively contacting clients with determined effort to sell services while preserving goodwill and a professional image* Establishes a relationship team comprising cross functional experts to support and contribute to the overall value proposition and to maximize the effectiveness of the sales and relationship strategy* Negotiate fee agreements within agreed profitability parameters, growth and market share objectives* Quarterbacks frequent relationship reviews Read more […]

April 20, 2011 • Tags: , , • Posted in: Financial • Comments Off on Relationship Management – Director recruitment