- Responsibilities: Work with Relationship Managers to enhance client relationships, expand wallet share, and attract high-net-worth prospects.Support Head of Wealth Management in risk oversight for sales and advisory.Develop frameworks for fair client dealings and conduct risk mitigation.Ensures comprehensive disclosures for new investment products before launch.Resolve concerns proactively.Manage vendor relationships, negotiations, agreements, and ongoingResponsibilities: Work with Relationship Managers to enhance client relationships, expand wallet share, and attract high-net-worth prospects.Support Head of Wealth Management in risk oversight for sales and advisory.Develop frameworks for fair client dealings and conduct risk mitigation.Ensures comprehensive disclosures for new investment products before launch.Resolve concerns proactively.Manage vendor relationships, negotiations, agreements, and ongoing
- About The CompanyOur client is an established Private Bank with a global presence. As part of their expansion plans, we are looking for an experienced Assistant Relationship Manager to join the team!About The JobProcess client payment orders, executing securities, funds, bonds and other tradesTo liaise closely with various stakeholders to investigate and resolve any client enquiries or issuesAssist in account opening process and the maintenance of client dAbout The CompanyOur client is an established Private Bank with a global presence. As part of their expansion plans, we are looking for an experienced Assistant Relationship Manager to join the team!About The JobProcess client payment orders, executing securities, funds, bonds and other tradesTo liaise closely with various stakeholders to investigate and resolve any client enquiries or issuesAssist in account opening process and the maintenance of client d
- Responsibilities: Work with Relationship Managers to enhance client relationships, expand wallet share, and attract high-net-worth prospects.Provide tailored investment insights and portfolio strategies to support relationship managers within the PB space Manage a portfolio of high-value accounts, actively identifying opportunities aligned with clients’ financial goals and market conditions.Evaluate individual risk profiles and investment preferences to reResponsibilities: Work with Relationship Managers to enhance client relationships, expand wallet share, and attract high-net-worth prospects.Provide tailored investment insights and portfolio strategies to support relationship managers within the PB space Manage a portfolio of high-value accounts, actively identifying opportunities aligned with clients’ financial goals and market conditions.Evaluate individual risk profiles and investment preferences to re
