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Jobs

Relationship Management

Job Title: Relationship Management
Contract Type: Permanent
Location: Singapore
Industry:
Reference: 4_180618
Contact Name: Peggy Khoo
Contact Email: peggykhoo@aquissearch.com
Job Published: June 18, 2018 12:44

Job Description

Responsibilities:

  • Manages overall relationship profitability of key clients with complex needs
  • Delivers proactive account management, not limited to; understanding client goals & objectives, implementing a strategic relationship process, develop and maintain client specific business plans, deepening existing client relationships, assisting plan sponsor in managing fiduciary responsibilities, ensure client is aware of company groups’ products and service capabilities and identify opportunities to increase assets under management
  • Fosters growth of relationships with clients within assigned territory
  • Develops and maintains strong client relationships
  • Preparation and execution of successful in-person and/or phone meetings, including plan reviews
  • Ensure compliance with policies and procedures related to all aspects of the position and keep informed of new legal, regulatory, and tax developments
  • Support new business sales/growth efforts and working closely with the team

Requirements:

  • Min. diploma in Finance, Banking or other Professional Certificates such as STEP etc.
  • Min. 5 – 8 years of working experience in fiduciary or related field