Client Management

About This RoleThis position supports front-end customer managers in coordinating institutional client needs, exploring demands, and assisting with front-end tasks. It involves maintaining daily client relationships.Key ResponsibilitiesAssist in the onboarding of new clients by front-end customer managers.Organize client information, manage CRM systems,...

Description du poste Outline of the Position: Handle KYC review of the new private banking clients and other issues related to client onboarding Key Responsibilities: Handle all matters fallen under client onboarding matters (including KYC/ Client Due Diligence (CDD)/ Client Risk Assessment (CRA) reviews) of CAIS-HK Perform account opening...

Job SummaryWe are seeking a skilled Client Onboarding Specialist to join our team at Indosuez Wealth Management. As a key member of our Middle Office, you will be responsible for handling KYC reviews and other client onboarding matters.Key Responsibilities:Perform KYC/CDD/CRA reviews for new private banking clientsProvide support to the Head of Client Middle...

ROLE DESCRIPTION AND PURPOSE The key responsibility of Institutional Sales Team HK is to build up and grow business relationships with various types of HK & Macao institutional clients including Sovereign Wealth Funds, Pensions, Insurance Companies, Commercial Banks, Endowments, etc. This role will be an essential part of this team and be responsible for...

Job DescriptionRole OverviewWe are seeking a highly skilled Senior Client Onboarding Specialist to join our team at Indosuez Wealth Management. As a key member of our Middle Office, you will be responsible for handling KYC reviews of new private banking clients and other issues related to client onboarding.Key ResponsibilitiesPerform account opening...

OverviewWe are seeking a highly skilled Client Onboarding Specialist to join our team at Indosuez Wealth Management.About the RoleThis is a key position responsible for ensuring compliance with regulatory requirements and internal policies during the client onboarding process.Main Responsibilities:Conduct thorough KYC/CDD/CRA reviews to verify client...

Our client is a well funded series a startup promoting the Anime & Manga culture in the form of mobile streaming and gaming platform The RoleAs a Generative AI Engineer, you will play a crucial role in contributing to cutting-edge animation and illustration projects. You will be responsible for:Conducting research in machine learning techniques, specifically...

About the OpportunityThis is a fantastic opportunity to join Fidelity's Client Propositions function as a Solutions Associate.As a Solutions Associate, you will be part of a globally-integrated team that connects client needs to Fidelity's investment capabilities in the form of products, solutions and services.Purpose of Your RoleYou will support...

Core Responsibilities:We are seeking a highly skilled and experienced High-Net-Worth Client Relationship Manager to join our team at Gopher Asset Management. This is an exciting opportunity for individuals with strong interpersonal skills, a proven track record in the financial industry, and a passion for delivering exceptional client experiences.The...

JOB DESCRIPTION Make an impact with NTT DATA Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion – it’s a place where you can grow, belong and thrive. Your day at...

Job Description Make an impact with NTT DATAJoin a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion – it’s a place where you can grow, belong and thrive.Your day at NTT...

About the RoleThe Client Manager will be responsible for managing and growing relationships with assigned regional clients to drive expansion and renewals across all solution areas. This role requires advanced planning skills to coordinate the interaction of multiple NTT DATA role-players in different geographies during the sales engagement. The ideal...

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe...

About the RoleWe are seeking a highly skilled Client Service Manager to join our APAC coverage team. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients in the region.Key ResponsibilitiesRespond to client inquiries and resolve issues in a timely and professional manner.Oversee the update of...

JOB DESCRIPTION Make an impact with NTT DATA Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion – it’s a place where you can grow, belong and thrive. Your day at...

Job Description Make an impact with NTT DATAJoin a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion – it’s a place where you can grow, belong and thrive.Your day at NTT...

Job SummaryWe are seeking a skilled Client Success Manager to join our team at Preqin. This role will involve managing and growing existing client relationships through subscription renewals and expansion, uplifts, and cross-selling of additional products.ResponsibilitiesDevelop a deep understanding of our clients' organizational structure, workflows, and...

Job Description Make an impact with NTT DATAJoin a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion – it’s a place where you can grow, belong and thrive.Your day at NTT...

Job DescriptionMake an impact with NTT DATAJoin a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion – it's a place where you can grow, belong and thrive.Your day at NTT...

Unlock Your Potential as a Commercial Client Manager at AlphaSightsAbout the RoleWe are seeking a highly motivated and organized individual to join our Client Service team as a Commercial Client Manager. In this role, you will be responsible for delivering exceptional client service, managing multiple projects simultaneously, and developing strong business...