dashboards, generate customer relationship management (CRM) reports, evaluate business activities based on CRM perspective... sources to support overall loyalty program development strategies and initiatives Prepare regular reports for management...
Our client, a well established Private Banking group is looking for Dealing and Relationship Management professional... efficiency enhancement projects such as process automation Conduct User Acceptance Tests for customer management systems...
Job Highlight Wealth Management Clients Relationship Management; Applicants with a minimum 2 years of experience... in the financial industry are welcome; Direct working experience in wealth management or client relationships is preferred...
manner Strong relationship management, collaboration with experience of positive, challenging interactions with stakeholders... is a leader in the development of services and processes that are designed around the customer and enable the firm to demonstrate...
in customer portfolio management Holder of relevant insurance and investment licenses and compliance with related Continuing... banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people...
in customer portfolio management Holder of relevant insurance and investment licenses and compliance with related Continuing... banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people...