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... Manager to join their team. This role supports the BDM and CEO of this team, with coordination and client services support. Responsibilities: Manage and escalate client issues and concerns Build and maintain strong client relationships Act as CRM system support, ensure the database is ...

... Manager who provides personal Wealth Management and Investment Management to High-Net Worth individuals and families. If you have the requirements below, please do not hesitate to apply!Responsibilities:Put together asset allocation reports for clientsReview and put together investment ...

... Manager/CEO, efficiently and effectively manage their diary as well as their needsManage and prepare for client meetings, quarterly, bi-annual, and annual reviewsManage communication with high-net-worth clients and internal stakeholdersManage administration, ensure smooth day-to-day ...