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- ...rior service and provide regular updates to the client on financial markets developments and on clients’ portfolios; Acquire High Net-Worth Clients & manage existing relationships; Provide appropriate investment advise to the clients based on their needs and risk...
- ...nnels Support the Head of Development in implementing the annual fundraising plan with a focus on corporate, foundation, and high-net-worth donors Manage a pipeline of high-quality corporate, foundation, and major donor prospects through identification, engagemen...
- ...een hunters and premier relationship managers ~ Formulate strategies to meet team and individual targets ~ In-charge of customer net AUM growth and revenue from the portfolio of customers ~ Provide quality and professional services to customers, ensuring superior...