Wealth Building Client Engagement Specialist

Role SummaryThe Wealth Client Relationship Manager also work with the Independent Wealth Consultants for the portfolios of clients whom the latter has successfully referred to ATRAM. The account opening and all related responsibilities in onboarding are delivered by the Wealth Sales Relationship Manager.What Business Outcomes the Role is Responsible...

Job SummaryThe Wealth Acquisition Relationship Manager plays a pivotal role in expanding the customer base of the bank by onboarding new-to-bank clients into the Wealth Management portfolio. This position requires a combination of sales acumen, financial expertise, and relationship-building skills to identify and attract high-net-worth individuals (HNWIs) /...

We are looking for a skilled professional to join our team as a Client Engagement Specialist. As a key member of our organization, you will play a vital role in building and maintaining relationships with clients.ResponsibilitiesYou will be responsible for servicing daily client requests, ensuring that all account data is up-to-date, and completing...

**Job Title:** Wealth Management Client Service SpecialistWe are seeking a skilled and experienced professional to join our team as a Wealth Management Client Service Specialist. As a key member of our client service team, you will be responsible for providing exceptional service to high net worth clients, assisting Relationship Managers with tasks and...

Relationship Manager Role OverviewThe Relationship Manager is responsible for building and maintaining strong relationships with clients to identify their needs and provide tailored solutions. This role involves monitoring customers' accounts and portfolios, providing regular market updates and advice through calls and meetings.Key Responsibilities:•...

Customer Success Leadership RoleThe Customer Success Manager plays a pivotal role in forging and maintaining robust relationships with clients, ensuring elevated levels of engagement, satisfaction, and retention. This position involves strategic planning, monitoring key success metrics, and acting as an advocate for the client within the organization.Key...

Wealth Relationship Manager PositionOverview: This role focuses on managing and growing affluent client relationships in terms of investable assets, fee income, and client numbers.Key Responsibilities:Foster client engagement and relationship building to increase wallet share while minimizing fund attrition.Deliver profitability through a balanced mix of...

We are seeking a seasoned professional to assume a senior role within our business. As a Private Wealth Relationship Manager, you will be responsible for cultivating and maintaining high-value client relationships, driving revenue growth through strategic partnerships and innovative solutions.The ideal candidate will possess a deep understanding of financial...

Our mission is to orchestrate the financial ecosystem and democratize access to wealth management.We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks.Job DescriptionAs a member of our...

Job Position SummaryA leading provider of wealth management technology and services is seeking a highly skilled professional to join its team as an Offering & Client Administration Support Specialist. The ideal candidate will support the Offering Managers in the overall Offering process, ensuring timely and accurate execution.