for account record set-ups; updating process and control checklists · Assisting with transition manager asset-in-kind... including new mandate fundings, terminations, all asset-in-kind flows and product/portfolio changes with an emphasis...
Who we are looking for This position is a Relationship Manager within the Alternatives segment. The... clients in North America. As part of the remit, the Relationship Manager will cultivate a deep understanding of the client...
and Manulife. We have established our product-market fit and we are accelerating pipeline conversion rates through improved pricing... Leverage your own relationships to build pipeline, and work in collaboration with the Business Development Manager...
transition of any new client connections across to the account manager to maintain day to day interactions Possess an in-depth... with the Account Manager, constantly review all sales activities, targets, and strategies in order to maximize results...