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Showing 31 - 40 of 268 results for "Relationship management"

KKR nabs JP Morgan sales manager

ELIZABETH FRY  |  TUESDAY, 29 OCT 2024
... groups. Before this, she also worked for the Commonwealth Bank of Australia, holding several sales and relationship management positions. "So good to have you onboard Jacqui," Hyde posted on LinkedIn. Hyde joined KKR in 2020 from IFM Investors where ...

Partners Wealth Group appoints new head of distribution

ANDREW MCKEAN  |  THURSDAY, 3 OCT 2024
... who's had a 30-year career in financial services, including roles across fund distribution and client relationship management, will focus on developing strategic partnerships and identifying new market opportunities for Partners Private. He will ensure ...

The University of Sydney Endowment Fund taps new custodian

ANDREW MCKEAN  |  WEDNESDAY, 25 SEP 2024
... time to help deliver our sustainability and growth agenda," Collins said. BNP Paribas head of sales and relationship management for securities services David Pember said the firm is delighted that the University of Sydney Endowment Fund has joined its ...

TradingHub makes Australian debut

MATTHEW WAI  |  TUESDAY, 10 SEP 2024
... adviser, will both spearhead the Australian business. They will report to the global head of sales and relationship management, Shayne Ganeson. McNeil boasts over 25 years of experience in fixed income sales at Merrill Lynch, Nomura and Deutsche Bank ...

Funds SA exec jumps ship

ELIZABETH FRY  |  MONDAY, 2 SEP 2024
... in business management, financial markets, and investment management. He led the client and stakeholder relationship management and communications activities. Specifically, he ran client and stakeholder engagement, funds management, strategy, corporate ...

Challenger executive joins Bell FG

KARREN VERGARA  |  MONDAY, 22 JUL 2024
... Ingwersen spent over two decades at Commonwealth Bank and CommSec where she worked in various roles across relationship management, business banking, payments technology, distribution, cyber security, and strategy. Ingwersen is currently the chair of ...

Channel Capital, Arnott Capital set up strategic partnership

ANDREW MCKEAN  |  WEDNESDAY, 3 JUL 2024
... level of service. "Their expertise in fund operations, risk management and compliance, along with strong relationship management, will bring added value to our clients and business," he said. "The partnership will enable us to dedicate more resources ...

Senior Cbus investment manager exits

ELIZABETH FRY  |  FRIDAY, 10 MAY 2024
... She will be responsible for energy market research, stakeholder engagement (internal and external) and relationship management across the energy sector. Ruchin has over 20 years of experience in financial markets across funds management, asset management ...

How to win in today's wealth management industry: EY

ANDREW MCKEAN  |  WEDNESDAY, 24 APR 2024
... also stepping up personalisation at scale for affluent segments." Another challenge was to elevate client relationship management and front-office performance. This requires cultural sensitivity and carries the potential risk of client relationship harm," ...

TCorp promotes three to lead roles

ELIZABETH FRY  |  FRIDAY, 19 APR 2024
... relationships for the investment management side of the fund. Evers will be responsible for strategy and relationship management of TCorp's investment clients. The three executives will report to TCorp general manager of government and client relationships ...