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Showing 71 - 80 of 268 results for "Relationship management"

Aware Super adds government relations head

ANNABELLE DICKSON  |  TUESDAY, 25 MAY 2021
... governments to achieve positive policy outcomes. She previously worked at MLC Life Insurance as executive lead - relationship management group insurance and at Sunsuper as executive general manager strategy, education and external relations. Forbes also ...

Chi-X hires from ASX

ANNABELLE DICKSON  |  WEDNESDAY, 19 MAY 2021
... strategies. He was also previously technical account manager where he was responsible for the technical relationship management of exchange customers across trading, market data and technology sectors. Prior to this, D'Arcy was an account manager at ...

Super fund in-houses advice service

KARREN VERGARA  |  THURSDAY, 29 APR 2021
... regional manager and southern regional manager, based in Sydney and Melbourne respectively, to lead the relationship management of large employers. Three client relationship manager positions, who will report to the regional managers, are looking to ...

Australia to echo UK advice growth

ANNABELLE DICKSON  |  TUESDAY, 2 MAR 2021
... offering. Intelliflo's Intelligent Office software platform will come up against IRESS as it offers client relationship management, financial planning, client reporting, portfolio valuation and adviser-led automated advice. Intelliflo chief executive ...

T. Rowe Price names new executive

ELIZA BAVIN  |  WEDNESDAY, 24 FEB 2021
... new position. Arnott has over 12 years' experience at global financial institutions in a range of relationship management roles looking after ultra-high-net-worth and high-net-worth research and intermediary clients. Prior to joining T. Rowe Price ...

Centrepoint to roll out advice tech

ANNABELLE DICKSON  |  MONDAY, 8 FEB 2021
... offering. Intelliflo's Intelligent Office software platform will come up against IRESS as it offers client relationship management, financial planning, client reporting, portfolio valuation and adviser-led automated advice. Centrepoint Alliance chief ...

Citi unifies global wealth management business

ELIZABETH MCARTHUR  |  THURSDAY, 14 JAN 2021
... institutional clients group. Prior to this appointment, O'Donnell was global head of investor sales and relationship management. "Our clients are increasingly global in their presence and in their financial needs, and we are committed to helping them ...

AMP Capital appoints NZ lead

ELIZA BAVIN  |  WEDNESDAY, 25 NOV 2020
... AMP Capital, having started in 2001 as a business analyst in the finance team. Swan then moved into the relationship management team, taking on more senior roles including head of distribution. Her most current role evolved into ESG investment specialist ...

Link hires from QSuper, NAB

JAMIE WILLIAMSON  |  FRIDAY, 13 NOV 2020
... associate director, superannuation relationships - asset servicing. Commenting, Link said: "Melissa is a relationship management professional with over ten years' experience. She has a passion for people, and drives outcomes with an authentic and ...

Netwealth takes stake in Aussie fintech

ANNABELLE DICKSON  |  THURSDAY, 17 SEP 2020
... manage client relationships, new business and monitor compliance. Its primary focus includes customer relationship management, workflow, marketing capacity and tools and reporting to provide licensee and practice management insight which in turn reduces ...