Search Results | Showing 1 - 10 of 265 results for "Relationship management" |
| | | ... security foundation. He said as Eightcap continues to scale, the business was outgrowing its legacy customer relationship management (CRM) system, which creates compliance risks in many ways. "We have many tools that the team had to use across sales ... |
| | | | ... Citi for more than seven years where he held a number of roles, most recently as APAC head of futures relationship management, OTC clearing and FX prime brokerage. Prior to that, he spent close to 15 years with Credit Suisse leading its client solutions ... |
| | | | ... opportunities and managing relationships with various clients. He also held roles in investment sales, research relationship management and product governance, gaining experience across platforms, product development, and investment oversight. Prior ... |
| | | | ... Ares Management. A senior vice president at Oaktree, Ramos will serve as managing director and head of relationship management for Australia and New Zealand at Ares. She spent more than three years at Oaktree, having previously worked in institutional ... |
| | | | ... markets and institutional client coverage for Asia Pacific (ex Japan), said Quaife's expertise in client relationship management and distribution, combined with his leadership experience, strongly positions UBS Asset Management to leverage its global ... |
| | | | ... capabilities." Revolution Asset Management said: "His expertise in business strategy, product development, client relationship management and distribution, combined with his leadership experience, positions Revolution Asset Management to capture the ... |
| | | | ... the Asia Pacific. Recently she was country head for Australia and New Zealand, as well as the head of relationship management for APAC at Moody's Ratings. She also tenured with Standard and Poor as the director of financial services ratings and occupied ... |
| | | | ... team in what the fund described as a "pivotal role." Akay joins the fund from Lonsec where he was head of relationship management for the last five years. Before that, he served as strategic relationship manager for two years. He's also previously held ... |
| | | | ... are enabling advisers to shift their focus from portfolio construction to strategic advice and client relationship management," Praemium chief strategy officer Denis Orrock said. "This evolution is critical as practices look to scale and differentiate ... |
| | | | ... knowledge. Meanwhile, Insignia will retain functions such as claims, complaints, product development, relationship management, marketing, member education and advice and guidance. The move follows Insignia severing ties with NAB last November, which ... |
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