Wealth management jobs in Richmond - Page 11Create job alerts

Any appreciation of project management, stakeholder management or technology will be greatly valued (APIs, programming languages, integrations etc). 2 days a week in-office in London.

Excellent client management skills - you're a natural communicator who knows how to keep clients informed and delighted * High energy, high organisation - you manage deadlines like a pro and enjoy a ...

Maintaining accurate records in the CRM so that senior management can gain clear insights into how the sales function is performing. Requirements: * At least 18 months experience in a B2B closing ...

Proven success selling to Managed Accounts at the CXO and VP level. * BA/BS in Business, Management, Computer Science or Engineering fields preferred. * Minimum of 3+ years of experience includes ...

We are working with a leading global US-headquartered asset manager who manages an AUM in the hundreds of billions for institutional and individual investors, with a range of strategies across equity ...

Fails management - ensure any failing trades are followed up with relevant parties and brought to the attention of an appropriate escalation contact. * Carrying out BUY-INs where necessary ...

Develop and improve forecasting/modelling approaches and techniques Data Management * Use a variety of tasks and methods to organise/analyse data from multiple sources with high degrees of rigour

This esteemed investment advisory firm provides investment management, corporate finance, and equity research services to companies and investors within the clean energy sector. Key Responsibilities

The Account Executive role is an incredible opportunity to manage the sales cycle from beginning to close, work externally with VP and C-level executives and accelerate career growth. You will work ...

Manage relationships with Professional Affiliate and Academic members, acting as their main point of contact for support, engagement, and retention. * Build connections with members and partners by ...

Effectively manage the inbound lead flow and execute outbound prospecting initiatives using a variety of written and verbal communication across multiple channels. * Think outside the box to ...

Work closely with the Commercial Manager to ensure service, review, and sign off of policies, endorsements, audits, certificates, etc. are performed in a timely and accurate manner. * Good ...

A hybrid position of business development and account management * Sourcing and engaging C-suite decision makers of medium to large businesses across an array of sectors. For each new sales ...

We help clients manage risk, resolve disputes and protect their reputations through the provision and analysis of information. We work globally on one-off assignments and ongoing programmes for a ...

Client Relationship Management: * Cultivate and maintain strong relationships with corporate clients, institutional investors, government entities, and infrastructure-focused private equity firms

Manage client portfolios to ensure optimal performance and satisfaction. * Attract and retain high net-worth clients. * Develop and implement strategic business plans * Manage large portfolios in all ...

To liaise with the department managers on a weekly basis and report on the level of customer complaint resolutions. Attributes and experience: * Experience of working in complaints either within a ...

Manage the complete sales cycle from first contact to contract signing, ensuring a smooth transition from deal closure to onboarding your first clients. * Build Client Relationships : Establish and ...

Maintain precise CRM records and regularly forecast sales Who We Are Looking For * A dynamic sales professional experienced in Proptech or similar technology sectors. * Excellent communication and ...

Portfolio Management: Monitor and support the performance of portfolio companies, providing strategic insights and recommendations. * Collaboration: Work closely with senior team members and industry ...

Prepare and present financial reports and dashboards for senior management, highlighting key metrics, trends, and actionable insights. * Market Analysis: Analyse market trends, competitive landscape ...

Excel in communication, negotiation, and relationship management. * Capable of juggling multiple deals and driving urgency in the sales process. * A self-starter, ready to hit the ground running. * A ...

Managing the refinancing processes and developing / implementing the capital structure optimisation strategies of the existing portfolio companies * Supporting the management of debt facilities at ...

With approximately $5billion of discretionary capital under management, this client focus on providing asset-backed capital solutions to small/mid-cap businesses, as well as institutional investors