Relationship Manager - Institutional Sales

Responsibilities

(heading) / Responsabilités (titre)
Direct to market prospecting and closing of trust and investment accounts from corporate and qualified individual clients Performs account management functions in tandem with Investment Solutions partner in order to deliver a differentiated client experience by developing investment related technical skills; client profiling skills as well as familiarization with relevant BSP regulations on Trust and Investment Management activities Conceptualize and participate in marketing related activities that will result in SLIMTC awareness in the market and lead generation that will translate to growing the AUM and client base of Sun Life Investment Management. Job Category:
Channel Management

Posting End Date:
30/12/2024 Job ID JR********