Banking Relationship Sales
3,585 open positions
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Client Service Representative BroadridgeEdgewood, NY, US $56k5d Manage client interactions and build strong relationships with beneficial issuer and proxy-agent clients in a fast-paced, high-volume environment.
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Client Service Excellence Representative (FINRA Licensed) VanguardRemote $71k–$82k5d Inbound phone support for client account needs and investment inquiries.
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Advisory Consulting Manager AmeripriseMinneapolis, Minnesota, US $87k–$120k5d Internal sales role using technical platform expertise to increase sales and net flows into advisory programs by supporting advisors with investment strategies and product solutions.
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ACCOUNT MANAGER / SENIOR ACCOUNT MANAGER, SPECIAL ACCOUNTS - Moncton, Halifax and St Johns BdcMoncton, CA 5d Analyze and resolve difficulties for distressed entrepreneurs in special accounts to minimize losses and ensure long-term viability.
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Premier Relationship Manager_Digital Banking Kotak 811_0412_1413_1087680↗ Kotak Securities LtdMH, IN 5d Develops and expands High Net Worth Customer relationships for liabilities by sourcing customers and cross-selling bank products.
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Head of Retirement, Southeast Region↗ WtwCharlotte, NC, US 5d Lead the Southeast region's Retirement business, driving revenue growth, market share, and profitability while managing P&L and client relationships.
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Retirement Plan Consultant EmpowerPH Manila 5d Client-facing sales and consulting role driving new retirement plan adoption and onboarding employers into PEO, PEP, and MEP solutions.
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Sales Director, Buy-side 9finNew York $190k–$226k5d Lead the US buy-side sales organization to drive new business, retention, and expansion for institutional credit investors including hedge funds, asset managers, and private credit firms.
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Bezirksleiter Genofrei (m/w/d) Bausparkasse Schwäbisch Hall AGRemote 5d Acquire and manage customers for sustainable financial solutions in construction financing and savings.
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Savings Plans Consulting Leader↗ Marsh Agency 5d Lead and grow Marsh's Savings Plan Consulting practice in Mexico, shaping strategy, market positioning, and client value propositions to strengthen employees' financial wellbeing.
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Vertriebsassistenz Private Banking (m/w/d) DIS AG GermanyDüsseldorf, NORDRHEIN_WESTFALEN 5d Supporting Private Banking advisors in customer care, appointment management, and identifying cross-selling opportunities.
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Managing Consultant, Services Business Development MastercardLondon, England (Devonshire Square) 5d Lead strategic growth initiatives and sales for two Tier 1 retail banking customers in the UK and Ireland, focusing on digital transformation and operational optimization.
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Director, Relationship Management, Corporate Client Group RbcTORONTO, Ontario, Canada 5d Manage a portfolio of Canadian Large Commercial clients in Industrials and Manufacturing, driving new acquisitions and sustainable value creation.
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Treasures RM, Consumer Banking Group DbsOne Island East, HK 5d Acquire new affluent customers and provide tailored wealth management, insurance, and investment solutions through financial needs analysis and cross-selling.
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Teamleiter (d/m/w) Beratungscenter Privatkunden DbSchkeuditz Frankfurter Str 2, DE 5d Leading a team in a private banking advisory center to drive sales success and develop digital private customer advisory formats.
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Asset Servicing & Client Manager TheapexgroupRemote 5d Manage relationships with UK Defined Benefit Pension Fund clients, ensuring excellent service delivery and driving business growth within the Custodian Monitoring Services business.
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Consultor de servicios financieros↗ Ovb Allfinanz EspañaGranollers, Catalonia, Spain 5d Lead and build your own team to provide financial services to individuals and organizations.
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SVP, Agent Support Enablement LplfinancialRemote Texas, US $189k–$315k5d Design, implement, and improve tools, technologies, and processes to empower client support teams in wealth management to deliver exceptional service.
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Regional Director, Recruiting & Business Development ThriventRemote $250k–$400k5d Lead regional strategy to recruit experienced financial advisors and advisory teams for Thrivent, a values-driven financial services firm.
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Business Development Manager↗ Phillipcapital (thailand)Bang Rak, Bangkok City, Thailand 5d Drive growth of direct channel business by designing strategies, improving processes, and managing systems to support business objectives.
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Client Services Team Leader CmcmarketsSydney, AU 5d Lead a team of up to 15 Customer Service Representatives to deliver professional, efficient, and compliant service across phone, email, and live chat for a stockbroking business.
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Senior Premier Banker Crossing at Katy, DeNovo WfKATY, TX, US 5d Senior Branch Premier Banker managing relationships with affluent customers and complex financial needs, delivering integrated solutions across deposits, investments, credit, and home lending.
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Manager, Customer Relations, Hong Kong Retirement ManulifeHong Kong 5d Manage strategic employer relationships and drive engagement/retention outcomes for the Hong Kong Retirement portfolio.
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Financial Solutions Advisor Registration Candidate - Kings Highway Financial Center GhrVero Beach, US 5d Train and license as a Financial Solutions Advisor to acquire, build, and manage client relationships, delivering core banking and investment solutions to help clients achieve financial goals.
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Investment Executive (Financial Advisor) Triad - Greenpoint, High Point, Winston Salem, NC FifththirdGreensboro, NC, US 5d Lead a team of licensed retail bankers to achieve securities sales goals and manage complex client financial profiles.
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Senior Project Manager, Institutional (资深项目经理，金融机构类客户) GuidepointShanghai 6d Manage and retain strategic institutional client accounts, delivering on-demand intelligence and research projects while acting as an extension of clients' research teams.
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Account Manager Banque-Assurances CapgeminiIssy-les-Moulineaux, Ile-de-France, FR 6d Develop commercial strategy and manage C-level client relationships to drive sales of complex technology integration projects for banking and insurance clients.
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Customer Growth Specialist ExperianBogotá, co 6d Identify, develop, and accelerate growth opportunities within existing MiDatacrédito accounts by converting business needs into concrete commercial opportunities.
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Senior Institutional Sales & Coverage Executive FalconXNew York $128k–$162k6d Senior Institutional Sales & Coverage Executive responsible for managing complex institutional client accounts, driving adoption of derivatives and lending solutions, and providing market insights.
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Chargé de clientèle bancaire patrimonial H/F Crédit Mutuel ArkéaGourin, Bretagne, FR €33k6d Managing a portfolio of ~750 households by providing comprehensive financial, tax, and wealth management advice and handling complex housing financing studies.
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Execution, Financing, and Clearing Sales, Vice President State Street CorporationHong Kong, Hong Kong, HK 6d Vice President leading sales strategy for Execution, Financing, and Clearing solutions (including synthetic prime brokerage) across the Asia Pacific region.
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Business Development Manager - Platforms BruinCleckheaton, England, GB 6d Win new adviser relationships and grow business for a financial services group's advised platform, focusing on decumulation and smoothed funds for retirement clients.
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Chapter Lead Customer Service Direct, Strategy and Communications Commonwealth Bank of AustraliaSydney, New South Wales, AU 6d Lead the EGM Office for Customer Service Direct, setting strategic direction and driving high-impact delivery across Strategy, Communications, and Events for a 10M+ customer base.
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International Wealth Premier Manager (ASEAN) OCBCSingapore, Singapore, SG 6d Mentor and inspire team members to achieve sales and service excellence while contributing to profit and growth targets for high net worth individuals and businesses.
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