Client Engagement & Partnerships Lead
Core
Lead client engagement programmes, strategic partnerships, and sponsorship activities to strengthen relationships and support business development for Wealth Management, Asset Management, and Institutional businesses.
Role type
Senior Client Engagement & Partnerships Lead
Builds
Client events, dinners, roundtables, seminars, webinars, and hospitality initiatives
Domain
Financial services (Wealth Management, Asset Management, Institutional)
Deliverable
client delivery
Required skills
Event planning and delivery, stakeholder management, budget management, relationship building, project management, performance measurement
Preferred skills
Wealth management experience, high-net-worth client experience, sponsorship strategy knowledge, CRM systems proficiency