We are partnering a prestigious bank in their search for ambitious & driven relationship managers to join their team. This is a good opportunity for individuals keen on the private wealth space.
Roles and Responsibilities
- Engage and prospect new to bank HNW & UHNW clients.
- Understand the financial needs of clients and provide them holistic wealth management recommendations & solutions such as leverage products, structured products and investment products to help them protect & grow their wealth.
- Consistently update clients on the latest market trends and information regarding their portfolio.
- Regularly engage customers with information relating to the financial products that they have purchased and present new and suitable opportunities to customers
- Work closely with internal stakeholders (product specialist etc) to curate personalised solutions for clients.
- Uphold the bank's customer service standards and comply with all compliance and regulation standards.
Skill and Requirements
- Minimum Degree required
- Minimum 8 years of wealth management experience
- Great communication & interpersonal skills
- Self-motivated and driven individuals with strong sales track record
- Good understanding of cross border regulations
- Possess strong knowledge of financial products
- Good understanding of financial markets & investment instruments
Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.
Morgan Mckinley Pte Ltd
Claudia Wong
EA Licence No: 11C5502
EAP Registration No: R2199597
