The client that we are partnering with is one of the world's leading bank and they are looking to expand their team of relationship managers.
Key Responsibilities
- Engage and prospect new offshore clients within the SEA region
- Understand the financial needs of clients and provide them holistic recommendations & solutions.
- Consistently update clients on the latest market trends and information regarding their insurance & investment portfolio
- Work closely with internal stakeholders (investment specialist, banca specialist etc) to curate personalised solutions for clients.
- Uphold the bank's customer service standards and comply with all compliance and
Skills and experience required
- Minimum 5 years of wealth management experience
- Strong knowledge of cross border regulations
- Strong understanding of financial markets and market trends
- Effective communication skills
- Analytical and logical thinking
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
EA Registration No. R2199597
