Senior Relationship Manager (Offshore)

The client is a bank with global presence.

Roles and Responsibilities

• Engage and prospect new offshore HNW clients.
• 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 regulation standards.

Skill and Experience required

• Minimum 3 years of wealth management experience
• Strong understanding of financial markets & market trends
• Good understanding of cross border regulations

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