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manage a portfolio of HNW/GFO clients domiciled in SEA
provide proactive strategic and tactical investment advice across all asset classes
create and implement investment proposals according to the client's risk profile, objectives and our CIO views
ensure smooth execution of day-to-day trading activities and client queries
perform regular portfolio reviews and portfolio health checks
comply with all regulatory, policy and quality standards, contributing to an effective risk culture
Role:Relationship Mgr/Account Servicing
Industry:Financial Services
Function:Sales/Business Development
Job Type:Permanent Job
Date Posted: 28/05/2025
Job ID: 115541935