We are assisting a prestigious financial institution in seeking an experienced Relationship Manager for Private Wealth Management. This global financial institution has a robust presence in Asia and is committed to offering comprehensive wealth solutions for high-net-worth individuals. The successful candidate will play a key role in deepening relationships with high-net-worth clients, particularly in the Greater China market.
Role & Responsibilities
- Client Acquisition & Relationship Building: Identify and acquire new high-net-worth clients, nurturing long-term relationships and providing tailored wealth solutions.
- Client Insight & Wealth Planning: Understand clients business backgrounds, sources of wealth, and financial objectives to deliver strategic wealth management services.
- Tailored Financial Solutions: Develop customized investment and risk management solutions that address clients financing and liquidity needs.
- After-Sales Service: Provide consistent, high-quality after-sales support to enhance client satisfaction and trust.
- Performance & Compliance: Meet annual targets and uphold service standards, ensuring compliance with all company and regulatory requirements.
Requirements
- Bachelor's degree with a minimum of 10 to 15 years experience in private wealth management, serving high-net-worth clients.
- Strong familiarity with the Greater China market, including regulatory and compliance requirements.
- In-depth product knowledge and the ability to interact with clients in the Greater China region.
- Singapore Client Advisory Competency Standards (CACS) qualification required.
- Excellent client-facing, sales, and stakeholder management skills.
If you're passionate about wealth management and have expertise in the Greater China market, we invite you to apply by sending your CV to [Confidential Information]. Alternatively, feel free to share this opportunity within your network.
Interested in staying ahead of the market
Subscribe to our premium career advisory services for access to exclusive opportunities and market insights.
DM to find out more.
Glenn Wong
Financial Services Business Lead, R1106685
