We are looking for experienced Relationship Managers eager to embrace new challenges and join our client's team!
In this role, you will be responsible for managing and growing a portfolio of onshore clients, while delivering top-tier financial advisory services using a wide range of competitive financial products available in the market.
Job Description
- Manage and expand a portfolio of Offshore UHNW/HNW clients
- Acquiring NTB HNW clients through personal networks, referrals and cross-selling initiatives.
- Build long-term trusted relationships with clients through regular engagement and performance
- Collaborate with internal teams (investment/insurance specialists, product teams) to deliver holistic financial solutions.
- Deliver up-to-date market insights while offering expert financial advice and maintain high standards of service quality and client satisfaction.
- Ensure compliance with internal policies, regulatory requirements and risk management standards.
Requirements
- Bachelor's degree in Finance, Economics, Business or a related field.
- Min 2 years of of experience in Premier Banking, with a strong focus on North Asia, NRI, Indo, Malaysia or ROW
- Proven track record in managing and growing an HNW client portfolio
- Excellent relationship management, business development and communication skills.
- Ability to provide strong financial and statistical analysis
- CMFAS certified
