Job ID: 1070953
Key Responsibilities
- Build and manage long-term relationships with affluent and high-net-worth clients.
- Conduct in-depth financial reviews to understand clients financial objectives, investment preferences, and risk profiles.
- Provide tailored wealth management solutions across investments, insurance, and lending products.
- Identify opportunities to grow assets under management through referrals, new client acquisition, and relationship deepening.
- Collaborate with internal product specialists to deliver holistic financial solutions.
- Keep clients informed of market trends and investment opportunities through regular engagement and portfolio reviews.
Requirements
- Minimum 1 years of experience as a Relationship Manager within Premier Banking, Priority Banking, or Wealth Management.
- Experience managing affluent or high-net-worth client portfolios.
- Strong knowledge of investment, insurance, and wealth management products.
- Exposure to onshore and/or offshore client segments will be an advantage.
- Self-motivated and results-oriented with a passion for wealth advisory and client engagement.
Why Join
- Opportunity to join a leading international banking institution.
- Established affluent client platform and strong product suite.
- Attractive remuneration and performance-based incentives.
- Structured career progression within wealth management.
We regret that only shortlisted candidates will be notified. However, all applications will be retained in our resume bank for future opportunities. Your application will be processed in line with our company's Privacy Policy.https://goodjobcreations.com.sg/en/privacy-policy/
EA Personnel Name: Gabriel Tan
EA Personnel Reg. No.: R22104076
EA License No.: 07C5771
