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Relationship Manager

5-7 Years
SGD 10,000 - 15,000 per month
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  • Posted 19 hours ago
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Job Description

Role / Responsibilities:

. Portfolio Management on a Discretionary and Advisory basis

. Setting up of dedicated funds, etc., Family Office

. Legacy Planning

. Trust and Fiduciary Services, etc

. Ensure coverage of all relationships through client engagement, risk profiling and financial planning

. Demonstrate an in-depth understanding of clients business and source of wealth generation

Requirements:

. Possess at least a Professional Degree or Master, Finance/Accountancy/Banking or equivalent with working

experience in the related field is required for this position.

. At least 5 years of solid Private Banking/Wealth Management experience in supporting HNWI

. Highly competent in Private Banking/Wealth Management Products, Rules and Regulations and up to date with

the current Macro Economics and Financial Markets landscape

. AUM book size of minimum USD 100 to 200 mio

. Solid track record in asset development, asset growth and revenue generation

More Info

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Job ID: 136189325

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