Relationship Manager

Job description

Webbe's business in Asia began in 1997 initially as a specialist Financial Markets / Investment Banking Executive Search business - In the Asiamoney Poll of Polls, for headhunters, specializing in financial markets, for sell and buyside, we were ranked top 5 for the period from 2001 to 2013. In 2015 we made the decision to broaden our search business to work on predominantly senior roles with international and regional law firms and also to strengthen our business on Legal & Compliance for financial Institutions.

Role Overview
We are looking for a driven Wealth Management Relationship Manager to join our team. In this role, you will combine proactive tele-prospecting with high-touch face-to-face engagement to grow your client base and deepen existing relationships.

Key Responsibilities

• Manage and grow a dedicated portfolio of high-net-worth and affluent onshore clients by offering customized wealth strategies.

• Drive new client acquisition through internal referrals, professional networks, and proprietary sourcing channels.

• Achieve sustainable growth in Assets Under Management (AUM), deposit balances, and investment fee income.

• Deliver holistic financial advice across a wide array of solutions, including unit trusts, structured deposits, structured products, insurance, wealth protection, and mortgage financing.

Requirements

• Prior experience in priority banking, wealth management, or insurance advisory.

• Experience managing affluent or HNW clients is highly desirable.

• A proven history of exceeding sales targets and consistently delivering results.

• Strong command of investment and wealth product knowledge.

• CMFAS certifications (or equivalent regulatory qualifications) are preferred.

Why Join

Be part of a globally recognized financial institution with a strong and established presence in Asia.

Enjoy competitive compensation and attractive performance-based incentives that reward your contributions.

Access continuous learning and structured career development programs to accelerate your professional growth.

Thrive in a supportive, dynamic work environment that encourages collaboration and empowers you to excel.

Feel free to reach out to me at [Confidential Information] and we can have a confidential chat or apply through this listing.

Gerard James Rozario - R21101884