Senior Relationship Manager, Wealth Advisory

Company Description

CIMB Singapore, located in ASEAN's global financial gateway, launched its retail banking operations in September 2009. By leveraging CIMB Group's extensive regional network and resources, we provide curated banking solutions to meet every financial need. Our offerings include both conventional and Islamic products and services for Business and Personal Banking.

Role Description

This is a full-time on-site role for a Senior Relationship Manager, Wealth Advisory located in Singapore. The Senior Relationship Manager will be responsible for managing and growing a portfolio of high-net-worth clients. Day-to-day tasks include providing financial advice, developing and maintaining client relationships, conducting portfolio reviews, and ensuring compliance with regulatory requirements. The role also involves working closely with other financial professionals to deliver comprehensive wealth management solutions.

Qualifications

• Client Relationship Management and Wealth Advisory skills
• Experience in Financial Planning, Investment Strategies, and Portfolio Management
• Strong Knowledge of Regulatory Compliance and Risk Management
• Excellent communication and interpersonal skills
• Ability to work independently in a fast-paced environment
• Bachelor's degree in Finance, Business Administration, or related field
• Relevant certifications such as CFP, CIM, or equivalent are a plus
• Experience in the banking or financial services industry is highly desirable