Nomura Overview
Nomura is a global financial services group with an integrated network spanning over 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Retail, Wholesale (Global Markets and Investment Banking), and Investment Management. Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit .
Department Overview
Nomura's International Wealth Management department offers unparalleled financial services and solutions to high-net-worth individuals and families globally. Our dedicated team of experts provides personalized advice and tailored strategies to help clients achieve their financial goals and preserve their wealth. With a comprehensive range of investment products and a commitment to exceptional client service, we are proud to be a trusted partner in navigating the complexities of the global financial landscape.
Role Description
The Relationship Manager will be responsible for managing a portfolio of high-net-worth clients, providing tailored investment strategies, and enhancing client satisfaction through exceptional service.
Responsibilities
- Cultivate and deepen long-term relationships with Thai-speaking ultra-high-net-worth clients and prospects in the region
- Identify prospects within the Thai market and use market knowledge to actively acquire new clients
- Introduce clients to a wide range of products/investment opportunities based on their suitability and responsible for the success of delivery Nomura's solutions to clients
- Ensure complete KYC, call reports and documentation for all clients
- Assist in new business/product development and work with products and service specialists in order to best serve client needs
- Contribute to the bottom-line of Wealth Management through the accomplishment of revenue and AUM target
- Comply with bank and regulatory requirements and all applicable money laundering prevention procedures both in Hong Kong/Singapore and in the specific geographical area
Requirements
- Minimum Degree in Business or Finance from an accredited university
- Minimum 7 years experience in wealth management, private banking with a focus on high-net-worth Thai clients.
- Ability to communicate effectively and fluency in Thai is required for regular engagement with Thai-speaking ultra-high-net-worth clients, including documentation and advisory in Thai.
- Experienced in providing personalized investment advice, financial planning services, including asset allocation, risk management, and estate planning for High-Net-Worth or Ultra-High-Net-Worth clients
- Demonstrated understanding of financial markets, asset classes, products, and services through previous client advisory or portfolio management experience.
- Proven track record of achieving sales targets and managing client relationships effectively
- Proven experience in acquiring new high-net-worth and ultra-high-net-worth clients through referrals, networking, and structured business development initiatives.
- Proven ability to manage client relationships and communicate effectively with internal and external stakeholders to achieve business and service objectives.
- Consistently adheres to the Bank's compliance and regulatory standards, demonstrating ethical conduct and accountability in all professional activities.
- Drive to succeed and ability to work independently and as a team
Nomura Competencies
- Explore Insights & Vision: Identify the underlying causes of problems faced by you or your team and define a clear vision and direction for the future.
- Making Strategic Decisions: Evaluate all the options for resolving the problems and effectively prioritize actions or recommendations.
- Inspire Entrepreneurship in People: Inspire team members through effective communication of ideas and motivate them to actively enhance productivity.
- Elevate Organizational Capability: Engage proactively in professional development and enhance team productivity through the promotion of knowledge sharing.
- Inclusion: Respect DEI, foster a culture of psychological safety in the workplace and cultivate a Risk Culture (Challenge, Escalate and Respect).
Diversity Statement
Nomura is committed to an employment policy of equal opportunities, and is fundamentally opposed to any less favourable treatment accorded to existing or potential members of staff on the grounds of race, creed, colour, nationality, disability, marital status, pregnancy, gender or sexual orientation.
DISCLAIMER:This Job Description is for reference only, and whilst this is intended to be an accurate reflection of the current job, it is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. The management reserves the right to revise the job and may, at his or her discretion, assign or reassign duties and responsibilities to this job at any time.
Nomura is an Equal Opportunity Employer
SFID: 11478
