Job Details

Competitive Salary
Job Type
Brandon Tam
Contact email
Email Brandon
Contact phone
65 6692 0717
5 months ago
Our Client is a Large International Bank with strong presence globally and especially in Asia. With their strong focus to accelerate their growth in wealth management in Asia, it will be an opportune time to join them and ride on the wave of growth and be supported strongly by the bank to success.

As a Relationship Manager for UHNW / HNW clients based onshore or offshore, you should be passionate to:
  • Regularly engage and review your client's needs and asset allocation and by pro-actively engaging them to conduct a consultative financial analysis and profiling session and provide proposals on how they can meet their financial needs/objectives.
  • Recommend and tailor products based on the client's needs to enhance product penetration through engagements, risk profiling and financial planning.
  • Organize client events, share regular market updates and trend analysis to provide more value to the client and deepen relationships.
  • Acquire new clients through referral and leads.
To be successful in this role, you should:
  • Have 3 years or more experience in a relevant role
  • A successful track record with clients and strong relationships that will enable you to succeed

EA Personnel No R1329065
BeathChapman Pte Ltd
Licence No 16S8112