Relationship Manager (Associate Director / Director) | Singapore, SG | Flexible

Morgan McKinley; Singapore; Hybrid; SGD 80,000 - 120,000; Full time

Job summary

A leading bank is seeking a Relationship Manager (Associate Director / Director) to enhance its team. The role involves building relationships with high net worth clients, understanding their financial goals, and providing tailored wealth management solutions. Candidates should have at least 5 years of experience in wealth management and possess strong analytical skills.

Qualifications

• Minimum 5 years of wealth management experience.
• Strong analytical and logical thinking skills.

Responsibilities

• Build relationships with high net worth clients.
• Understand clients' financial goals and offer wealth management solutions.
• Provide excellent customer service and banking experience.

Skills

Analytical thinking

Logical thinking

Job description

The job description contains valuable information but can be improved in terms of formatting and focus for clarity and professionalism.

Revised version:

Data Privacy and Security

• Ensure security, prevent and detect fraud, and fix errors.
• Use data to monitor and prevent unusual or fraudulent activity (e.g., ad clicks by bots).
• Ensure systems and processes work properly and securely.
• Correct problems encountered in content and ad delivery, and user interactions.

Content Delivery and Technical Compatibility

• Use information like IP address or device capabilities to ensure technical compatibility and facilitate content delivery.

Privacy Choices and Data Storage

• Save and communicate your privacy choices via digital signals to relevant entities.

Location and Device Data

• Use precise geolocation and device information for content delivery and personalization.

Content Measurement and Development

• Measure content performance and use activity data to develop and improve products and services.

Personalized Advertising and Audience Research

• Personalize advertising and content based on user profiles.
• Use activity data to build or improve user profiles for advertising and content measurement.

Relationship Manager (Associate Director / Director)

We are partnering with a leading bank to expand their team of relationship managers.

Key Responsibilities

• Build relationships with high net worth (HNW) clients.
• Understand clients' financial goals and offer wealth management solutions such as insurance, leverage products, structured products, and investments.
• Provide excellent customer service and banking experience.
• Send clients market updates and trend analysis, presenting new opportunities.
• Engage in networking and marketing to grow the client base.
• Comply with all regulations and controls.

Skills and Experience Required

• Minimum 5 years of wealth management experience.
• Analytical and logical thinking skills.

Only shortlisted candidates will be contacted. If you do not hear within 14 days, please consider your application unsuccessful.

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