Relationship Manager (Associate Director / Director)

Morgan McKinley; Singapore; On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player in banking seeks a Relationship Manager to enhance their personalized wealth management services. This role involves building strong relationships with high net worth clients, understanding their financial goals, and providing tailored solutions to help them grow and protect their wealth. The ideal candidate will have a solid sales background, excellent analytical skills, and a commitment to delivering outstanding customer service. Join a prestigious bank where your expertise will make a significant impact on clients' financial success.

Qualifications

• Minimum 3 years of sales experience in wealth management.
• Strong analytical and logical thinking skills.

Responsibilities

• Build and maintain relationships with high net worth clients.
• Provide tailored wealth management solutions to meet client goals.
• Engage in networking to expand the customer base.

Skills

Sales Experience

Analytical Skills

Customer Service

Job description

Relationship Manager (Associate Director/Director)

1 week ago Be among the first 25 applicants

The client that we are partnering with is a prestigious bank known for their personalised wealth management services.

Job Description

• Build relationships with high net worth (HNW) clients.
• Understand the financial goals of HNW clients and offer wealth management solutions such as insurance, leverage products, structured products, and investment products to help them protect and grow their wealth.
• Provide excellent customer service and banking experience.
• Regularly send clients information relating to market movements and trend analysis on their financial products, and present new and suitable opportunities.
• Engage in networking and marketing campaigns to increase the customer base.
• Comply with all regulations and controls set by the Bank and external regulatory authorities.

Skills and experience required

• Minimum 3 years of sales experience.
• Analytical and logical thinking skills.

Only shortlisted candidates will be responded to. If you do not receive a response within 14 days, please consider this as notification that you have not been shortlisted.

EA Licence No: 11C5502

Registration No: R2199597

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Sales, Business Development, and Customer Service

Industries

• Banking, Financial Services, and Investment Management