Offshore Relationship Manager (Banking - Associate Director)

Morgan McKinley; Singapore; On-site; SGD 80,000 - 100,000; Full time

Job summary

An established industry player seeks a skilled professional to engage and prospect new offshore high-net-worth clients. In this dynamic role, you'll understand clients' financial needs and provide holistic recommendations, ensuring they are consistently updated on market trends and their investment portfolios. Collaborating closely with internal stakeholders, you'll curate personalized solutions while upholding the bank's high customer service standards. This is a fantastic opportunity for someone passionate about wealth management, looking to make a significant impact in a global banking environment.

Qualifications

• Mindestens 3 Jahre Erfahrung im Wealth Management.
• Starkes Verständnis der Finanzmärkte und Markttrends.

Responsibilities

• Engagieren und Akquirieren neuer Offshore-HNW-Kunden.
• Bereitstellung ganzheitlicher Empfehlungen und Lösungen für Kunden.

Skills

Wealth Management Experience

Financial Markets Understanding

Cross Border Regulations Knowledge

Job description

The client is a bank with global presence.

Roles and Responsibilities

• Engage and prospect new offshore HNW clients.
• Understand the financial needs of clients and provide them holistic recommendations & solutions.
• Consistently update clients on the latest market trends and information regarding their insurance & investment portfolio.
• Work closely with internal stakeholders (investment specialist, banca specialist etc) to curate personalised solutions for clients.
• Uphold the bank's customer service standards and comply with all compliance and regulation standards.

Skill and Experience Required

• Minimum 3 years of wealth management experience.
• Strong understanding of financial markets & market trends.
• Good understanding of cross border regulations.

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