Offshore Relationship Manager (North Asia & SEA)

Morgan McKinley; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

A leading global bank in Singapore is seeking a relationship manager to engage new offshore clients in the North Asia & South East Asia region. The ideal candidate will have at least 3 years of wealth management experience and a strong sales track record. Responsibilities include providing holistic financial recommendations and working closely with internal teams to curate personalized solutions. Strong communication and interpersonal skills are essential for this role.

Qualifications

• Minimum 3 years of wealth management experience required.
• Experience engaging offshore clients is an advantage.

Responsibilities

• Engage and prospect new offshore clients.
• Provide holistic financial recommendations.
• Update clients on market trends and portfolio information.
• Collaborate with internal stakeholders for solutions.
• Comply with customer service and regulatory standards.

Skills

Strong sales track record

Strong understanding of financial markets

Strong communication skills

Interpersonal skills

Education

Minimum Diploma

Job description

About the company

The client that we are partnering with is one of the world’s leading bank and they are looking to expand their team of relationship managers.

Roles and Responsibilities

• Engage and prospect new offshore clients within the North Asia & South East Asia region.
• 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, bancassurance 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 Requirements

• Minimum Diploma required
• Minimum 3 years of wealth management experience
• Strong sales track record
• Strong understanding of financial markets & market trends
• Strong communication & interpersonal skills

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.

(EA:11C5502/R2199597)