Private Banking Relationship Manager

Morgan McKinley; Singapore; On-site; USD 60,000 - 120,000; Full time

Job summary

A prestigious bank is on the lookout for ambitious and driven relationship managers to enhance their private wealth division. This role offers a fantastic opportunity for experienced professionals who are passionate about wealth management. You will engage with high-net-worth clients, understand their financial needs, and provide tailored solutions to help them grow and protect their wealth. Join a dynamic team where your expertise will contribute to delivering exceptional service and innovative financial strategies in a thriving market environment.

Qualifications

• 8+ years of wealth management experience required.
• Strong knowledge of financial products and markets is essential.

Responsibilities

• Engage and prospect new HNW & UHNW clients.
• Provide holistic wealth management recommendations and solutions.
• Update clients on market trends and portfolio information.

Skills

Wealth Management Experience

Communication Skills

Interpersonal Skills

Sales Track Record

Financial Products Knowledge

Cross Border Regulations Understanding

Financial Markets Understanding

Investment Instruments Knowledge

Education

Minimum Degree

Job description

We are partnering a prestigious bank in their search for ambitious & driven relationship managers to join their team. This is a good opportunity for individuals keen on the private wealth space.

Roles and Responsibilities

• Engage and prospect new to bank HNW & UHNW clients.
• Understand the financial needs of clients and provide them holistic wealth management recommendations & solutions such as leverage products, structured products and investment products to help them protect & grow their wealth.
• Consistently update clients on the latest market trends and information regarding their portfolio.
• Regularly engage customers with information relating to the financial products that they have purchased and present new and suitable opportunities to customers
• Work closely with internal stakeholders (product 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 Degree required
• Minimum 8 years of wealth management experience
• Great communication & interpersonal skills
• Self-motivated and driven individuals with strong sales track record
• Good understanding of cross border regulations
• Possess strong knowledge of financial products
• Good understanding of financial markets & investment instruments

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.

Morgan Mckinley Pte Ltd

Claudia Wong

EA Licence No: 11C5502

EAP Registration No: R2199597