Relationship Manager (Associate Director / Director)

Morgan McKinley; Singapore; On-site; SGD 72,000 - 96,000; Full time

Job summary

A leading global bank is seeking experienced relationship managers focused on high net worth clients. This role involves understanding client financial goals and offering tailored wealth management solutions. The ideal candidate will have a minimum of 5 years' experience and will excel in customer service and compliance.

Qualifications

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

Responsibilities

• Build relationships with high net worth clients.
• Provide wealth management solutions.
• Ensure compliance with banking regulations.

Skills

Effective communication skills

Analytical thinking

Logical thinking

Job description

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.

Key Responsibilities

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

Skills and experience required

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

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

EA Registration No. R2199597