Wealth Relationship Manager for HNW Offshore Clients

TANGSPAC SEARCH PRIVATE LIMITED

Singapore

On-site

SGD 120,000 - 180,000

Full time

14 days+

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Job summary

TANGSPAC SEARCH PRIVATE LIMITED is seeking an experienced Relationship Manager to manage a portfolio of high-net-worth offshore clients in Singapore. You will provide tailored financial advice, market updates, and wealth-management solutions, collaborating with product specialists to offer bespoke investment, insurance and Treasury options.

You will conduct professional, consultative financial analysis to understand client aspirations and deliver high-touch service with regular portfolio

Qualifications

Minimum 2 years experience as Relationship Manager or similar in a banking/financial institution setting
Degree holder in Finance, Banking or equivalent
Strong knowledge in wealth management products (equities, funds, treasury, structured products) and financial market
Excellent interpersonal, communication and negotiation skills
Relevant license ( bank will sponsor for 1st exam )

Responsibilities

Manage, deepen, and grow a portfolio of HNW Offshore clients by providing tailored financial advice, market updates, and wealth management solutions
Conduct professional, consultative financial analysis to understand client aspirations
Partner with product specialists to offer bespoke investment, insurance, and Treasury solutions
Achieve and exceed performance KPIs including AUM growth, revenue generation, and new client acquisition through proactive prospecting and referrals
Strictly adhere to policies, KYC/AML standards, and regulatory requirements to protect the bank and client interests
Deliver superior client experience by providing high-touch service and regular portfolio reviews