Offshore Privilege Banking Relationship Manager

CHAPTR CONSULTING PTE. LTD.; Marina (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

A prominent financial services organization is seeking an International Privilege Banking Relationship Manager in California. You will manage relationships with privilege banking clients, understanding their financial needs while providing tailored advisory services. The ideal candidate will have a proven wealth management background and exceptional relationship-building skills, ensuring client satisfaction and compliance with internal standards.

Benefits

Opportunities for career advancement

Investment in career development

Qualifications

• Proven experience in wealth management with a successful track record.
• Strong knowledge of financial markets and investment products.
• Excellent interpersonal and relationship-building skills.

Responsibilities

• Build and manage relationships with clients to meet their financial needs.
• Deliver market updates and recommend wealth management products.
• Ensure exceptional service levels to enhance client experience.
• Adhere to compliance standards, including KYC and AML.

Skills

Wealth management experience

Knowledge of financial markets

Interpersonal skills

Relationship building

Job description

The Company

Our client is a prominent financial services organization with a global footprint, is seeking an International Privilege Banking Relationship Manager to join their expanding team.

The Role

• Build and manage relationships with privilege banking clients, understand their financial needs, and provide tailored financial planning and advisory services to grow their portfolio.
• Deliver regular market updates and recommend suitable wealth management products.
• Ensure exceptional service levels to meet client expectations and enhance their overall experience.
• Adhere to internal compliance standards, including KYC and AML requirements.

The Requirements

• Proven experience in wealth management with a successful track record in managing client portfolios (Personal/Privilege Banking).
• Strong knowledge of financial markets and investment products.
• Excellent interpersonal and relationship-building skills, combined with a driven mindset to thrive in a dynamic and challenging environment.

The Benefits

Our client provides significant opportunities for career advancement within their organization. They strongly believe in investing in their employees' career development to ensure job satisfaction and maintain a low attrition rate within the organization.

Equal Employment Opportunity

We are an equal opportunities employer and welcome applications from qualified candidates.