Jobs

    Offshore Relationship Manager - Singapore - Morgan McKinley

    Morgan McKinley
    Morgan McKinley Singapore

    2 weeks ago

    Default job background
    Full time
    Description
    The client that we are partnering with is a prestigious bank that is well known for their personalised wealth management services.

    Roles and Responsibilities
    • Engage and prospect new offshore clients within the SEA 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, banca 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 5 years of wealth management experience
    • Strong sales track record
    • Strong understanding of financial markets & market trends
    • Strong communication & interpersonal skills
    If you are interested in the role, click on the 'apply' function now Alternatively, you may contact Claudia at

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