- Cultivate and maintain strong relationships with high-net-worth individuals and families in offshore markets.
- Understand clients' financial objectives and risk profiles to provide tailored wealth management solutions.
- Serve as the primary point of contact for clients, addressing their inquiries and needs efficiently.
- Offer comprehensive wealth management advice, including investment planning and portfolio management.
- Develop customized investment strategies aligned with clients' objectives and market conditions.
- Monitor portfolio performance and recommend adjustments as needed to optimize outcomes.
- Identify opportunities to expand the offshore client base and grow assets under management.
- Collaborate with internal teams to deliver integrated financial solutions to clients.
- Bachelor's degree in finance, business, or related field; advanced degree or professional certification preferred.
- More than 10 years experience in offshore private banking or wealth management.
- Proven track record of success in managing high-net-worth clients and driving business growth.
- Strong understanding of investment products and financial markets.
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Offshore Private Banking Relationship Manager - Singapore - PEOPLESEARCH PTE. LTD.
Description
Roles & ResponsibilitiesOffshore Private Banking Relationship Manager (Director/Executive Director)
Our client is a leading global bank renowned for its expertise in private banking and wealth management. They are currently seeking an experienced and accomplished Offshore Private Banking Relationship Managers at the Director/Executive Director level to join their team
Key Responsibilities:
Qualifications:
Office Location: Singapore, Central
Interested candidates kindly forward your CV to (Ethel Tan Seok Khoon, Reg No: R Feel free to forward this great opportunity to someone who would be a great fit for this role.
All information will be kept strictly confidential. We regret to inform that only successful applicants will be contacted.
PeopleSearch Pte Ltd
EA License No: 16S8057
Tell employers what skills you haveWealth Management
Investment Strategies
Investments
Relationship Management
Wealth
Private Banking
Portfolio Management
Financial Analysis
Banking
Customer Service
Financial Services