- Sourcing and onboarding of new offshore clients
- Understand needs, objectives and risk profile of clients
- Advise clients on investment ideas / opportunities and other wealth management services and ensure investment suitability and timely execution
- Regular review of investment portfolios and risk profiles with clients
- Strict observance of risk and compliance / cross-border / AML issues and regulations
- Ensure that we achieve excellence in our clients' experience, building lasting relationships based on high standards of service and quality advice
- Build-up, maintain and expand a network of clients, introducing them to the company and Wealth Management platform
- Provide exceptional advice, service and appropriate recommendations to clients with focus on understanding their needs, objectives and risk tolerance.
- Develop personalized wealth management solutions and investment ideas
- Enable the client to make informed financial decisions by providing clear, relevant and timely information
- Regular and timely submission of progress reports, incl. existing business and prospect pipeline.
- Constant and timely filing of call reports, following meetings with clients.
- Communicate and work hand-in-hand with investment product and research department, giving input for generating new investment/product ideas
- Observe and follow regulatory and bank's policies and procedures like advisory handbook, cross-border rules, AML guidelines, and other risk/compliance issues: diligent and prompt reporting of irregularities/red flags to line manager/compliance officer
- 5-10+ years of direct client relationship management experience in wealth management / investment advisory sales
- Language: Fluent in Mandarin and English
- Recognized university degree and relevant certification
- Proven track record in client acquisition and retention success
- Disciplined, with deep understanding of Compliance and Regulatory framework of the industry
- Extensive investment product and market knowhow
- Strong relationship management and sales skills
- Driven, client-oriented with strong business acumen
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Relationship Manager
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Relationship Manager
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Relationship Manager
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Ambition Singapore**Job details**: · Posted 12 April 2023 · SalaryNegotiable · LocationSingapore · Job type Permanent · DisciplineBanking & Financial Services · Reference264725_ · **Key Responsibilities**: · - Management of a portfolio of corporate relationships with a focus on metals & minerals ...
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Relationship Manager
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Bank of Singapore Singapore-Bank of Singapore · Singapore · Posted 6 hours ago Permanent Competitive · - Relationship Manager (Associate Director/ Director)- At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and f ...
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Relationship Manager
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Relationship Manager
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Relationship Manager
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Reeracoen Singapore Pte Ltd SingaporeOur Client is a wholly-owned subsidiary of one of the largest banks in SEA. They are looking for a Relationship Manager (AVP/VP) (Japanese Speaking) to join their team. The incumbent will be responsible for acquiring and advising client relationships in the marketing function. · ...
Relationship Manager - Singapore - KGI SECURITIES (SINGAPORE) PTE. LTD.
Description
Roles & ResponsibilitiesOverview of role
Key duties
Requirements
Wealth Management
Audit and Compliance
Investment Advisory
Middle Office
Regulatory Compliance
Wealth Management Services
Business Acumen
Relationship Management
Compliance
AML
Sourcing