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Relationship Manager (Associate Director / Director)

Relationship Manager (Associate Director / Director)

Morgan McKinleySingapore
10 days ago
Job description

Responsibilities

  • Relationship building with high net worth (HNW) clients
  • Understand the financial goals of HNW clients and offer wealth management solution such as insurance, leverage products, structured products and investment products to help them protect & grow their wealth
  • Provide excellent customer service and banking experience
  • Regularly send customers information relating to market movements and trend analysis on the financial products that they have purchased and present new and suitable opportunities to customers
  • Engage in networking and marketing campaigns to increase customer base

Skills and experience required

  • Minimum 5 years of wealth management experience
  • Effectivemunication skills
  • Analytical and logical thinking
  • Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

    Morgan McKinley Pte Ltd

    Claudia Wong

    EA Licence No : 11C5502

    EA Registration No. R2199597

    Job ID JN -042025-1981095

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    Associate Director • Singapore

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