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Relationship Manager (Associate Director / Director)

Morgan McKinleySingapore

6 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