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Private Wealth Relationship Manager

Private Wealth Relationship Manager

Morgan McKinleySingapore
30+ days ago
Job type
  • Full-time
Job description

Responsibilities

  • Engage and prospect new to bank HNW & UHNW clients.
  • Understand the financial needs of clients and provide them holistic rmendations & solutions.
  • Consistently update clients on the latest market trends and information regarding their portfolio.
  • Work closely with internal stakeholders (product specialist etc) to curate personalised solutions for clients.
  • Uphold the bank's customer service standards andply with allpliance and regulation standards.

Skill and Requirements

  • Minimum Degree required
  • Minimum 6 years of wealth management experience
  • 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.

    EA : 11C5502 / R2199597)

    Job ID JN -052024-1962227