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Private Banking Relationship Manager

Morgan McKinleySingapore

21 days ago

Job description

Responsibilities

Engage and prospect new to bank HNW & UHNW clients.
Understand the financial needs of clients and provide them holistic wealth management rmendations & solutions such as leverage products, structured products and investment products to help them protect & grow their wealth.
Consistently update clients on the latest market trends and information regarding their portfolio.
Regularly engage customers with information relating to the financial products that they have purchased and present new and suitable opportunities to customers
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 8 years of wealth management experience

Greatmunication & interpersonal skills

Self-motivated and driven individuals with strong sales track record

Good understanding of cross border regulations

Possess strong knowledge of financial products

Good understanding of financial markets & investment instruments

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

EAP Registration No : R2199597 Job ID JN -052025-1981156

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