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Offshore Private Banking Relationship Manager

2 months ago

Singapore PEOPLESEARCH PTE. LTD. Full time
Roles & Responsibilities

Offshore Private Banking Relationship Manager (Director/Executive Director)

Our client is a leading global bank renowned for its expertise in private banking and wealth management. They are currently seeking an experienced and accomplished Offshore Private Banking Relationship Managers at the Director/Executive Director level to join their team

Key Responsibilities:

  • Cultivate and maintain strong relationships with high-net-worth individuals and families in offshore markets.
  • Understand clients' financial objectives and risk profiles to provide tailored wealth management solutions.
  • Serve as the primary point of contact for clients, addressing their inquiries and needs efficiently.
  • Offer comprehensive wealth management advice, including investment planning and portfolio management.
  • Develop customized investment strategies aligned with clients' objectives and market conditions.
  • Monitor portfolio performance and recommend adjustments as needed to optimize outcomes.
  • Identify opportunities to expand the offshore client base and grow assets under management.
  • Collaborate with internal teams to deliver integrated financial solutions to clients.

Qualifications:

  • Bachelor's degree in finance, business, or related field; advanced degree or professional certification preferred.
  • Extensive experience in offshore private banking or wealth management.
  • Proven track record of success in managing high-net-worth clients and driving business growth.
  • Strong understanding of investment products and financial markets.

Office Location: Singapore, Central

Interested candidates kindly forward your CV to ethelsk.tan@peoplesearch.jobs (Ethel Tan Seok Khoon, Reg No: R2096281). Feel free to forward this great opportunity to someone who would be a great fit for this role.

All information will be kept strictly confidential. We regret to inform that only successful applicants will be contacted.

PeopleSearch Pte Ltd

EA License No: 16S8057


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Wealth Management
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Interpersonal Skills
Investments
Relationship Management
Wealth
Private Banking
Portfolio Management
Financial Analysis
Banking
Financial Services