Private Wealth Relationship Manager

Key Responsibilities 1. Drive Client Acquisition and Foster Long-term Relationships Proactively prospect and acquire new clients while nurturing lasting relationships to meet individual targets. Actively strengthen and deepen relationships with existing clients both onshore & offshore to build a strong foundation for sustained customer growth. 2. Provide...

Key Responsibilities 1. Drive Client Acquisition and Foster Long-term Relationships Proactively prospect and acquire new clients while nurturing lasting relationships to meet individual targets. Actively strengthen and deepen relationships with existing clients both onshore & offshore to build a strong foundation for sustained customer growth. 2. Provide...

Main Responsibilities: The role of the Private Wealth Management Relationship Manager (RM) is to understand the client requirement, ensure superior service and provide regular updates to the client on financial markets developments and on clients’ portfolios Active acquisition of new clients and manage all aspects of client relationship including but not...

Main Responsibilities: The role of the Private Wealth Management Relationship Manager (RM) is to understand the client requirement, ensure superior service and provide regular updates to the client on financial markets developments and on clients’ portfolios Active acquisition of new clients and manage all aspects of client relationship including but not...

Roles & ResponsibilitiesWe are representing our client, an established large financial institution from China, seeking Private Banking Relationship Managers to join the team in Singapore.ResponsibilitiesIdentify and onboard new Private Banking clients, meet targets, and build relationships.Grow Net New Money and Assets under Management.Collaborate with...

Roles & ResponsibilitiesWe are representing our client, an established large chinese bank, to look for Private Banking Relationship Managers to complement the existing team in Singapore.Responsibilities Prospect new Private Banking clients and secure new relationships, and meet the assigned targets. Grow Net New Money and Asset under Management. Work...

We are representing our client, an established large chinese bank, to look for Private Banking Relationship Managers to complement the existing team in Singapore.ResponsibilitiesProspect new Private Banking clients and secure new relationships, and meet the assigned targets.Grow Net New Money and Asset under Management.Work closely with Investment Advisors...

Private Banking Relationship Manager (AVP/VP) Private Banking Relationship Manager (AVP/VP) China CITIC Bank International Limited (SG Branch) Singapore Posted 3 days ago In-Office Job Permanent Competitive Job Purpose:Acquire and grow high net worth individual customer base through effective relationship management, with special focus on the customers'...

Job Purpose:Acquire and grow high net worth individual customer base through effective relationship management, with special focus on the customers' personal financial analysis, protection and investment needs.Responsibilities: Achieve the bank's objective on private banking business target & plans. Proactively build and maintain business relationship with...

As a Team Manager – Wealth Management, you will play a pivotal role in leading and developing our Wealth Managers to achieve strong financial objectives.   Key Responsibilities ·       Lead and Develop: Manage and lead a team of Wealth Managers, fostering accountability through performance management and providing sales coaching and development to...

As a Team Manager - Wealth Management, you will play a pivotal role in leading and developing our Wealth Managers to achieve strong financial objectives.Key Responsibilities- Lead and Develop: Manage and lead a team of Wealth Managers, fostering accountability through performance management and providing sales coaching and development to every team member.-...

About the roleCGS-CIMB Securities International Pte. Ltd is one of the leading integrated financial service providers in Asia. With a global presence in over 20 countries, and backed with an award-winning research team, the Company is well-positioned as Asia's leading financial gateway, providing well researched and in-depth analysis of financial...

As Wealth Manager your role is to:Maintain and manage internal leads/referrals coming from the community Provide guidance to our community by identifying financial gaps in their current wealth or asset allocation and introducing suitable solutions Maintain superior relationships by responding timely and accurately with our community to ensure a consistent...

Singapore- Wealth Management- PermanentOur client is a global Swiss private banking business seeking a senior Relationship Manager.The position will be a key part in delivering the bank's financial solutions to high net wealth clients.Responsibilities: Develop and maintain client relationships Work with key business partners to satisfy sales targets Daily...

Roles & ResponsibilitiesWe are looking for Relationship Manager to service our Chinese High Net Worth customers.Job Description: Initiate and establish new relationship (accredited investor segment). Develop and strengthen their relationships with the Bank in accordance with relevant business goals. Conduct all required Know Your Customer (KYC), AML...

Roles & ResponsibilitiesPrivate Banking Wealth Management - Business Oversight Compliance and Corporate Bank6 months contractAbout Private BankThe client provides private banking, wealth planning, credit and investment solutions, and brokerage services to private and intermediary clients. Additionally, our clients benefit from access to the breadth of...

Roles & ResponsibilitiesRole DescriptionSupport Private Wealth Management Relationship Manager(s) in providing client service and ensuring that all KYCs (Know Your Customers) and documentation relating to Private Wealth Management transactions are in order.Specific Responsibilities · Initiate and/or follow up on documentation pertaining to new account...

Roles & ResponsibilitiesRole DescriptionSupport Private Wealth Management Relationship Manager(s) in providing client service and ensuring that all KYCs (Know Your Customers) and documentation relating to Private Wealth Management transactions are in order.Specific Responsibilities · Initiate and/or follow up on documentation pertaining to new account...

VP, Relationship Manager, Private Banking (the Philippines Market), Consumer Banking Group VP, Relationship Manager, Private Banking (the Philippines Market), Consumer Banking Group DBS Bank Limited Singapore Posted 1 day ago Permanent Competitive VP, Relationship Manager, Private Banking (the Philippines Market), Consumer Banking Group Business...

Key Responsibilities Meeting with clients to understand their financial goals and conduct comprehensive financial needs analysis to assess their current financial situations. Developing personalized financial plans and recommending strategies for wealth preservation, investment, retirement planning and estate planning. Building and maintaining strong...