Senior Relationship Manager
Found in: Talent SG 2A C2 - 2 weeks ago
Responsibilities:
- Develop existing and new client relationships
- Conduct financial analysis and profiling sessions with clients to understand their financial needs and objectives
- Understand clients’ background and drive the KYC due diligence as a first line of defence, so as to comply with all regulations and policies in line with the regulatory and internal requirements
Requirements:
- Client-focused with excellent interpersonal and communication skills
- At least 8-10 years of relevant experience in Wealth Management sector
- Strong product knowledge in wealth management to advise clients on investment portfolio
- Good understanding of regulatory guidelines, Compliance, AML and CDD requirements
- Relevant tertiary education and financial certifications
Tell employers what skills you have
Product Knowledge
Wealth Management
Excellent Communication Skills
Investment Advisory
Investment Strategies
Asset Allocation
Due Diligence
Interpersonal Skills
Relationship Management
Private Banking
Risk Management
Compliance
Advising Clients
AML
Financial Advisory
Team Player
Regulatory Requirements
KYC
Business Development
Financial Services
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