Private Wealth Relationship Manager
3 weeks ago
The client that we are partnering with is a prestigious bank that is well known for their personalised wealth management services.
about the job
- Understand the financial goals of HNW clients and offer wealth management solution such as insurance, leverage products, structured products and investment products to help them protect & grow their wealth
- Regularly engage customers with information relating to the financial products that they have purchased and present new and suitable opportunities to customers
- Comply with all regulations and controls as set by the Bank and external regulatory authorities
skills and experience required
- Minimally 6 years of relevant experience in banking & financial advisory
- Possess strong knowledge of financial products
- Great communication & interpersonal skills
- Self-motivated and driven individuals with strong sales track record
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
EA Licence No: 11C5502
EAP Registration No: R2199597
Tell employers what skills you haveWealth Management
Investment Advisory
Asset Allocation
Structured Products
Work Well Under Pressure
Interpersonal Skills
Investments
Relationship Management
Private Banking
Customer Acquisition
Compliance
Portfolio Management
Networking
Communication Skills
Banking
Foreign Exchange
Presentation Skills
Financial Advisory
Regulatory Requirements
KYC
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