Senior Relationship Manager
1 month ago
Multi family office looking to expand and is hiring experienced Private Bankers and Senior Relationship Managers.
Responsibilities:
· Work in close collaboration with the senior management to define and execute a successful business strategy
· Identify and acquire new clients/prospects for discretionary portfolio management, investment advice and family wealth planning
· Provide market leading investment advice, product knowledge and expertise.
· Construct customized solutions through strong relationships
· Managing portfolio of customers whilst developing an in-depth understanding of each client's requirements, goals and risk appetite
Requirements:
· Need to have a pool of AUM of US$50M and above. Strong HNW and UHNW network.
· At least 3-5 years of experience in managing a book of HNW clients (APAC region)
· Good understanding of regulatory guidlines, compliance, AML and CDD
· A good knowledge of current global financial markets and trends, as well as local markets
· Private clients, Priority, Privilege, Treasure, Gold, Premium Banking Relationship Manager welcome to apply.
To Apply:
Submit your CV to cynthia.lim@naga-capital.com
Tell employers what skills you have
Product Knowledge
Wealth Management
Relationship Management
Wealth
Financial Markets
Business Strategy
Compliance
Portfolio Management
Financial Analysis
Banking
AML
Regulatory Requirements
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