Manager, Relationship Manager, Wealth Banking

Roles & ResponsibilitiesJob Description:1. Grow the business through proactive acquisition and retention of HNW/ UHNW clients;2. Build and develop a deep understanding of clients’ investment needs;3. Provide sound financial advice to clients working in partnership with different internal teams;4. Be a strong advisor to the clients in their wealth planning...

Roles & ResponsibilitiesJob Description:1. Grow the business through proactive acquisition and retention of HNW/ UHNW clients;2. Build and develop a deep understanding of clients’ investment needs;3. Provide sound financial advice to clients working in partnership with different internal teams;4. Be a strong advisor to the clients in their wealth planning...

Client Service Officer - Wealth Management M/F Business type Types of Jobs - Sales / Customer Service Job title Client Service Officer - Wealth Management M/F Contract type Permanent Contract Job summary As a Wealth Management generalist, the Client Service Officer (CSO) works within a CSO team under the responsibility of a Team Coordinator CSO (CCSO). His...

Company OverviewWe are a dynamic organization, Elite Wealth Consultancy, focused on empowering our clients to grow and manage their wealth effectively. We believe in the unique strengths of each individual and seek enthusiastic and driven individuals to join us on this journey of growth and success.SalaryWe offer a competitive salary range estimated at...

Roles & ResponsibilitiesKey Responsibilities Working closely with other members of the Wealth Management team, such as investment, insurance, treasury specialists to provide holistic solutions to our offshore banking Priority clients Provide clients with regular market updates, endeavouring to understand our clients' financial needs and recommending...

Roles & ResponsibilitiesKey Responsibilities Working closely with other members of the Wealth Management team, such as investment, insurance, treasury specialists to provide holistic solutions to our offshore banking Priority clients Provide clients with regular market updates, endeavouring to understand our clients' financial needs and recommending...

Roles & ResponsibilitiesYou will be part of a team of seasoned financial professionals. As a Relationship Manager within the Wealth Banking business, you will be responsible for rendering financial advisory to UOB's mass-affluent customers. You are expected to achieve individual sales target while ensuring accurate and timely completion of the entire sales...

Roles & ResponsibilitiesYou will be part of a team of seasoned financial professionals. As a Relationship Manager within the Wealth Banking business, you will be responsible for rendering financial advisory to UOB's mass-affluent customers. You are expected to achieve individual sales target while ensuring accurate and timely completion of the entire sales...

Client Service Officer - Wealth Management M/F Business type Types of Jobs - Sales / Customer Service Job title Client Service Officer - Wealth Management M/F Contract type Permanent Contract Job summary As a Wealth Management generalist, the Client Service Officer (CSO) works within a CSO team under the responsibility of a Team Coordinator CSO (CCSO). His...

Job Description: 1. Grow the business through proactive acquisition and retention of HNW/ UHNW clients; 2. Build and develop a deep understanding of clients’ investment needs; 3. Provide sound financial advice to clients working in partnership with different internal teams; 4. Be a strong advisor to the clients in their wealth planning and work to...

Roles & ResponsibilitiesResponsibilitiesWe are looking for qualified wealth-planning professionals to join our Retail Banking team. As a Prestigious Wealth Management Relationship Manager, you are self-driven, enjoy interacting with people and are adept at building a network of customers via tele-prospecting and in-person interactions. With a focus on...

Roles & ResponsibilitiesResponsibilitiesWe are looking for qualified wealth-planning professionals to join our Retail Banking team. As a Prestigious Wealth Management Relationship Manager, you are self-driven, enjoy interacting with people and are adept at building a network of customers via tele-prospecting and in-person interactions. With a focus on...

About the Role: As a Relationship Manager focusing on the Asia market, you will be responsible for managing and expanding a portfolio of high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) across the region. You will work closely with clients to understand their financial needs and provide tailored wealth management strategies...

Roles & ResponsibilitiesResponsibilitiesWe are looking for qualified wealth-planning professionals to join our Retail Banking team. As a Relationship Manager, you are self-driven, enjoy interacting with people and are adept at building a network of customers via tele-prospecting and in-person interactions. With a focus on forging long-term relationships with...

Roles & ResponsibilitiesResponsibilitiesWe are looking for qualified wealth-planning professionals to join our Retail Banking team. As a Relationship Manager, you are self-driven, enjoy interacting with people and are adept at building a network of customers via tele-prospecting and in-person interactions. With a focus on forging long-term relationships with...

**Key Responsibilities:** 1. **Client Relationship Management:**    - Develop, manage, and nurture strong relationships with HNW and UHNW clients across the Asia market.    - Act as the primary point of contact, offering personalized financial and investment advice.    - Conduct regular portfolio reviews and meetings to ensure alignment with clients'...

Roles & ResponsibilitiesJob Responsibilities:- Active acquisition of new clients and manage all aspects of client relationship including but not limited to HNW clients, corporate/institutional clients and maintain long-term relationships- Work together with internal asset management team to develop discretionary account business, cross-border business and...

Roles & ResponsibilitiesJob Responsibilities:- Active acquisition of new clients and manage all aspects of client relationship including but not limited to HNW clients, corporate/institutional clients and maintain long-term relationships- Work together with internal asset management team to develop discretionary account business, cross-border business and...

Roles & ResponsibilitiesAs a Relationship Manager, you will engage in day-to-day tasks such as financial planning, retirement planning, investment management, and providing financial advisory services. This role involves working closely with clients to understand their needs and develop customized financial strategies.We offer B2B and B2C solutions in the...

Roles & ResponsibilitiesAs a Relationship Manager, you will engage in day-to-day tasks such as financial planning, retirement planning, investment management, and providing financial advisory services. This role involves working closely with clients to understand their needs and develop customized financial strategies.We offer B2B and B2C solutions in the...