Wealth Management Relationship Manager

3 weeks ago


Singapore GREENLANE PRIVATE LTD. Full time
Roles & Responsibilities

Job Responsibilities

• Identify and onboard new high-net-worth clients, expanding the client base.

• Drive asset growth and increase assets under management (AUM).

• Generate investment revenue by managing client portfolios effectively.

• Provide personalized wealth management and banking solutions tailored to client needs.

• Ensure strict adherence to regulatory and compliance requirements governing the business.


Requirements

• Established network with strong client acquisition channels.

• Proven ability to convert AUM into revenue-generating opportunities.

• Solid understanding of financial markets and investment products.

• Stay updated on market trends and collaborate with investment specialists to optimize client portfolios.

• Deliver exceptional client service by offering strategic portfolio insights and timely investment recommendations.

• CACS certification is an advantage.


Tell employers what skills you have

Wealth Management
Referrals
Asset Management
Microsoft Excel
Leisure
Interpersonal Skills
Investments
Relationship Management
Wealth
Loans
Private Banking
Compliance
Financial Analysis
Banking
Financial Services
Business Requirements
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