Relationship Manager

2 weeks ago


Singapore Fargo Wealth Group Limited Full time

**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' financial objectives.

2. **Business Development:**
   - Identify and acquire new HNW and UHNW clients in the Asia market.
   - Utilize your network and industry insights to expand the bank's client base.
   - Work with internal teams to create and implement strategies for client acquisition and retention.

3. **Investment Advisory:**
   - Provide comprehensive financial planning and investment advice, considering clients' risk profiles, goals, and market conditions.
   - Offer a wide range of private banking services, including wealth management, estate planning, and tax optimization.
   - Stay updated on global and regional market trends, economic conditions, and financial products relevant to the Asia market.

4. **Compliance and Risk Management:**
   - Ensure all client interactions and transactions comply with regulatory requirements and the bank's internal policies.
   - Monitor and manage the risk profile of clients' portfolios, adhering to risk management guidelines.
   - Maintain confidentiality and integrity of client information.

5. **Collaboration:**
   - Work closely with product specialists, legal, compliance, and operations teams to deliver a seamless client experience.
   - Participate in team meetings, sharing insights and best practices relevant to the Asia market.

**Qualifications:**

- Bachelor's degree in Finance, Economics, Business, or a related field. A master's degree or CFA certification is a plus.
- Minimum of 5-7 years of experience in private banking, wealth management, or a related field with a focus on the Asia market.
- Strong understanding of the financial services industry, investment products, and market dynamics in Asia.
- Proven track record in client acquisition and relationship management within the HNW and UHNW segments.
- Fluency in English and at least one Asian language (e.g., Mandarin, Cantonese, Bahasa, etc.) is highly preferred.
- Excellent communication, interpersonal, and negotiation skills.
- Strong ethical standards and commitment to client confidentiality.



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