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Relationship Manager

2 months ago

Singapore Fargo Wealth Group Limited Full time
Key Responsibilities:

As a Relationship Manager at Fargo Wealth Group Limited, you will be responsible for developing and managing strong relationships with high net worth (HNW) and ultra high net worth (UHNW) clients in the Asia market.

Client Relationship Management:

  • Develop and maintain strong relationships with HNW and UHNW clients, providing personalized financial and investment advice.
  • Act as the primary point of contact for clients, conducting regular portfolio reviews and meetings to ensure alignment with their financial objectives.

Business Development:

  • Identify and acquire new HNW and UHNW clients in the Asia market, utilizing 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.

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.

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.

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.