High Net Worth Individual Portfolio Manager

2 weeks ago

Singapore beBeeFinancial Full time $80,000 - $150,000

Transform Your Career as a Relationship Manager

About the Role:

This opportunity is perfect for professionals with Premier Banking experience seeking to expand their expertise in Private Banking. As a Relationship Manager, you will be responsible for cultivating and maintaining relationships with high-net-worth individuals while managing their wealth portfolios.

Key Responsibilities:
  • Develop and nurture relationships with high-net-worth clients, utilizing your exceptional interpersonal skills to provide tailored investment advisory services.
  • Work collaboratively with the Private Banking team to achieve business objectives and deliver outstanding client service.
  • Serve as a trusted advisor to clients, enhancing client loyalty and reputation.
Requirements:
  • Bachelor's degree or above in Business, Banking, and Finance or related fields.
  • Minimum 2-3 years' experience in Premier Banking roles.
  • Relevant certifications such as CACS, CMFAS (M9, M9A, M5, HI) preferred.
  • Excellent communication and client management skills.
What Skills Do You Have?
  • Management Skills
  • Investment Advisory
  • Wealth Management
  • Private Banking

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