Senior Relationship Manager

7 days ago


Singapore NAGA CAPITAL PARTNERS PRIVATE LIMITED Full time
Job Overview

NAGA CAPITAL PARTNERS PRIVATE LIMITED is seeking a seasoned Senior Relationship Manager - Luxury Wealth Expert to join our team. This is an exciting opportunity for an experienced professional to leverage their expertise in wealth management and relationship building to drive business growth.

Key Responsibilities:
  • Work closely with senior management to develop and execute a successful business strategy, focusing on discretionary portfolio management, investment advice, and family wealth planning.
  • Identify and acquire new clients/prospects, utilizing strong relationships and market-leading investment advice.
  • Provide customized solutions through deep understanding of client requirements, goals, and risk appetite.
  • Manage a portfolio of high-net-worth clients, developing a comprehensive understanding of each client's needs.
Requirements:
  • A minimum pool of AUM of US$50M and above, along with a strong HNW and UHNW network.
  • At least 3-5 years of experience in managing a book of HNW clients, preferably in the APAC region.
  • A good understanding of regulatory guidelines, compliance, AML, and CDD.
  • Strong knowledge of current global financial markets and trends, as well as local markets.
  • Experience with private banking, priority, privilege, treasure, gold, and premium banking relationship management is highly valued.
What We Offer:
  • An attractive estimated salary of ₹25,00,000 - ₹35,00,000 per annum, commensurate with experience.
  • A dynamic work environment that fosters growth and development.
  • The opportunity to work with a reputable company in the industry.

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