HNWI Relationship Expert

Roles & ResponsibilitiesRole / Responsibilities:Portfolio Management on a Discretionary and Advisory basis Setting up of dedicated funds, etc., Family Office Legacy Planning Trust and Fiduciary Services, etc Ensure coverage of all relationships through client engagement, risk profiling and financial planning Demonstrate an in-depth understanding of...

Roles & ResponsibilitiesJob PurposeThe function of Private Wealth Group, relates to a client-facing role and provides financial advisory services to HNWIs. This incumbent will work closely with Assistant Relationship Managers (ARM), Middle Office and Credit Solution Team. To manage client portfolio and sales KPI figures (Profit and AUM). Geographical...

Roles & ResponsibilitiesWe are looking for a Relationship Manager to join our growing organization. The Relationship Manager is expected to actively expand HNW business through various sources. He/She will be actively bonding with clients in identifying their financial needs and providing suitable wealth solutions, while complying to full compliance as set...

Roles & ResponsibilitiesJob Description:Our client is a leading private bank and they are seeking an experienced and client-focused Relationship Manager to join their Private Wealth team. The successful candidate will be responsible for managing and growing a portfolio of high-net-worth clients, providing tailored wealth management solutions, and ensuring...

Roles & ResponsibilitiesKey Duties:Develop and maintain strong relationships with high-net-worth individuals (HNWIs) and affluent clients. Act as the primary point of contact for clients, addressing their banking and financial needs. Provide personalized solutions and ensure that client expectations are met or exceeded Understand clients' financial goals...

Roles & ResponsibilitiesResponsibilities:Support our group company PC Securities Financial Group with account lifecycle management processes from onboarding to maintenance of clients, follow through documentation up until handover to Operations Establish and manage relationship, build and preserve trusting bonds with clients Handle clients' needs and...

Roles & ResponsibilitiesKey Duties:Develop and maintain strong relationships with high-net-worth individuals (HNWIs) and affluent clients. Act as the primary point of contact for clients, addressing their banking and financial needs. Provide personalized solutions and ensure that client expectations are met or exceeded Understand clients' financial goals...

Roles & Responsibilities[Job ID: 401769]Responsibilties:Providing personalized financial services to high-net-worth individuals (HNWIs) and affluent clients. The primary goal is to build strong relationships and offer tailored banking solutions to meet their financial needs.Develop and maintain long-term relationships with HNW Banking clients, providing them...

Roles & Responsibilities[Job ID: 401769]Responsibilties:Providing personalized financial services to high-net-worth individuals (HNWIs) and affluent clients. The primary goal is to build strong relationships and offer tailored banking solutions to meet their financial needs.Develop and maintain long-term relationships with HNW Banking clients, providing them...

Roles & Responsibilities[Job ID: 520708]Offering customized financial services to high-net-worth individuals (HNWIs) and affluent clients in the Malaysia market, with a focus on building lasting relationships and providing bespoke banking solutions to address their unique financial needs.Responsibilties:Develop and maintain long-term relationships with HNW...

Roles & ResponsibilitiesJob Description:Our client is a leading private bank providing bespoke wealth management solutions to high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs). Currently, they are seeking a dedicated Assistant Relationship Manager (ARM) to support their Relationship Managers in delivering exceptional client...

Fargo Wealth Group seeks a highly skilled Relationship Manager to lead the management and growth of a portfolio of high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) across the Asia market.The successful candidate will have a deep understanding of the diverse markets across Asia, cultural nuances, and a robust network within the...

As a Relationship Manager focusing on the Asia market, you will be responsible for managing and expanding a portfolio of high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) across the region. You will work closely with clients to understand their financial needs and provide tailored wealth management strategies and solutions....

Roles & ResponsibilitiesAbout Huahai ConsultHuahai Consult is a leading advisory firm specializing in wealth management, family office services, and cross-border financial planning. Our business focuses on three core areas: Asset Allocation and Legacy Planning: Emphasizing insurance assets, securities assets, and crypto assets. Immigration and Study...

Roles & ResponsibilitiesAbout Huahai ConsultHuahai Consult is a leading advisory firm specializing in wealth management, family office services, and cross-border financial planning. Our business focuses on three core areas: Asset Allocation and Legacy Planning: Emphasizing insurance assets, securities assets, and crypto assets. Immigration and Study...

Roles & Responsibilities[Job ID: 401769]Responsibilties:Providing personalized financial services to high-net-worth individuals (HNWIs) and affluent clients. The primary goal is to build strong relationships and offer tailored banking solutions to meet their financial needs. Develop and maintain long-term relationships with HNW Banking clients, providing...

Wealth management is at the core of PERSOLKELLY Singapore Pte Ltd's business strategy. To achieve our goals, we need a skilled Relationship Builder to join our team and focus on delivering exceptional customer experiences.Key Responsibilities:Foster long-term relationships with customers by understanding their needs and preferences.Provide expert advice on...

Responsibilities Conduct professional, consultative financial analysis and profiling sessions to address customers’ financial needs and objectives. Build and strengthen customer relationships by providing regular updates on market trends and insights into local and international financial products. Promote and offer a wide variety of banking products to...

Roles & ResponsibilitiesAre you seeking a new career opportunity with higher income potential and growth prospects? If you have excellent people skills and a strong drive to succeed, this is your chance to step into a highly rewarding sales career.Join a leading global bank as a Relationship Manager and play a key role in driving business growth—no prior...

Job SummaryWe are seeking an experienced Trade Finance Expert to join our team at the Bank of China Limited Singapore Branch. As a key member of our commercial banking department, you will be responsible for building and maintaining strong relationships with our clients, providing expert advice on trade finance solutions, and driving sales growth through...