Client Portfolio Specialist

4 days ago


Singapore LMA Recruitment Full time
Job Description
LMA Recruitment is working with a well-established international bank to recruit a skilled relationship manager. In this role, you will be responsible for managing a diverse portfolio of clients, providing personalized advice on wealth management products, and promoting digital banking channels to reduce in-branch visits.

About the Bank:

The bank offers a wide range of products and services to meet the needs of its customers, including personal banking, business banking, and wealth management.

They are seeking a talented and experienced relationship manager (onshore) who can help clients reach their financial goals.



Key Responsibilities:
  • Grow and manage a portfolio of Premier clients, providing tailored advice on wealth management products.
  • Promote digital banking channels, reducing the need for in-branch visits for simple tasks.
  • Work closely with other team members to provide clients with comprehensive financial solutions.
  • Stay up-to-date with market news and provide advice on wealth management products based on client needs.


Requirements:
  • Minimum 2 years of experience in Wealth Management with a proven track record in managing client portfolios.
  • Strong knowledge of financial markets and investment products.
  • Excellent communication and relationship-building skills, able to work both independently and as part of a team.


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