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Investment Relationship Manager

2 weeks ago

Singapore This is an IT support group Full time
Key Responsibilities

The Investment Relationship Manager will be responsible for building and maintaining relationships with high net worth individuals and families.

They will work closely with the client to understand their financial goals and objectives, and develop tailored solutions to meet their needs.

The ideal candidate will have a minimum of 10 years' experience in wealth management, with a strong background in client management and relationship-building.

They will also have a deep understanding of Compliance, Risk and Regulatory frameworks, and experience working with senior management.

  • Main Responsibilities:
  • Develop and implement personalized investment strategies for high net worth clients
  • Brief clients on market trends and provide recommendations on investment opportunities
  • Collaborate with other integrated team members to provide a high-quality client service
  • Prepare and present complex financial information to clients in an easily understandable format
  • Continuously monitor and review client portfolios to ensure alignment with their financial goals and objectives