Premier Client Advocate

3 days ago


Singapore LMA Recruitment Full time
Join Our Team
LMA Recruitment is seeking a talented relationship manager to join our team. As a key member of our team, you will be responsible for managing a portfolio of clients, providing expert advice on wealth management products, and promoting digital banking channels to enhance client satisfaction.

About the Role:
  • 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.
  • Collaborate with other team members to offer comprehensive financial solutions to clients.
  • Keep clients updated with market news and provide advice on wealth management products based on their 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 independently and as part of a team.


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