Strategic Financial Advisor for Affluent Clients
5 days ago
As a top global bank, Randstad PTE LIMITED offers a unique opportunity to work in the Offshore Segment.
About the Job
The Offshore Priority Relationship Manager is responsible for managing relationships with affluent High Net Worth clients. This involves client acquisition, providing personalized wealth advisory services, and ongoing servicing of clients' financial needs.
Key Responsibilities:
• Analyze clients' financial situations to advise on their personal financial objectives
• Recommend suitable in-house financial solutions and execute client instructions
• Address queries regarding existing banking and financial transactions
About the Manager/Team
You will be working alongside a supportive manager and a dynamic team of experienced wealth and product specialists.
Requirements:
Minimally 3 years of sales experience in a relevant field is required. Strong analytical skills and good communication abilities are essential. CMFAS papers are necessary, and prior experience as an Offshore Relationship Manager is preferred.
Essential Skills and Qualifications:
• Wealth Management
• Excellent Communication Skills
• Interpersonal Skills
• Investments
• Wealth
• Financial Transactions
• Risk Management
• Selling
• Capital Markets
• Banking
• Capital
• Team Player
• Diplomacy
• Customer Service
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