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Financial Solutions Provider

1 week ago

Singapore LMA Recruitment Singapore Pte Ltd Full time
About the Bank:
The bank we are collaborating with is a renowned international institution with a substantial presence in Asia. Their product offerings and services cater to the diverse needs of their clientele, encompassing personal banking, business banking, and wealth management. They seek a seasoned relationship manager to cultivate and manage a portfolio of Premier clients, focusing on assisting them in achieving their financial goals.

Responsibilities:
1. Develop and nurture a portfolio of Premier clients by providing expert advice on wealth management products tailored to their specific needs.
2. Encourage clients to leverage digital banking channels, thereby reducing the necessity for in-branch visits for basic transactions.
3. Work closely with fellow team members (investment, insurance, treasury) to deliver comprehensive financial solutions to clients.
4. Keep clients informed about market developments and provide personalized guidance on wealth management products suited to their requirements.
5. Offer customized financial planning services, ensuring that recommendations align with clients' objectives and risk profiles.
6. Establish and maintain long-term relationships with clients, facilitating their growth and ensuring they receive exceptional service.
7. Regularly interact with clients, assessing their needs and suggesting solutions to help them attain their financial objectives.
8. Adhere to rigorous KYC/AML regulations and uphold the bank's high standards.

Requirements:
The ideal candidate will possess a minimum of 2 years of experience in Wealth Management, showcasing a track record of effectively managing Premier client portfolios. Strong knowledge of financial markets and investment products is essential, as is proficiency in effective communication and relationship-building. The ability to work both independently and as part of a cohesive team is also crucial. Furthermore, the selected individual will be highly motivated and driven to succeed within a fast-paced, demanding environment, characterized by robust interpersonal skills, a resilient and cooperative attitude, and the lawful authorization to work in Singapore.