Relationship Manager
2 days ago
LMA Recruitment is working with a well-known international bank with a strong presence in Asia. 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 currently looking for a skilled and experienced Relationship Manager.
Job Responsibilities:
Manage and grow a portfolio of Premier clients, helping them reach their financial goals.
Promote and educate clients on using digital channels for banking, reducing the need for in-branch visits for simple tasks.
Work closely with other team members (investment, insurance, treasury) to provide clients with complete financial solutions.
Keep clients updated with market news and provide tailored advice on wealth management products based on their needs.
Offer financial planning services, ensuring advice matches clients' goals and risk profiles.
Build strong, long-lasting relationships with clients to support their growth and ensure they receive excellent service.
Regularly engage with clients, assessing their needs and offering solutions to meet their financial goals.
Ensure compliance with all KYC/AML regulations and maintain the bank's high standards.
Compliance, Risk & Control:
Adhere to all regulatory requirements, ensuring risk and compliance are properly managed.
Make decisions that protect the bank and its clients, following policies and ethical standards.
Job Requirements:
Minimum 2 years of experience in Wealth Management with a proven track record in managing Premier 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.
Motivated and driven to succeed in a fast-paced, challenging environment.
Strong interpersonal skills with a resilient and collaborative attitude.
The successful candidate will undergo enhanced vetting as part of the recruitment process.
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