
HNW Business Development Specialist
1 day ago
Relationship Manager Position
We are seeking a Relationship Manager to join our organization and expand HNW business through various sources. The ideal candidate will actively bond with clients, identify their financial needs, and provide suitable wealth solutions while adhering to regulatory requirements.
- Competitive salary package
- Opportunity to work with high-net-worth individuals to build their financial portfolios
- Promotion path to senior management roles
- Cordial and professional work environment
Key Responsibilities:
- Bond with clients and understand their financial needs
- Establish and manage relationships with HNWI customers
- Provide quality services to clients, addressing their inquiries and needs
- Match financial products with client needs to manage their total wealth
- Aquire, develop, and maintain new clients
Requirements:
- Degree holder with at least 3 years of experience in business development, sales, or client acquisition in wealth management
- Strong network of HNW clients with a proven track record
- Good knowledge of financial products
- CMFAS certification is an added advantage
- Driven and self-motivated individual with a passion for sales
- Proficiency in English and Mandarin languages
- Willingsness to travel occasionally
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