Relationship Manager

4 days ago

Singapore CLSA Global Markets Pte Ltd Full time

Senior Relationship Manager, Wealth Management
Position Description
The Relationship Manager (RM) is a key member of the team within Wealth Management, working with HNW / UHNW / Family Offices / EAM clients, leading corporates as well as institutional banks. You will have strong knowledge in insurance and trusts, investment (FX, equities, bonds, structured notes, options, futures, margin trading), capital markets and financing, and be familiar with preparing credit proposals and the onboarding process for clients. You are a team player and possess the instinct to identify new business opportunities.
Key Areas of Responsibilities
Maintain good relationships with existing HNW / UHNW / Family Offices / EAM clients.
Develop business for wealth management clients in generating revenue through secondary and primary broking activities. Scope of work includes

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