Relationship Manager

2 days ago

Singapore CMB International Capital Corporation Limited Full time

Main Responsibilities:

  • The role of the Private Wealth Management Relationship Manager (RM) is to understand the client requirement, ensure superior service and provide regular updates to the client on financial markets developments and on clients' portfolios
  • Active acquisition of new clients and manage all aspects of client relationship including but not limited to HNW clients, corporate/institutional clients and maintain long-term relationships
  • Provide comprehensive add-value financial service using resources and expertise of the Company platforms, products, services and networks
  • Conducting financial mapping of clients to analyze key parameters including risk profile, asset allocation, investment horizon and liquidity needs.
  • Work together with internal asset management team to develop discretionary

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