Relationship Manager(Onshore)

1 week ago

Singapore LMA Full time

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 (Onshore).

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.

Company Reg No.: 201131609D | License No.: 24S2411 | Reg No: R1110891 | Hema
- ABOUT COMPANY
- LMA Recruitment Singapore
- Singapore

34 Employees HR & Recruitment

Since 1999, LMA Recruitment has been providing leading businesses across the APAC, UK, Europe and ANZ with award winning recruitment services. Our con...

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