Relationship Manager

1 week ago

Singapore JMC CAPITAL ASSET MANAGEMENT SINGAPORE PTE. LTD. Full time

1. Provide private banking / professional wealth management and investment services to Greater China HNW individual clients (insurance, bonds, funds, equities etc.) based on their investment needs and objectives;
2. Enhance existing clients' portfolios through offering suitable wealth management solutions within our diversified range of products in International private banking platform such as UBS、Credit Suisse 、Julius baer or BOS etc;
3. Build up and maintain business relationships with the portfolio of private banking / wealth management customers;
4. Formulate and execute sales and marketing strategies for the wealth management and other products of the Group to achieve the sales targets;
5. Perform investment portfolio analysis and provide re-allocation recommendation;
6. Work closely with Product Specialist / Investment Consultant Team to ensure the viability of investment portfolios for the achievement of investment objectives of customers;
7. Formulate clients acquisition tactics through workable sales strategy and execution of marketing event/sales activities to generate business;
8. Comply with full compliance with internal guidelines and external regulatory bodies.

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