Senior Relationship Manager

17 hours ago


Singapore NAGA CAPITAL PARTNERS PRIVATE LIMITED Full time

Multi family office looking to expand and is hiring experienced Private Bankers and Senior Relationship Managers.

**Responsibilities**:

- Work in close collaboration with the senior management to define and execute a successful business strategy
- Identify and acquire new clients/prospects for discretionary portfolio management, investment advice and family wealth planning
- Provide market leading investment advice, product knowledge and expertise.
- Construct customized solutions through strong relationships
- Managing portfolio of customers whilst developing an in-depth understanding of each client's requirements, goals and risk appetite

**Requirements**:

- Need to have a pool of AUM of US$50M and above. Strong HNW and UHNW network.
- At least 3-5 years of experience in managing a book of HNW clients (APAC region)
- Good understanding of regulatory guidlines, compliance, AML and CDD
- A good knowledge of current global financial markets and trends, as well as local markets
- Private clients, Priority, Privilege, Treasure, Gold, Premium Banking Relationship Manager welcome to apply.

To Apply:



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