Morgan McKinley
Relationship Manager (Offshore - Emerging Markets & South Asia)
Job Location
Singapore, Singapore
Job Description
The client that we are partnering with is a prestigious bank that is well known for their personalised wealth management services.
Roles and Responsibilities
- Engage and prospect new offshore HNW clients within the South Asia & Emerging Markets (Thailand, Vietanam, Philippines) area.
- Understand the financial needs of clients and provide them holistic recommendations & solutions.
- Consistently update clients on the latest market trends and information regarding their insurance & investment portfolio
- Work closely with internal stakeholders (investment specialist, banca specialist etc) to curate personalised solutions for clients.
- Uphold the bank's customer service standards and comply with all compliance and regulation standards.
- Minimum 3 years of wealth management experience
- Strong understanding of financial markets & market trends
- Good understanding of cross border regulations
(EA:11C5502/R2199597)
Location: Singapore, SG
Posted Date: 11/10/2024
Contact Information
Contact | Human Resources Morgan McKinley |
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