Morgan McKinley

Relationship Manager (Offshore - Emerging Markets & South Asia)

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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.
Skill and Experience required
  • Minimum 3 years of wealth management experience
  • Strong understanding of financial markets & market trends
  • Good understanding of cross border regulations
Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

(EA:11C5502/R2199597)

Location: Singapore, SG

Posted Date: 11/10/2024
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Morgan McKinley

Posted

November 10, 2024
UID: 4932745825

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