Morgan McKinley

Relationship Manager (Offshore - North 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 HNW offshore clients within the North Asia region
  • 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 Requirements
  • Minimum 3 years of wealth management experience
  • Stron"]) self.__next_f.push([1,"g understanding of financial markets & market trends
  • Strong 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: 11/19/2024
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Morgan McKinley

Posted

November 19, 2024
UID: 4942830252

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