Demo

Relationship Manager (Banking - Associate Director)

POSTED ON 4/27/2025 AVAILABLE BEFORE 6/27/2025
MORGAN MCKINLEY PTE. LTD. Islandwide, Full Time

The client that we are partnering with is a prestigious bank that is well known for their personalised wealth management services.

Job Description

  • Relationship building with high net worth (HNW) clients
  • Understand the financial goals of HNW clients and offer wealth management solution such as insurance, leverage products, structured products and investment products to help them protect & grow their wealth
  • Provide excellent customer service and banking experience
  • Regularly send customers information relating to market movements and trend analysis on the financial products that they have purchased and present new and suitable opportunities to customers
  • Engage in networking and marketing campaigns to increase customer base
  • Comply with all regulations and controls as set by the Bank and external regulatory authorities

Skills and experience required

  • Minimum 3 years of sales experience
  • Effective communication skills
  • Analytical and logical thinking

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.


Morgan Mckinley Pte Ltd

Claudia

EA Licence No: 11C5502

EAP Registration No: R2199597

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