Offshore Relationship Manager (Private Clients)

About the company

The client that we are partnering with is one of the world’s leading bank and they are looking to expand their team of relationship managers.

Roles and Responsibilities

• Engage and prospect new offshore clients within the offshore region (ie. south east asia, north asia, south asia, emerging markets)
• 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, bancassurance 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 Diploma required
• Minimum 3 years of wealth management experience
• Strong sales track record
• Strong understanding of financial markets & market trends
• Strong communication & interpersonal skills

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)