Private Banking Relationship Manager

About the company

We are partnering a prestigious bank in their search for ambitious & driven relationship managers to join their team. This is a good opportunity for individuals keen on the private wealth space.

Roles and Responsibilities

• Engage and prospect new to bank HNW & UHNW clients.
• Understand the financial needs of clients and provide them holistic wealth management recommendations & solutions such as leverage products, structured products and investment products to help them protect & grow their wealth.
• Consistently update clients on the latest market trends and information regarding their portfolio.
• Regularly engage customers with information relating to the financial products that they have purchased and present new and suitable opportunities to customers
• Work closely with internal stakeholders (product 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 Degree required
• Minimum 6 years of wealth management experience
• Great communication & interpersonal skills
• Self-motivated and driven individuals with strong sales track record
• Good understanding of cross border regulations
• Possess strong knowledge of financial products
• Good understanding of financial markets & investment instruments

If you’re interested in the above role, click on the ’apply’ function now! Alternatively, you can contact Claudia at claudiaw@morganmckinley.com for a confidential discussion.

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 License No: 11C5502 | EAP Registration No: R2199597