We are assisting a prestigious financial institution in seeking an experienced Relationship Manager for Private Wealth Management. This global financial institution has a robust presence in Asia and is committed to offering comprehensive wealth solutions for high-net-worth individuals. The successful candidate will play a key role in deepening relationships with high-net-worth clients, particularly in the Greater China market.
Role & Responsibilities
- Client Acquisition & Relationship Building: Identify and acquire new high-net-worth clients, nurturing long-term relationships and providing tailored wealth solutions.
- Client Insight & Wealth Planning: Understand clients business backgrounds, sources of wealth, and financial objectives to deliver strategic wealth management services.
- Tailored Financial Solutions: Develop customized investment and risk management solutions that address clients financing and liquidity needs.
- After-Sales Service: Provide consistent, high-quality after-sales support to enhance client satisfaction and trust.
- Performance & Compliance: Meet annual targets and uphold service standards, ensuring compliance with all company and regulatory requirements.
Requirements
- Bachelor's degree with a minimum of 10 to 15 years experience in private wealth management, serving high-net-worth clients.
- Strong familiarity with the Greater China market, including regulatory and compliance requirements.
- In-depth product knowledge and the ability to interact with clients in the Greater China region.
- Singapore Client Advisory Competency Standards (CACS) qualification required.
- Excellent client-facing, sales, and stakeholder management skills.
If you're passionate about wealth management and have expertise in the Greater China market, we invite you to apply by sending your CV to [Confidential Information]. Alternatively, feel free to share this opportunity within your network.
Glenn Wong
Financial Services Business Lead, R1106685
