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NAGA CAPITAL PARTNERS PRIVATE LIMITED

Senior Relationship Manager

Early Applicant
  • 2 days ago
  • Be among the first 50 applicants

Job Description

Multi family office looking to expand and is hiring experienced Private Bankers and Senior Relationship Managers.

Responsibilities:

. Work in close collaboration with the senior management to define and execute a successful business strategy

. Identify and acquire new clients/prospects for discretionary portfolio management, investment advice and family wealth planning

. Provide market leading investment advice, product knowledge and expertise.

. Construct customized solutions through strong relationships

. Managing portfolio of customers whilst developing an in-depth understanding of each client's requirements, goals and risk appetite

Requirements:

. Need to have a pool of AUM of US$50M and above. Strong HNW and UHNW network.

. At least 3-5 years of experience in managing a book of HNW clients (APAC region)

. Good understanding of regulatory guidlines, compliance, AML and CDD

. A good knowledge of current global financial markets and trends, as well as local markets

. Private clients, Priority, Privilege, Treasure, Gold, Premium Banking Relationship Manager welcome to apply.

To Apply:

Submit your CV to [Confidential Information]

More Info

Industry:Other

Function:Finance

Job Type:Permanent Job

Skills Required

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Date Posted: 28/11/2024

Job ID: 101740363

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