Job Posting for Relationship Manager (Offshore Banking - Associate Director) at MORGAN MCKINLEY PTE. LTD.
The client that we are partnering with is a prestigious bank that is well known for their personalised wealth management services.
Roles and Responsibilities
Engage and prospect new offshore clients in regions such as SEA, North Asia & South Asia.
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, banca 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 5 years of wealth management experience
Strong sales track record
Strong understanding of cross border regulations
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.
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