Relationship Manager
tangspac search private limited- Posted 8 days ago
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Job Description
About the role
Manage, deepen, and grow a portfolio of HNW Offshore clients by providing tailored financial advice, market updates, and wealth management solutions. Conduct professional, consultative financial analysis to understand client aspirations and partner with product specialists to offer bespoke investment, insurance, and Treasury solutions.
Key responsibilities
Manage, deepen, and grow a portfolio of HNW Offshore clients by providing tailored financial advice, market updates, and wealth management solutions
Conduct professional, consultative financial analysis to understand client aspirations
Partner with product specialists to offer bespoke investment, insurance, and Treasury solutions
Achieve and exceed performance KPIs including AUM growth, revenue generation, and new client acquisition through proactive prospecting and referrals
Strictly adhere to policies, KYC/AML standards, and regulatory requirements to protect the bank and client interests
Deliver superior client experience by providing high-touch service and regular portfolio reviews
About you
Minimum 2 years experience as Relationship Manager or similar in a banking/financial institution setting
Degree holder in Finance, Banking or equivalent
Strong knowledge in wealth management products (equities, funds, treasury, structured products) and financial market
Excellent interpersonal, communication and negotiation skills
Relevant license ( bank will sponsor for 1st exam )
Please note only shortlisted candidates will be notified. Thank you
Interested candidates please email your CV to [Confidential Information]
R23115755 EA25C2690
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