Private Banker/relationship Manager (multi Family Office)

Singapore, Singapore

Job Description


Our client is a leading wealth management firm providing tailored financial solutions to high net worth families. They are seeking a skilled Relationship Manager to join our team and cultivate strategic relationships with High Net Worth Individuals, offering them customised wealth management services and solutions.

Description

  • Develop and nurture relationships with High Net Worth Individuals, understanding their financial objectives, risk tolerance, and investment preferences.
  • Act as the primary point of contact for assigned clients, providing expert guidance and comprehensive wealth management solutions tailored to their unique needs.
  • Collaborate with internal teams, including investment advisors, portfolio managers, and legal/financial experts, to deliver holistic financial strategies aligned with clients\' goals.
  • Conduct regular portfolio reviews and performance analysis, proactively suggesting adjustments or investment opportunities to optimize clients\' portfolios.
  • Stay abreast of market trends, investment products, and regulatory changes to offer informed advice and ensure compliance with industry standards.
  • Drive business development initiatives, identifying opportunities to expand the client base and increase assets under management (AUM) through referrals and networking.
Profile
  • Bachelor\'s degree in Finance, Business Administration, or a related field. Additional certifications such as CACS, CFA, or equivalent are highly desirable.
  • At least 10-15 years of experience and a proven track record in relationship management or private banking, preferably catering to HNWIs.
  • Strong understanding of investment products, wealth management strategies, and financial markets.
  • Exceptional interpersonal and communication skills, with the ability to build rapport and trust with affluent clients.
  • Analytical mindset with proficiency in financial analysis and portfolio management.
  • Entrepreneurial drive, self-motivation, and the ability to thrive in a dynamic and fast-paced environment.
  • High ethical standards, integrity, and a commitment to maintaining client confidentiality.
Job Offer

Competitive salary, performance-based incentives, comprehensive benefits package, and opportunities for professional growth within a dynamic and client-centric environment.

To apply online please click the \'Apply\' button below. For a confidential discussion about this role please contact Almas Alwani Binte at +65 6541 9971.

eFinancialCareers

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Job Detail

  • Job Id
    JD1390582
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Singapore, Singapore
  • Education
    Not mentioned