Job Description

Our clients are looking for Relationship Managers/Client join or head up teams across different markets like GCM/Indonesia/Taiwan and Japan. Open to individuals with SEA exposure.These will be for Team Heads/Market Heads(VP/EDs) looking for pure play private banks.Please contact Marcus and email your cv directly in word format to corporategovernance@theedgepartnership.comPlease note that due to the high number of applications only shortlisted candidates will be contacted. We regret to inform you that your application for this position was unsuccessful if you do not hear from us in the next 5 business days.EA License: 16S8131Recruiter License: R22104670 corporategovernance@theedgepartnership.comKey responsibilities

• Develop and maintain strong relationships with high-net-worth clients, understanding their financial goals and investment preferences.
• Provide personalized wealth management advice, including investment strategies, estate planning, tax optimization, and retirement planning.
• Collaborate with internal teams to deliver comprehensive financial solutions, ensuring clients receive a holistic approach to wealth management.
• Monitor and manage client portfolios, making adjustments as needed to align with changing market conditions and client objectives.
• Identify new business opportunities through networking, referrals, and client outreach, actively contributing to business growth.
• Stay informed about market trends, economic developments, and regulatory changes that may impact clients' financial plans.
• Prepare and present financial plans and investment proposals to clients, ensuring clarity and transparency in communication.
• Ensure compliance with all regulatory requirements and internal policies, maintaining a high standard of ethics and professionalism.

• 10+ years of experience in private banking, wealth management, or a related financial services role.
• Entrepreneurial mindset
• Proven ability to build and maintain relationships with high-net-worth clients.
• Excellent communication, presentation, and interpersonal skills.
• Highly organized with strong attention to detail and the ability to manage multiple priorities.

The Edge Partnership