Offshore Relationship Manager (North Asia)
دوام كامل
في Morgan McKinley
في
Singapore
نُشرت يوم April 12, 2024
تفاصيل الوظيفة
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 within the North Asia region
- 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.
- Minimum Diploma required
- Minimum 3 years of wealth management experience
- Strong understanding of financial markets & market trends
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