Associate Relationship Manager for Intermediaries Market SGP
Core
Associate Relationship Manager serving Intermediary clients by delivering comprehensive wealth management solutions, managing client relationships, and acquiring new business.
Role type
Associate Relationship Manager (transitional role towards full RM)
Builds
Wealth management solutions for Intermediary clients
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
client acquisition and retention, cross-selling, investment content provision, risk monitoring, regulatory compliance, client documentation, strategic initiative contribution
Preferred skills
network building, situational adaptability, resilience, autonomous work, willingness to learn
Technologies
Private Banking tools
Responsibilities
Attract prospects and build own client book, respond to client needs, provide investment content with specialists, deepen client relationships via cross-selling, ensure data security and compliance, create marketing strategies, monitor risks, contribute to strategic initiatives
Seniority
Associate Director level, transitional role within a development programme