Relationship Manager, Private Wealth
Core
Provide comprehensive financial business support and maintain close relationships with priority clients to achieve sales goals and deliver high-quality service.
Role type
Client Relationship Manager (Private Wealth)
Builds
Wealth products and market insights for Singapore, U.S., and Hong Kong stocks
Domain
Wealth management / Digital brokerage
Deliverable
client delivery
Required skills
Client relationship management, financial product introduction, telemarketing, market analysis, regulatory compliance awareness
Preferred skills
Private wealth management business processes, risk management, stakeholder collaboration
Technologies
None stated
Responsibilities
Address daily financial inquiries, resolve client issues, introduce wealth products based on client profiles, deliver telemarketing services, collaborate on marketing campaigns
Seniority
Entry-level to Mid-level