Relationship Manager for SEA Market
Core
Primary point of contact for High Net Worth/Ultra High Net Worth private clients, delivering comprehensive wealth management solutions and managing client portfolios.
Role type
Relationship Manager (Private Banking)
Builds
Wealth management solutions and client relationships for sophisticated private clients
Domain
Global Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Portfolio management, investment advice, client acquisition, regulatory compliance, market analysis, product solution matching
Preferred skills
CACS Papers 1 and 2, CMFAS Modules 1B/5/6A/8A, MAS registration
Technologies
T24, Olympics, TEMOS, Microsoft Office
Responsibilities
Responding to client needs, providing investment advice, monitoring client portfolios, acquiring new client relationships, developing marketing strategies, ensuring regulatory compliance
Seniority
Mid-Senior, hands-on IC
