Epicareer Might not Working Properly
Learn More

Relationship Manager (Offshore Banking)

Salary undisclosed

Apply on

Availability Status

This job is expected to be in high demand and may close soon. We’ll remove this job ad once it's closed.


Original
Simplified

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 in regions such as SEA, North Asia & South Asia.
  • 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.

Skill and Requirements

  • Minimum Diploma required
  • Minimum 5 years of wealth management experience
  • Strong sales track record
  • Strong understanding of cross border regulations
  • Strong understanding of financial markets & market trends
  • Strong communication & interpersonal skills

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

EA Licence No: 11C5502 | EAP Registration No: R2199597