Relationship Manager (Onshore)
Job Description
LMA Recruitment is working with a well-known international bank with a strong presence in Asia. The bank offers a wide range of products and services to meet the needs of its customers, including personal banking, business banking, and wealth management. They are seeking a skilled and experienced relationship manager (onshore).
Job Responsibilities:
- Manage and grow a portfolio of Premier clients, helping them reach their financial goals.
- Promote and educate clients on using digital channels for banking, reducing the need for in-branch visits for simple tasks.
- Work closely with other team members (investment, insurance, treasury) to provide clients with complete financial solutions.
- Keep clients updated with market news and provide tailored advice on wealth management products based on their needs.
- Offer financial planning services, ensuring advice matches clients goals and risk profiles.
- Build strong, long-lasting relationships with clients to support their growth and ensure they receive excellent service.
- Regularly engage with clients, assessing their needs and offering solutions to meet their financial goals.
- Ensure compliance with all KYC/AML regulations and maintain the bank's high standards.
Compliance, Risk & Control:
- Adhere to all regulatory requirements, ensuring risk and compliance are properly managed.
- Make decisions that protect the bank and its clients, following policies and ethical standards.
Job Requirements:
- Minimum 2 years of experience in Wealth Management with a proven track record in managing Premier client portfolios.
- Strong knowledge of financial markets and investment products.
- Excellent communication and relationship-building skills, able to work both independently and as part of a team.
- Motivated and driven to succeed in a fast-paced, challenging environment.
- Strong interpersonal skills with a resilient and collaborative attitude.
- Must have the legal right to work in Singapore.
- The successful candidate will undergo enhanced vetting as part of the recruitment process.
Company Reg No.: 201131609D | License No.: 24S2411 | Reg No: R1110891 | Hema
Job Description
LMA Recruitment is working with a well-known international bank with a strong presence in Asia. The bank offers a wide range of products and services to meet the needs of its customers, including personal banking, business banking, and wealth management. They are seeking a skilled and experienced relationship manager (onshore).
Job Responsibilities:
- Manage and grow a portfolio of Premier clients, helping them reach their financial goals.
- Promote and educate clients on using digital channels for banking, reducing the need for in-branch visits for simple tasks.
- Work closely with other team members (investment, insurance, treasury) to provide clients with complete financial solutions.
- Keep clients updated with market news and provide tailored advice on wealth management products based on their needs.
- Offer financial planning services, ensuring advice matches clients goals and risk profiles.
- Build strong, long-lasting relationships with clients to support their growth and ensure they receive excellent service.
- Regularly engage with clients, assessing their needs and offering solutions to meet their financial goals.
- Ensure compliance with all KYC/AML regulations and maintain the bank's high standards.
Compliance, Risk & Control:
- Adhere to all regulatory requirements, ensuring risk and compliance are properly managed.
- Make decisions that protect the bank and its clients, following policies and ethical standards.
Job Requirements:
- Minimum 2 years of experience in Wealth Management with a proven track record in managing Premier client portfolios.
- Strong knowledge of financial markets and investment products.
- Excellent communication and relationship-building skills, able to work both independently and as part of a team.
- Motivated and driven to succeed in a fast-paced, challenging environment.
- Strong interpersonal skills with a resilient and collaborative attitude.
- Must have the legal right to work in Singapore.
- The successful candidate will undergo enhanced vetting as part of the recruitment process.
Company Reg No.: 201131609D | License No.: 24S2411 | Reg No: R1110891 | Hema