
Relationship Manager (High Net Worth)
$ 7,000 - $ 8,000 / month
Checking job availability...
Original
Simplified
- Provide outstanding client experiences.
- Organised, follow-up leads, complete and record appointments, close customer requests
- Support our clients to meet their financial needs, as they progress through their career and life-stages.
- Build relationships for the long-term and understand client's financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions.
- Keep abreast of market trends, new product offerings and the latest campaigns
- Diploma or Degree in Finance, Business, or a related discipline.
- Minimum 3 years of experience in Relationship Management within the Banking or Wealth Management sector.
- Good understanding of Wealth Management products, services, and industry regulations.
- Proven sales experience with a track record in managing affluent or high-net-worth clients.
- Excellent communication, interpersonal, and relationship-building skills.
- Ability to quickly learn and adapt to new financial products, platforms, and digital tools.
- Holds relevant CMFAS certifications (e.g., M5, M6, M8, M9, M9A, HI) as required.
- Self-motivated, resourceful, and results-driven with a high standard of personal integrity.
- Comfortable working in a fast-paced, international, and team-oriented environment.
- Agile mindset with the creativity and courage to challenge the norm and deliver client-focused outcomes.
- Provide outstanding client experiences.
- Organised, follow-up leads, complete and record appointments, close customer requests
- Support our clients to meet their financial needs, as they progress through their career and life-stages.
- Build relationships for the long-term and understand client's financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions.
- Keep abreast of market trends, new product offerings and the latest campaigns
- Diploma or Degree in Finance, Business, or a related discipline.
- Minimum 3 years of experience in Relationship Management within the Banking or Wealth Management sector.
- Good understanding of Wealth Management products, services, and industry regulations.
- Proven sales experience with a track record in managing affluent or high-net-worth clients.
- Excellent communication, interpersonal, and relationship-building skills.
- Ability to quickly learn and adapt to new financial products, platforms, and digital tools.
- Holds relevant CMFAS certifications (e.g., M5, M6, M8, M9, M9A, HI) as required.
- Self-motivated, resourceful, and results-driven with a high standard of personal integrity.
- Comfortable working in a fast-paced, international, and team-oriented environment.
- Agile mindset with the creativity and courage to challenge the norm and deliver client-focused outcomes.