Partnering with a leading bank that is well known for their wealth management services.
Responsibilities:
- Proactively engage and acquire new offshore High Net Worth (HNW) clients within SEA or NEA
- Assess clients' financial needs and offer comprehensive recommendations and tailored solutions.
- Regularly update clients on market trends and provide insights on their insurance and investment portfolios.
Requirements:
- Minimally 3 years of wealth management experience
- Good understanding of cross border regulations
Company Reg No.: 201131609D, Licence No.: 24S2411, Reg No: R24124284