[Job ID: 401769]
The High Net Worth Banking Relationship Manager is responsible for managing and nurturing relationships with high-net-worth individuals (HNWIs), providing them with personalized financial services, investment advice, and wealth management solutions.
Key Responsibilities:
- Advocate for and cross-sell a variety of banking products and services, including but not limited to loans, deposits, wealth management, bonds, equities, and foreign exchange (FX).
- Conduct regular reviews of clients' portfolios, providing updates, performance analysis, and recommendations for adjustments based on market conditions and clients' changing needs.
- Build and manage strong, long-term relationships with high-net-worth individuals (HNWIs), understanding their financial goals, aspirations, and personal circumstances.
- Develop and implement tailored financial strategies that align with clients' objectives, ensuring a holistic approach to wealth management.
- Ensure a seamless and superior client experience by offering exceptional service and resolving any issues or concerns promptly.
- Work closely with internal teams, such as investment advisors, legal experts, and product specialists, to deliver comprehensive wealth management solutions.
- Stay informed on market trends, economic developments, and regulatory changes to provide timely and relevant advice to clients.
- Cultivate a strong network of referrals and leverage industry contacts to bring in new HNW clients and expand the portfolio.
- Achieve and exceed sales targets and key performance indicators (KPIs), contributing to the bank's growth and profitability.
- Ensure compliance with all relevant regulatory requirements, internal policies, and industry standards when offering financial advice or services.
Requirements:
- Prior experience as a Relationship Manager within Priority/Privilege/Premier Banking.
- Personal Bankers with a proven sales track record or Financial Advisors qualified for MDRT are encouraged to apply.
- Demonstrated sales expertise and ability to work with high-net-worth (HNW) clients.
- Knowledge of wealth management products like FX, bonds, and structured notes.
We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.
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EA Personnel Name: Sandy Ng Mei Qi
EA Personnel Registration Number: R24125475
EA License No.: 07C5771
