Responsibilities:
- Build and manage long-term relationships with high-net-worth clients.
- Provide tailored wealth management and investment solutions.
- Drive client acquisition through proactive business development.
- Partner with product specialists to deliver comprehensive financial advice.
- Ensure compliance with internal and regulatory standards.
Requirements:
- Minimum 5 years’ experience in relationship management within banking/wealth management.
- Proven track record in client acquisition and portfolio management.
- Strong knowledge of investment products and financial planning.
- Excellent communication and interpersonal skills.
EA Reg No. R1985302
RCB No. 201417088Z