A Major Wealth Management firm is looking for a motivated and experienced Relationship Manager to join the team. A newly created role, this individual will identify and develop new wealth management business by building and maintaining relationships with new and existing clients.

Responsibilities:

As a key member of the team, you will be responsible for maintaining and developing relationships with HNW and institutional clients while achieving business targets and growth objectives. This includes providing clients with financial advice, identifying investment opportunities, and developing customized investment solutions to meet clients’ financial goals. You will also manage client portfolios, conduct regular reviews, and provide timely updates on market trends and investment performance. You will also work closely with other team members to ensure high level of client satisfaction.

Qualifications:

The successful candidate has strong academic qualifications and 8-15 years of relevant experience with proven track record of success in private wealth management. You have strong communication and interpersonal skills with the ability to establish and maintain relationships with HNW and institutional clients. You have a thorough understanding of financial markets, investment products, and portfolio management. Role supports Greater China portfolio where you will converse and interact with Greater China clients and fluency in Mandarin is essential. You are a down-to-earth and result-oriented individual with an entrepreneurial mindset who can effectively collaborate with different team members.

To Apply

To apply, please submit your resume to Frondia at fh@kerryconsulting.com quoting the job title: AVP/VP, Senior Relationship Manager/ 25863. We regret that only shortlisted candidates will be notified.

Registration No: R22110503

Type of Work: Permanent

Region: Singapore

License No: 16S8060