Relationship Manager (Offshore Banking)

Roles and Responsibilities

• Engage and prospect new offshore clients
  
• Understand the financial needs of clients and provide them holistic recommendations &
  solutions.
  
• Consistently update clients on the latest market trends and information regarding their insurance &
  investment portfolio
  
• Work closely with internal stakeholders (investment specialist, banca specialist etc) to curate personalised solutions for clients.
  
• Uphold the bank’s customer service standards and comply with all compliance and regulation standards.
  

Skill and Requirements

• Minimum Diploma required
  
• Minimum 5 years of wealth management experience
  
• Strong sales track record
  
• Strong understanding of financial markets &
  market trends
  
• Strong communication &
  interpersonal skills
  

If you are interested in the role, click on the 'apply' function now! Alternatively, you may contact Claudia at [email protected] for more information.

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

EA Licence No:
11C5502 | EAP Registration No:
R2199597