Relationship Manager (Offshore - North Asia)

The client that we are partnering with is a prestigious bank that is well known for their personalised wealth management services.

Roles and Responsibilities

1. Engage and prospect new offshore HNW clients within the North Asia (Greater China, Hong Kong & Taiwan) area.
2. Understand the financial needs of clients and provide them holistic recommendations & solutions.
3. Consistently update clients on the latest market trends and information regarding their insurance & investment portfolio.
4. Work closely with internal stakeholders (investment specialist, banca specialist, etc.) to curate personalised solutions for clients.
5. Uphold the bank's customer service standards and comply with all compliance and regulation standards.

Skill and Experience Required

1. Minimum 3 years of wealth management experience.
2. Strong understanding of financial markets & market trends.
3. Good understanding of cross-border regulations.

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.