About the role
AI summarisedSenior Relationship Manager role at a bank, managing offshore wealth clients from South Asia and Vietnam. Responsible for acquiring and servicing high-net-worth clients, providing investment and credit solutions, and ensuring compliance with regulatory standards.
BusinessFull-timeGeneral
Key Responsibilities
- Acquire and manage a portfolio of high-net-worth clients from South Asia and Vietnam.
- Provide tailored wealth management and investment advisory services.
- Cross-sell banking products including deposits, loans, and insurance.
- Monitor client portfolios and recommend adjustments based on market conditions.
- Ensure compliance with AML, KYC, and other regulatory requirements.
- Prepare credit proposals and conduct risk assessments for lending facilities.
- Collaborate with internal teams to deliver seamless client service.
- Achieve individual sales targets and contribute to team revenue goals.
Requirements
- Minimum 5 years of experience in relationship management or wealth management.
- Strong knowledge of investment products, credit analysis, and risk management.
- Proven track record in acquiring and servicing high-net-worth clients.
- Excellent communication and interpersonal skills.
- Fluent in English and Mandarin; proficiency in Vietnamese is a plus.
- Degree in Business, Finance, Economics, or related field.
- Relevant certifications such as CFA or CACS preferred.
- Ability to work in a fast-paced, target-driven environment.
- Strong understanding of regulatory requirements in Singapore and offshore markets.
- Willingness to travel occasionally for client meetings.