About the role
AI summarisedThis role is for an Emerging Affluent Relationship Manager in Premier Banking Asia, responsible for managing and growing a portfolio of high-net-worth clients. The position involves providing financial planning, investment advisory, and credit solutions while ensuring compliance with regulatory standards.
BusinessFull-timeGeneral
Key Responsibilities
- Manage and grow a portfolio of emerging affluent clients by providing holistic financial planning and investment advisory services.
- Proactively identify client needs and cross-sell banking products including deposits, investments, insurance, and credit facilities.
- Develop and maintain strong client relationships through regular contact and reviews.
- Prepare and present investment proposals and portfolio reviews to clients.
- Ensure compliance with internal policies and regulatory requirements, including AML and KYC.
- Collaborate with product specialists and other teams to deliver tailored solutions.
- Achieve individual sales targets and contribute to team performance goals.
- Keep abreast of market trends and economic developments to provide timely advice.
Requirements
- Bachelor's degree in Finance, Business, Economics or related field.
- Minimum 3-5 years of experience in wealth management, private banking, or relationship management.
- Strong knowledge of investment products, financial planning, and credit analysis.
- Excellent communication and interpersonal skills, with fluency in English and Mandarin.
- Proven track record in client acquisition and portfolio growth.
- Ability to work independently and as part of a team.
- Strong analytical and problem-solving skills.
- High level of integrity and commitment to compliance.
- Relevant certifications such as CFA or CACS preferred.
- Experience with CRM systems and financial planning tools.