About the role
AI summarisedSenior Relationship Manager responsible for managing and growing a portfolio of high-net-worth clients in the offshore South Asia market, focusing on Malaysia. The role involves providing wealth management solutions, investment advisory, and ensuring compliance with regulatory standards.
BusinessFull-timeGeneral
Key Responsibilities
- Manage and grow a portfolio of high-net-worth clients in the offshore South Asia market, focusing on Malaysia.
- Provide tailored wealth management solutions including investment advisory, portfolio management, and financial planning.
- Proactively identify and acquire new client relationships through networking and referrals.
- Cross-sell banking products and services to deepen client relationships.
- Ensure compliance with AML, KYC, and other regulatory requirements.
- Monitor client portfolios and provide regular performance reviews and market updates.
- Collaborate with internal product specialists to deliver comprehensive solutions.
- Maintain accurate client records and documentation.
Requirements
- Minimum 5 years of experience in relationship management or wealth management in the banking industry.
- Proven track record in managing high-net-worth clients and achieving sales targets.
- Strong knowledge of investment products, financial markets, and wealth planning.
- Excellent communication and interpersonal skills.
- Fluency in English and Mandarin is required to serve the South Asia client base.
- Bachelor's degree in Business, Finance, Economics, or related field.
- Relevant certifications such as CFA or CISI are preferred.
- Ability to work independently and as part of a team.
- Strong analytical and problem-solving skills.
- High level of integrity and commitment to compliance.