About the role
AI summarisedThis is a VP/AVP level role in the Consumer Banking Group at a bank, focusing on managing offshore wealth relationships for Global/ASEAN clients. The Relationship Manager is responsible for acquiring and servicing high net worth clients, offering banking and investment products while ensuring compliance with regulatory standards.
BusinessFull-timeGeneral
Key Responsibilities
- Acquire and manage a portfolio of high net worth offshore clients
- Provide financial advisory and investment solutions to clients
- Cross-sell banking products including deposits, loans, and wealth management
- Ensure compliance with AML/KYC and regulatory requirements
- Build and maintain long-term client relationships
- Achieve individual sales targets and contribute to team goals
- Prepare and present investment proposals to clients
- Monitor market trends and provide timely updates to clients
Requirements
- Bachelor's degree in any discipline
- Minimum 5 years of experience in wealth management or private banking
- Strong knowledge of investment products and financial markets
- Proven track record in client acquisition and relationship management
- Excellent communication and interpersonal skills
- Ability to work independently and in a team
- Relevant certifications such as CACS or CMFAS preferred
- Familiarity with offshore banking regulations
- Proficiency in English and Mandarin to serve Chinese-speaking clients
- Strong analytical and problem-solving skills