Senior Wealth Relationship Manager (Offshore)
ADECCO PERSONNEL PTE LTD
The candidate will be responsible for acquiring, managing and growing a portfolio of Offshore Premier clients, while delivering top-tier financial advisory services using a wide range of competitive financial products available in the market.
Responsibilities
- Conduct comprehensive financial needs analyses and provide tailored financial advisory & investment solutions to help Premier Banking clients achieve their financial goals.
- Build and strengthen relationships with new & existing customers by regularly sharing market updates, insights and financial products.
- Identify, engage, and follow up with individual prospects to generate new business opportunities.
- Knowledgeable in offshore markets trends and customers' financial needs (eg: North Asia, Malaysia, NRI, Indonesia, Thailand, Korea or ROW)
Requirements
- Bachelor's Degree or min diploma in any discipline.
- Min 3 years of Premier Relationship Manager experience (Candidates with lesser experience will be considered for junior relationship manager position)
- CMFAS certifications
- Good knowledge of investment, insurance and treasury products.