Relationship Manager (Onshore)
Job Description
LMA Recruitment is proud to partner with a well-established international bank with a strong presence in Asia. The bank offers a comprehensive range of financial products and services, including personal banking, business banking, and wealth management.They are currently seeking an experienced and dynamicRelationship Managerto join their Wealth Management team.
Role Overview
As a Wealth Management Relationship Manager, you will be a highly motivated professional with a passion for engaging clients and expanding your network through both tele-prospecting and in-person interactions. Your primary focus will be on building and maintaining long-term relationships with mass-affluent clients, delivering tailored financial solutions to help them grow and manage their wealth effectively
Key Responsibilities- Provide expert financial advice and comprehensive wealth management solutions to Premier/Privilege Wealth Management and retail clients, covering key areas such as insurance, investments, and unit trusts.
- Maintain an in-depth understanding of the bank's product offerings and services to effectively meet clients financial objectives and long-term goals.
- Proactively develop and strengthen relationships with existing clients while actively expanding the customer base through prospecting and networking.
- Consistently achieve sales targets and key performance indicators (KPIs), ensuring high levels of client satisfaction and sustainable business growth.
- A diploma or higher qualification in a relevant field.
- Minimum of 2 years experience in financial advisory roles within the banking or financial services industry.
- Possession of the necessary regulatory certifications for advising on investment products under the Financial Advisers Act (FAA) framework, including CMFAS Modules 5, 8, 8A, 9, 9A, and Health Insurance.
- Strong interpersonal and communication skills, with a proven track record of meeting or exceeding sales targets.
- Deep understanding of wealth management and investment products, as well as knowledge of industry trends and market dynamics.
Why Join
Be part of a globally recognized financial institution with a strong presence in Asia.
Competitive compensation and incentives for high performance.
Continuous learning and career development opportunities.
A supportive and dynamic work environment that fosters professional growth.
Company Reg No.: 201131609D | License No.: 24S2411 | Reg No: R1110891 | Hema