Overview
Join our client as a Relationship Manager to drive business growth by acquiring and managing clients, leveraging banking and wealth management solutions within a global banking platform
Responsibilities
Conduct professional, consultative financial analysis and client profiling to identify customer needs and objectives
Build and deepen client relationships by providing regular market updates and insights on local and international financial products
Develop and execute monthly sales plans to meet or exceed new business and customer acquisition targets
Drive business development through proactive prospecting, referrals, networking, and promotional activities
Organize and deliver presentations to groups, associations, companies, and other organizations to promote services
Develop referral networks across internal teams and external channels to generate new business opportunities
Deliver high-quality after-sales service and proactively manage client retention to sustain long-term relationships
Maintain compliance with all applicable regulatory, risk management, and internal control requirements
Requirements
Degree in Business Administration, Finance, or a related discipline
RNF and CFMAS certifications
Proven experience in client acquisition and relationship management
Experience managing affluent or high-net-worth clients
Strong knowledge of financial and wealth management products, including investments, funds, equities, insurance, and treasury
Additional language proficiency relevant to effective communication with the client base and business needs
Interested candidates are invited to click
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to submit their application.
Only shortlisted candidates will be contacted for further consideration.
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Joanne Chong Hui Qi | EA Reg. No. R26164310
GRAVITAS RECRUITMENT GROUP (SG) PTE. LTD.
Gravitas is an International recruitment company focusing on Financial services and Technology niches with offices in the Hong Kong, Singapore, London, Leeds, Manchester and Shenzhen.
Regarded as one of the fastest growing global recruitment brands we have grown internationally from our inception in 2010 to over 200 employees.