Relationship Manager (Wealth)

Key Responsibilities

• Portfolio Management: Acquire and manage a portfolio of clients with an AUM ranging from 100k to 3 million.
• Wealth Advisory: Act as a trusted advisor by analyzing clients' financial goals and matching them with tailored investment strategies to expand their portfolios.
• Product Promotion: Market a comprehensive suite of retail banking solutions, including unit trusts, bancassurance, treasury products, credit cards, and deposits.
• Relationship Building: Cultivate strong, long-term relationships with both new and existing clients, proactively identifying cross-selling opportunities to mutually benefit the client and the institution.

Qualifications

• Prior experience in the Financial Services sector is highly advantageous, particularly in a Personal Banker or Wealth Management role.
• Open to all sales backgrounds: Ambitious professionals with experience in general sales are strong...