Wealth Planning Manager | Multinational Bank

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

• Work closely with investment, insurance and treasury specialists to provide holistic wealth management solutions to Premier Banking clients.
• Manage and grow an assigned client portfolio, driving client acquisition, activation and funding to achieve Premier Banking balance requirements.
• Build and deepen relationships with existing clients through proactive engagement and regular financial reviews.
• Provide market insights and investment updates, identifying clients' financial needs and recommending suitable wealth management solutions.
• Deliver personalised financial planning and advisory services based on clients' financial goals and risk profiles.
• Identify new business opportunities through market analysis, referrals and effective portfolio management.
• Encourage digital adoption by educating clients on digital and remote banking channels to enhance their banking experience.
• Deliver exceptional client service while ensuring compliance with internal policies and regulatory 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 “APPLY NOW” 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