- Responsibilities: Work with Relationship Managers to enhance client relationships, expand wallet share, and attract high-net-worth prospects.Support Head of Wealth Management in risk oversight for sales and advisory.Develop frameworks for fair client dealings and conduct risk mitigation.Ensures comprehensive disclosures for new investment products before launch.Resolve concerns proactively.Manage vendor relationships, negotiations, agreements, and ongoingResponsibilities: Work with Relationship Managers to enhance client relationships, expand wallet share, and attract high-net-worth prospects.Support Head of Wealth Management in risk oversight for sales and advisory.Develop frameworks for fair client dealings and conduct risk mitigation.Ensures comprehensive disclosures for new investment products before launch.Resolve concerns proactively.Manage vendor relationships, negotiations, agreements, and ongoing
- RELATIONSHIP MANAGER (ULTRA-HIGH/HIGH NET WORTH)Job Description:Build and manage long-term relationships with a portfolio of priority clients.Understand clients’ financial needs and deliver tailored financial solutions to meet their objectives.Provide ongoing advice and support, helping clients make informed decisions about their wealth.Identify and capitalize on opportunities to expand the client base and increase revenue.Work closely with product specialRELATIONSHIP MANAGER (ULTRA-HIGH/HIGH NET WORTH)Job Description:Build and manage long-term relationships with a portfolio of priority clients.Understand clients’ financial needs and deliver tailored financial solutions to meet their objectives.Provide ongoing advice and support, helping clients make informed decisions about their wealth.Identify and capitalize on opportunities to expand the client base and increase revenue.Work closely with product special
- about the companyWorking with a multi-family office providing tailored wealth management solutions for institutional clients, UHNWIs, and their families across the region. about the jobLead the development of business plans, define market strategies, and drive the acquisition and management of HNW/UHNW clients, ensuring sustainable and profitable growth across the international banking space. Conduct thorough due diligence as the first line of defense, enabout the companyWorking with a multi-family office providing tailored wealth management solutions for institutional clients, UHNWIs, and their families across the region. about the jobLead the development of business plans, define market strategies, and drive the acquisition and management of HNW/UHNW clients, ensuring sustainable and profitable growth across the international banking space. Conduct thorough due diligence as the first line of defense, en
- about the companyReputable Private Bank about the jobKey Responsibilities:Framework Design & Maintenance: Design and uphold a robust sales and advisory framework to ensure fair dealing with clients and mitigate conduct risks. This includes overseeing client risk profiling, pricing and risk disclosure, and suitability checks.Product Governance: Ensure all product and risk disclosures for new investment products are thoroughly addressed and resolved beforeabout the companyReputable Private Bank about the jobKey Responsibilities:Framework Design & Maintenance: Design and uphold a robust sales and advisory framework to ensure fair dealing with clients and mitigate conduct risks. This includes overseeing client risk profiling, pricing and risk disclosure, and suitability checks.Product Governance: Ensure all product and risk disclosures for new investment products are thoroughly addressed and resolved before
- about the companyOur client is a well established Private Bank with global footprints.about the jobSupport the investment specialists on research and advisoryWork on both quantitative and qualitative analysisReview clients portfolio and interpret financial dataAssist in the creation and review of proposal decks skills and experience required>2 years of private banking experienceFamiliar with private banking environment and keen in investingExcellent communabout the companyOur client is a well established Private Bank with global footprints.about the jobSupport the investment specialists on research and advisoryWork on both quantitative and qualitative analysisReview clients portfolio and interpret financial dataAssist in the creation and review of proposal decks skills and experience required>2 years of private banking experienceFamiliar with private banking environment and keen in investingExcellent commun
- about the companyReputable High Net Worth (HNW) Insurance Broker about the jobAssist the Consultants in sales support workWork with Consultants / Bankers to arrange medical booking, preparation documentations and obtain financial documentation and KYC requirementsAttend client’s medical examinations or other client’s meetings in Consultant’s absence (face to face with clientele)Liaise with Bankers and clients for meetings, medical arrangements, new & ongoabout the companyReputable High Net Worth (HNW) Insurance Broker about the jobAssist the Consultants in sales support workWork with Consultants / Bankers to arrange medical booking, preparation documentations and obtain financial documentation and KYC requirementsAttend client’s medical examinations or other client’s meetings in Consultant’s absence (face to face with clientele)Liaise with Bankers and clients for meetings, medical arrangements, new & ongo
- about the companyReputable High Net Worth Insurance Broker about the job· Be responsible for the development of new business and client acquisition such as Global Private Banks, Securities Firms, Asset Management and Family Offices by building and fostering relationships with respective private bankers and wealth planners· Build and foster rapport with wealth planners, team leaders and market heads in order to drive referral opportunities with High-Net-Wabout the companyReputable High Net Worth Insurance Broker about the job· Be responsible for the development of new business and client acquisition such as Global Private Banks, Securities Firms, Asset Management and Family Offices by building and fostering relationships with respective private bankers and wealth planners· Build and foster rapport with wealth planners, team leaders and market heads in order to drive referral opportunities with High-Net-W
- About The CompanyOur client is an established Private Bank with a global presence. As part of their expansion plans, we are looking for an experienced Assistant Relationship Manager to join the team!About The JobProcess client payment orders, executing securities, funds, bonds and other tradesTo liaise closely with various stakeholders to investigate and resolve any client enquiries or issuesAssist in account opening process and the maintenance of client dAbout The CompanyOur client is an established Private Bank with a global presence. As part of their expansion plans, we are looking for an experienced Assistant Relationship Manager to join the team!About The JobProcess client payment orders, executing securities, funds, bonds and other tradesTo liaise closely with various stakeholders to investigate and resolve any client enquiries or issuesAssist in account opening process and the maintenance of client d
- about the companyReputable High Net Worth Insurance Broker about the job- Have a deep understanding of the mechanics of High Net Worth (HNW) products including but not limited toUniversal Life, Whole of Life, Endowment, Savings and Term plans- Be adept at using different systems to generate illustrations for different products and differentpermutations- Collate and prepare comparison tables/charts based on business partners/sales consultants' requirementabout the companyReputable High Net Worth Insurance Broker about the job- Have a deep understanding of the mechanics of High Net Worth (HNW) products including but not limited toUniversal Life, Whole of Life, Endowment, Savings and Term plans- Be adept at using different systems to generate illustrations for different products and differentpermutations- Collate and prepare comparison tables/charts based on business partners/sales consultants' requirement
