8 Permanent Banking & financial services found

Key Responsibilities:Manage and grow a portfolio of high-net-worth clients with a primary focus on the Philippines market. Develop and execute comprehensive wealth management strategies tailored to client needs, including investment solutions, credit, and other financial services.Cultivate strong, long-lasting client relationships based on trust and a deep understanding of their financial goals.Collaborate with internal product specialists and partners to

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 special

about the jobThis role centers on business development and client acquisition across high-value financial platforms—including Global Private Banks, Securities Firms, Asset Managers, and Family Offices. You’ll cultivate strong partnerships with private bankers and wealth planners to unlock referral opportunities within the High-Net-Worth (HNW) segment.Working collaboratively with client advisors, the role requires a deep understanding of HNW profiles and ob

Responsibilities: Work with Relationship Managers to enhance client relationships, expand wallet share, and attract high-net-worth prospects.Provide tailored investment insights and portfolio strategies to support relationship managers within the PB space Manage a portfolio of high-value accounts, actively identifying opportunities aligned with clients’ financial goals and market conditions.Evaluate individual risk profiles and investment preferences to re

Responsibilities: Provide tailored investment insights and portfolio strategies to support relationship managers within the PB space Manage a portfolio of high-value accounts, actively identifying opportunities aligned with clients’ financial goals and market conditions.Evaluate individual risk profiles and investment preferences to recommend suitable wealth management solutions.Requirements: Education: Bachelor's degree in Finance, Business Administration

about the companyReputable Private Bank about the jobFramework 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.Client & Portfolio Advisory: Partner with Relationship Managers to grow existing client "share of wallet" and attract high-net-worth prospects by deliver

about the companyReputable Private Bank about the jobAttending to Relationship Managers/ Investment Advisers queries on all fixed income matters on a timely and professional manner.Working with other team members, to produce quality communication materials to Relationship Managers/ Investment advisers for fixed income new issues.Prepare Credit research if required.Working with Relationship Managers to produce quality Investment Proposals & Portfolio Review

about the company Reputable Taiwanese Bank about the job· Detailed knowledge of FX analysis and markets· Experience in FX sales, advisory and managing platforms· End to end knowledge of product cycle· Understanding of Financial Markets and key investment concepts· Understanding of portfolio construction and Risk Management concepts· Some project management experience, experience in owning and/ or driving Projects· Some experience in systems and process en