Career
Relationship Manager / Vice President
We build an unique investment platform with the world’s top tiers private banks, our passion is to deliver the best results for your financial needs.
Our External Asset Management Services involves a client opening accounts with private banks and placing assets in the account.
We are currently seeking a high calibre professional to join our team as an Portfolio Wealth Manager which provide professional wealth management services, such as regular financial review, to ensure appropriate wealth management solutions are offered to meet customer needs.
The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients.
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Work with Asset Management team in developing solutions for clients seeking for the External Asset Management services (EAM)
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Present value-proposition to sales leads and current customers
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Provide clients with access to specialists in wealth planning, capital advisory, corporate and private banking, as well as investment solutions and portfolio management.
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Identify customers’ needs and provide customized solutions on a comprehensive range of private banking, investment and wealth management products to customers.
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Promote long term client relationships and enhance the company's value proposition.
Qualifications
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4-6 years' of client relationship experience
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Ability to manage multiple projects and clients
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Strong communication and interpersonal skills
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Qualified for registration as a Securities Intermediary
We Offer
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Wide range of Private Banking products
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Flexible working culture
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Competitive remuneration package
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