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Relationship Manager, Vice President - Onshore, High Affluent

salary Salary :

$7,000 - 12,000 monthly

icon building Company : Lma
icon briefcase Job Type : Full Time

Job Description - Relationship Manager, Vice President - Onshore, High Affluent

Our client, a leading international bank, is looking to hire exceptional sales individuals to join their team as a Senior Relationship Manager (Onshore).

Key Responsibilities

  1. Manage and grow a portfolio of high affluent / affluent onshore clients
  2. Acquire new clients through internal referrals, networking, and own sourcing channels
  3. Drive growth in Assets Under Management (AUM), deposits, and investment revenue
  4. Provide holistic financial advisory across:
  5. Unit trusts / mutual funds
  6. Structured deposits and structured products
  7. Insurance and wealth protection solutions
  8. Wealth and mortgage solutions

Requirements

  1. Experience in priority banking / wealth management / insurance advisory
  2. Experience managing affluent / HNW clients strongly preferred
  3. Proven track record in sales and consistent achievement of targets
  4. Strong knowledge of investment and wealth products
  5. CMFAS certifications (or equivalent regulatory qualifications) preferred

Feel free to reach out to me at [email protected] and we can have a confidential chat or apply through this listing.

Company Reg No.: 201131609D | License No.: 24S2411 | Reg No: R24121689 | Desiree Low Sher Rae

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