Relationship Manager

Responsibilities

• Working with the existing team on ways to grow yown personal portfolio of clients in the APAC region.
• Providing clients investment advice and support as well as promoting the investment products this firm can offer
• Advise on tailor-made solutions to meet clients’ requirements and collaborate with the estate planning unit in the creation of wealth planning solutions
• Travelling and meeting with new clients on a regular basis in order to onboard them as well as in order to grow your portfolio of clients
• Being active on social media and being able to attend various events to meet with new clients

Experience/Requirements

• Minimum 3 years of experience in wealth management gained from banks or insurance companies
• An established and transferable book of clientele base in the APAC Region is necessary
• Having a hunter approach to meeting and on-boarding new clients
• Sound...