Support Senior Relationship Managers (RMs) to maximize client relationship value, enhance engagement, and deliver needs-based solutions and fair outcomes for customers.
Assist in proactive client management by accompanying RMs to client meetings as needed, and serve as the primary contact for daily account relationship maintenance, including onboarding investment accounts and providing asset advice.
Collaborate with senior RMs, product specialists, and subject matter experts to develop tailored solutions that meet clients' specific needs.
Prepare analyses, proposals, and presentations for potential customers.
Ensure compliance with regulatory requirements
Evaluate risk appropriately in business decisions, with careful consideration for the Bank’s reputation, and ensure compliance with laws, rules, and regulations, ethical conduct, and reporting of control issues.
Requirements:
Bachelor's or Master's degree from a locally recognized university.
Minimum of 1 year of experience in wealth planning in the banking industry.
Excellent communication and interpersonal skills.
Resourceful, results-oriented, and sales-driven with strong business development acumen.
(EA: 94C3609/ R21103354)
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about the job
Support Senior Relationship Managers (RMs) to maximize client relationship value, enhance engagement, and deliver needs-based solutions and fair outcomes for customers.
Assist in proactive client management by accompanying RMs to client meetings as needed, and serve as the primary contact for daily account relationship maintenance, including onboarding investment accounts and providing asset advice.
Collaborate with senior RMs, product specialists, and subject matter experts to develop tailored solutions that meet clients' specific needs.
Prepare analyses, proposals, and presentations for potential customers.
Ensure compliance with regulatory requirements
Evaluate risk appropriately in business decisions, with careful consideration for the Bank’s reputation, and ensure compliance with laws, rules, and regulations, ethical conduct, and reporting of control issues.
Requirements:
Bachelor's or Master's degree from a locally recognized university.
Minimum of 1 year of experience in wealth planning in the banking industry.
Excellent communication and interpersonal skills.
Resourceful, results-oriented, and sales-driven with strong business development acumen.
(EA: 94C3609/ R21103354)
...
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skills
no additional skills required
qualifications
no additional qualifications required
education
Bachelor Degree
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about the company Our client is one of the largest banks in the world. They offer a full-suite of banking services to meet the needs of customers across the world. They continually invest in people and technology to create the best banking experience, and strongly believe in supporting the growth ambitions of its stakeholders.about the job You will be responsible for preparation, review and submission of MAS returnsResponsible for timely and accurate prepa
about the company Our client is one of the largest banks in the world. They offer a full-suite of banking services to meet the needs of customers across the world. They continually invest in people and technology to create the best banking experience, and strongly believe in supporting the growth ambitions of its stakeholders.about the job You will be responsible for preparation, review and submission of MAS returnsResponsible for timely and accurate prepa
Happy to speak to individuals who comes from outside the banking industry! CMFAS certificates will be paid forSupportive environment with mentoring and training provided. This is a sales position within a bank - 5.5 days (branch hours) about the companyAs a global leading bank operating on a huge network, they are now looking to expand their team of relationship managers.The company focuses on excellent customer service and people development to thrive and
Happy to speak to individuals who comes from outside the banking industry! CMFAS certificates will be paid forSupportive environment with mentoring and training provided. This is a sales position within a bank - 5.5 days (branch hours) about the companyAs a global leading bank operating on a huge network, they are now looking to expand their team of relationship managers.The company focuses on excellent customer service and people development to thrive and
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about the jobGrowing the wealth of high net-worth individuals and providing professional services for their banking needs; including insurance and investment across the following markets ((North Asia, Malaysia, Indonesia, ROW, India market etc.) about the manager/teamWorking alongside a competent team, you will have to opportunity to grow in the banking space. skills and experience requiredA degree is minimally required with 3 years of experience in the
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