Job Views:  
2551
Applications:  40
Recruiter Actions:  1

Job Code

622861

Senior Manager - Wealth Management - HNI - BFS

Posted 6 years ago
Posted 6 years ago

The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)

- Maintaining client relationships and generate AUM from preferred clients.

- Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

- Track the Affluent & Super Affluent Client segment in the market for new client acquisition

- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.

- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.

- To conduct and assist in organizing seminars, workshops and other business development activities.

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Job Views:  
2551
Applications:  40
Recruiter Actions:  1

Job Code

622861

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