Senior Wealth Relationship Manager (Offshore)

Responsible for acquiring, managing, and expanding a portfolio of Offshore Premier clients while delivering high-quality financial advisory services through a broad selection of competitive financial products available in the market.

Responsibilities

• Perform thorough financial needs assessments and deliver customized financial advisory and investment solutions to help Premier Banking clients meet their financial objectives.
• Develop and enhance relationships with new and existing customers by consistently providing market updates, insights, and relevant financial products.
• Recognize potential opportunities by identifying, engaging, and following up with individual prospects to drive new business.
• Maintain strong knowledge of offshore market trends and customers’ financial needs (e.g., North Asia, Malaysia, NRI, Indonesia, Thailand, Korea or ROW).

Requirements

• Bachelor's Degree or minimum diploma in any discipline.
• At least 3 years of Premier Relationship Manager experience (Candidates with less experience will be considered for a junior relationship manager position).
• CMFAS certifications.
• Strong knowledge of investment, insurance, and treasury products.

Vernon Quek

EA License No: 91C2918

Personnel Registration Number: R23111972