Wealth Relationship Manager - North Asia at Fuku

Singapore, , Singapore -

Full Time

Start Date

Immediate

Expiry Date

30 Jun, 26

Salary

0.0

Posted On

01 Apr, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wealth Management, Client Relationship Management, Investment Products, Insurance Solutions, Banking Solutions, Analytical Skills, Problem-Solving Skills, Interpersonal Skills, Communication Skills, Regulatory Compliance, Cross-Selling, Upselling, Portfolio Management, Financial Planning, Team Collaboration, Client Service

Industry

Retail Apparel and Fashion

Description

Leading international banking group, with a presence in over 50 markets and a history spanning more than 150 years. The bank is committed to driving commerce and prosperity through its unique diversity, offering innovative financial solutions and fostering sustainable growth. Job responsibilities: - Develop and manage a portfolio of North Asia high-net-worth clients, providing tailored financial solutions to meet their wealth management needs. - Build and maintain strong, long-term relationships with clients by understanding their financial goals and offering personalized advice on investment, insurance, and banking products. - Proactively identify opportunities to cross-sell and upsell the bank's wealth management products and services. - Conduct regular portfolio reviews with clients to ensure their financial plans remain aligned with their objectives and market conditions. - Stay updated on market trends, investment products, and regulatory changes to provide informed recommendations to clients. - Collaborate with internal teams, including product specialists and investment advisors, to deliver comprehensive financial solutions. - Ensure compliance with all regulatory requirements and internal policies while maintaining the highest standards of professionalism and integrity. - Achieve individual and team sales targets, contributing to the overall growth and profitability of the wealth management division. Job requirements: - Bachelor’s degree in Finance, Business Administration, Economics, or a related field. A professional certification such as CFA, CFP, or equivalent is a plus. - Proven experience in wealth management, private banking, or a similar client-facing role, with a strong track record of managing North Asia high-net-worth clients. - In-depth knowledge of financial products, including investments, insurance, and banking solutions. - Excellent interpersonal and communication skills, with the ability to build trust and rapport with clients. - Strong analytical and problem-solving skills, with the ability to assess client needs and recommend appropriate financial solutions. - Proactive, results-driven, and self-motivated, with a focus on delivering exceptional client service. - Familiarity with regulatory requirements and compliance standards in the financial services industry. - Ability to work effectively in a team-oriented environment and collaborate with cross-functional teams. Job benefits: - Competitive salary and quarterly commission incentives. - Comprehensive health and wellness benefits, including medical, dental, and vision coverage. - Opportunities for professional development and career advancement within a global organization. - Access to world-class training programs and resources to enhance your skills and knowledge. - Employee assistance programs and work-life balance initiatives. - Diverse and inclusive workplace culture that values innovation and collaboration.

Responsibilities

The Wealth Relationship Manager will develop and manage a portfolio of high-net-worth clients in North Asia, providing tailored financial solutions. They will build long-term relationships with clients and ensure their financial plans align with their goals and market conditions.