Join a global financial leader offering roles in wealth management - RM, IC & IS
Your new company
A leading global financial institution renowned for its comprehensive suite of wealth management services, it offers an integrated platform that empowers clients to achieve their financial goals through personalised banking, investment, and insurance solutions. Relationship Managers play a pivotal role in cultivating long-term client relationships, identifying cross-selling opportunities, and ensuring all engagements adhere to the highest standards of regulatory compliance. Working alongside them, Investment Specialists provide strategic portfolio advisory based on rigorous market analysis and client-specific objectives, while Insurance Specialists deliver tailored risk protection solutions through in-depth needs assessments and ongoing policy support. Together, these professionals drive a client-centric approach that aligns holistic financial planning with dynamic market conditions and individual aspirations.
Your new role
Relationship Manager - Job Duties
Build and maintain long-term relationships with HNW/ UHNW clients by understanding their financial needs and delivering tailored banking, investment, and insurance solutions.
Identify opportunities to promote a comprehensive suite of financial products and services, ensuring clients receive holistic financial advice aligned with their goals.
Ensure all client interactions and transactions comply with internal policies, KYC/AML regulations, and local banking laws to mitigate financial and reputational risk.
Investment Specialist - Job Duties
Provide expert advice on asset allocation and portfolio construction based on clients' risk profiles, investment objectives, and prevailing market conditions.
Conduct in-depth research on financial markets, investment products, and economic trends to support informed and strategic investment recommendations.
Deliver regular market updates and conduct investment briefings or one-on-one sessions to enhance client understanding of investment opportunities and associated risks.
Insurance Specialist - Job Duties
Evaluate clients' financial situations, personal goals, and life stages to recommend appropriate insurance solutions, including life, health, and general insurance products.
Tailor insurance offerings based on individual client requirements and regulatory frameworks, ensuring comprehensive and personalised risk coverage.
Provide end-to-end assistance with policy servicing, renewals, and claims handling, ensuring a seamless and compliant client experience.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
