Job ID: 1070953

Responsibilities

• Actively acquire, grow, and manage a portfolio of offshore and international clients, with a strong focus on revenue generation and AUM growth.

• Drive new client acquisition through referrals, prospecting, and strategic networking.

• Conduct high-impact financial needs analysis sessions to identify cross-selling and upselling opportunities.

• Proactively recommend and execute wealth solutions across investments, structured products, bancassurance, and lending.

• Deliver consistent and measurable sales performance, meeting or exceeding individual revenue and portfolio targets.

• Provide regular portfolio reviews, market updates, and investment recommendations to maximise client engagement and wallet share.

• Build deep, long-term client relationships while maintaining a strong commercial mindset.

• Work closely with internal product and investment teams to bring timely solutions to clients.

• Ensure all advisory and sales activities comply with internal policies, regulatory guidelines, and suitability requirements.

Requirements

• Minimum 3 years of experience in relationship management within banking or financial services.

• Strong knowledge of wealth management, financial planning, and investment advisory.

• Experience serving offshore, international, or cross-border clients is a strong advantage.

• Proven ability to manage client relationships and deliver consistent sales performance.

• Strong communication, interpersonal, and relationship-building skills.

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EA Personnel Name: Gabriel Tan
EA Personnel Reg. No.: R22104076
EA Licence No.: 07C5771