Job Description
Relationship Manager, Private Wealth (SEA Market) Responsibilities
- Achieve personal KPIs related to new high-net-worth client acquisition, AUM growth, and revenue targets
- Actively prospect and engage potential clients from own connections and resources, including high-net-worth individuals and corporate clients
- Prepare and deliver sales presentations, proposals, and product pitches tailored to client needs
- Promote brokerage products, equities, mutual funds, structured products, derivatives and private banking services
- Conduct market and client research to identify potential sales and growth opportunities
- Provide administrative support, including account openings, documentation, and compliance checks
- Participate in client meetings, events, and roadshows to generate leads and strengthen relationships
- Collaborate with internal teams (risk, operations, finance, compliance) to ensure smooth client...