Relationship Manager (Finance)

TL;DR

Relationship Manager (Finance): Managing and expanding a portfolio of high-net-worth clients within a global private bank with an accent on AUM growth and investment advisory. Focus on achieving annual revenue targets, developing new business opportunities, and providing trusted financial advice.

Location: Onsite

Company

hirify.global is Asia's global private bank, part of the OCBC Group, specializing in wealth management for high-net-worth individuals.

What you will do

• Develop and maintain long-term relationships with a dedicated group of clients.
• Drive growth by achieving annual revenue targets and objectives.
• Increase market share and enhance client asset size over time.
• Provide expert advice to clients on investment products and services.
• Identify and capitalize on new business development opportunities.
• Ensure high quality of client servicing and contribute to new product development.

Requirements

• Minimum AUM book size of USD 150 to 200 million.
• 3-5 years of relevant experience in private banking or wealth management.
• University degree and preferably professional qualifications (CACS Papers I and II).
• Fluent communication in both English and Chinese.
• Strong interpersonal skills and entrepreneurial drive.

Culture & Benefits

• Culture based on openness, teamwork, and fairness.
• Investment in people through professional and personal development programs.
• Attractive remuneration packages.
• Opportunities for career growth within the OCBC Group’s global network of offices.