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Redstone Private Banking Search are currently working with a leading EAM platform who offer multi asset services and loan/credit facilities. They are looking to expand operations in Singapore by onboarding a Relationship Manager or team of bankers who cover South East/North Asian clients including Japan.
Key Responsibilities / Tasks
Use marketing and client acquisition tools to develop your portfolio of U/HNW clients from the target markets. Constantly think of new ways to grow your network and improve acquisition methods.
Aim to generate high levels of revenue for the platform through effective portfolio management and product allocation.
Leverage off the platforms' various partnerships and investment products to provide a range of personalised solutions for your clients – considered on a case by case basis.
Coordinate with internal investment + compliance teams and keep up with market changes to offer insightful advice and 'go the extra mile' to achieve high client satisfaction.
Key Qualifications / Experience
Experience in a sales position within a private banking or wealth management environment with a wide knowledge and experience of selling multi asset services / products.
Track record of business development and a strong ROA is highly desirable to due the nature of the platform.
Currently manage a self-built portfolio with total assets above USD 100 MM and a ROA figure of above 80bps