Job Description

Our Wealth Management group is looking for dynamic and experienced Relationship Managers who will partner with our clients in achieving their financial goals and provide expert advice on various financial matters.


The ideal candidate will bring their financial expertise and establish long-lasting relationships with clients while contributing to our mission of helping individuals achieve their economic aspirations.

Responsibilities:

Business and Client Management

  • Understand client preference by profiling, probing and assessing clients' background, motivations, investment needs, financial objectives, financial situation to proactively provide wealth management solutions.

  • Understand financial markets, investment products, and wealth management principles

  • Recommend suitable investment products and solutions.

  • Stay updated with market trends, economic developments, and regulatory changes to provide accurate and tim...

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