The role involves developing and managing a portfolio of High Net Worth clients across offshore markets including North Asia, Southeast Asia, and Non-Resident Indians
Job Summary
The role involves developing and managing a portfolio of High Net Worth clients across offshore markets including North Asia, Southeast Asia, and Non-Resident Indians.
Candidates must collaborate with internal specialists to design tailored investment and wealth management solutions while ensuring high levels of client satisfaction.
The position requires staying updated on financial markets and regulatory changes to provide timely insights and recommendations to clients.
Matching Summary
Match Score: 85
The role involves developing and managing a portfolio of High Net Worth clients across offshore markets including North Asia, Southeast Asia, and Non-Resident Indians.
Skills & Requirements
Must-have
Managing HNW client relationships
Offshore banking experience
Wealth management solutions
Investment product knowledge
Bancassurance expertise
Client retention strategies
Nice-to-have
Culturally relevant communication
Strategic networking skills
Proactive market trend analysis
Portfolio performance reporting
Key Requirements
Minimum 3 years offshore banking experience
Proven track record in HNW relationship management