Expand the client base by identifying and onboarding premier banking accounts across key regional markets, with a focus on Japanese-speaking clients.
Deliver comprehensive financial planning and consultative solutions tailored to client needs
Drive business revenue by introducing appropriate investment strategies, wealth solutions, and market Insights
Deepen existing client relationships through ongoing portfolio reviews and cross-selling relevant banking products
Elevate the overall client journey by maintaining high standards of personal service and advisory excellence
skills and experience required.
Strong background in wealth management sales and relationship advisory within financial services.
Proven track record in portfolio management with exposure to regional market coverage, specifically managing Japanese HNW client accounts.
Proficiency in spoken and written Japanese is required as the incumbent will need to liaise directly with Japanese-speaking clients, evaluate market materials in Japanese, and manage relationships where English is not the primary medium of communication.
Possess relevant regulatory wealth management and investment advisory certifications.
Deep understanding of banking products, investment vehicles, and market analysis.
Strong communication abilities with willingness to travel for business needs.
To apply online please use the apply function (EA: 94C3609/ R21103354)
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about the job.
Expand the client base by identifying and onboarding premier banking accounts across key regional markets, with a focus on Japanese-speaking clients.
Deliver comprehensive financial planning and consultative solutions tailored to client needs
Drive business revenue by introducing appropriate investment strategies, wealth solutions, and market Insights
Deepen existing client relationships through ongoing portfolio reviews and cross-selling relevant banking products
Elevate the overall client journey by maintaining high standards of personal service and advisory excellence
skills and experience required.
Strong background in wealth management sales and relationship advisory within financial services.
Proven track record in portfolio management with exposure to regional market coverage, specifically managing Japanese HNW client accounts.
Proficiency in spoken and written Japanese is required as the incumbent will need to liaise directly with Japanese-speaking clients, evaluate market materials in Japanese, and manage relationships where English is not the primary medium of communication.
Possess relevant regulatory wealth management and investment advisory certifications.
Deep understanding of banking products, investment vehicles, and market analysis.
Strong communication abilities with willingness to travel for business needs.
To apply online please use the apply function
...
(EA: 94C3609/ R21103354)
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skills
no additional skills required
qualifications
no additional qualifications required
education
Bachelor Degree
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about the jobLeadership and Coaching: Mentor and guide Relationship Managers to enhance their sales capabilities, deepen product knowledge, and strengthen client management expertise.Business Development and Growth: Lead initiatives in client acquisition and business expansion to grow the bank’s wealth management portfolios.Performance Management: Deliver regular updates to senior management on team productivity, client satisfaction metrics, and revenue p
about the jobLeadership and Coaching: Mentor and guide Relationship Managers to enhance their sales capabilities, deepen product knowledge, and strengthen client management expertise.Business Development and Growth: Lead initiatives in client acquisition and business expansion to grow the bank’s wealth management portfolios.Performance Management: Deliver regular updates to senior management on team productivity, client satisfaction metrics, and revenue p
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Principal Responsibilities:Develop and manage a customer base, building long-term relationships with an assigned portfolio of clients.Oversee the total wealth of clients, matching financial and investment product solutions to their needs.Demonstrate a genuine interest in customers, helping them achieve their financial goals.Collaborate with Product Specialists to provide advanced technical support and address multiple client needs.Promote services to poten
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