Relationship Manager (ASEAN), Wealth Management
CLSA(10 months ago)
About this role
A Relationship Manager focused on the ASEAN region, serving High-Net-Worth individuals and corporate clients by delivering tailored investment solutions. The role contributes to business growth within the wealth management practice and supports the firm’s regional market presence. This position is suited for an experienced finance professional with client-facing responsibilities in private banking and wealth advisory.
Required Skills
- Relationship Management
- Client Acquisition
- Portfolio Management
- Investment Products
- Financial Planning
- Risk Management
- Compliance
- Sales
- Communication
- Presentation
Qualifications
- Bachelor's Degree
- CMFAS Certification
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