Opportunity Description
- Develop and manage a portfolio of HNW clients across offshore markets such as North Asia, Southeast Asia, Non-Resident Indian and Rest of World
- Build strong client relationships with a focus on long-term engagement and retention
- Identify and acquire new clients through networking, referrals and market-specific business development initiatives
- Collaborate with internal product specialists to design tailored investment, wealth management and bancassurance solutions
- Stay updated on financial markets, regulatory developments and economic trends affecting offshore clients
- Deliver personalised service, conduct regular portfolio reviews and maintain proactive, culturally attuned communication
- Provide timely investment insights and recommendations based on market conditions
- Prepare and present reports on portfolio performance, client activity and business development progress
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