Account Manager – UHNW

Location: Singapore

Join a prestigious ultra-high net worth financial service provider renowned for delivering exceptional wealth management solutions. My client is a prestigious financial service provider specializing in catering to ultra-high net worth individuals. They are committed to delivering exceptional service and tailored financial solutions that meet the unique needs of their elite clientele.

We are seeking a dedicated and experienced Account Manager to join the team. The ideal candidate will be responsible for managing client relationships, ensuring exceptional service delivery, and driving client satisfaction.

Responsibilities:
• Serve as the primary point of contact for ultra-high net worth clients, building and maintaining strong relationships.
• Understand clients’ financial goals and provide tailored solutions to meet their needs.
• Monitor account performance and proactively address any issues or concerns.
• Conduct regular client reviews and provide insights to enhance client satisfaction and retention.
• Support the planning and execution of events, webinars, and client engagement initiatives to strengthen relationships with existing and prospective clients.
• Identify opportunities for cross-selling and upselling financial services.
• Stay updated on industry trends and regulatory changes to provide informed advice to clients.
Requirements:
• Bachelor’s degree in marketing, Business Management, or other related discipline
• 3-5 years of experience in marketing, preferably within the private banking or UHNW insurance sectors.
• Strong understanding of financial products and services.
• Excellent communication and interpersonal skills, with a client-centric approach.
• Proven ability to manage multiple accounts and deliver results in a fast-paced environment.
• Language – good command of English and Mandarin
If you are a strategic thinker with a passion for luxury financial services and a desire to drive impactful distribution initiatives, we invite you to apply. Please submit your resume detailing your relevant experience to cleung@captarpartners.com.

Shortlisted candidates will be contacted by our team of consultants.