Business Development Manager (Wealth Management)

Singapore

Full-time

Finance

Responsibilities

• Acquiring and expanding customer base of HNW/ Family Office/Institutions
• Advising and recommending discretionary wealth and asset management products to meet the client objectives and risk profiles
• Maintain effective and long-term relationship management and holistic understanding of the client needs.
• Conducting regular reviews for the client’s investments and provide updates from the CIO analysis
• Assisting in account opening and onboarding review process of customers
• Fostering and upholding a strong compliance culture regarding regulatory and compliance matters such as anti-money laundering and counter-terrorist financing control activities

Qualifications

• Excellent academic and professional achievements
• Outgoing, entrepreneurial and sociable personality
• 5-8 years of client management experience with proven track record in Wealth Management Advisory and Business Development
• Have in-depth knowledge of equity, bonds, ETF, funds, structured products, and other wealth management products
• Fluency in Mandarin Chinese both written and spoken is a must as you are required to work closely with our stakeholders in our China office.

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