Wealth Management Team Lead/Relationship Manager

Posted by Fong Chua, Recruiter

Established CMS and EFA licensed Chinese Bank seeking motivated, driven, and hungry Wealth Management Relationship Managers. No geographical segregation. No product limitations. No client limitation.

Responsibilities

• Developing business relationships with high-net-worth individuals, their families, family offices, and corporates.
• Understanding client needs and requirements, identifying investment opportunities, and providing financial advice to clients.
• Developing and maintaining business relationships with target clients, bringing in new clients and new AUM to the firm.
• Providing investment advisory and asset allocation services.
• Providing trading and execution services for clients on equities, fixed income, foreign exchange, futures and options, mutual funds, hedge funds, PE funds, and structured products.
• Assisting clients with wealth planning and preservation through various tools and services.

Requirements

• CMFAS certified.
• Passionate about front-line sales roles and interested in the financial market.
• Solid sales-related experience in banking and finance companies, preferably having direct experience in securities dealing and wealth management roles.
• Bachelor’s degree in relevant majors.

ABOUT COMPANY: Tangspac Consulting, Singapore, HR & Recruitment. Tangspac Consulting provides resourcing solutions to early-stage startups, fintechs, enterprise technology companies, financial institutions, and government.