Investment Consultant / Institutional Wealth Advisor - SG

Investment Consultant / Institutional Wealth Advisor - SG

Our client, a leading Chinese investment bank and financial services provider, is now looking for a driven institutional wealth advisor to join their wealth management team based in Singapore.

Responsibilities:

This position is responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates. Understands client needs and requirements, identifies investment opportunities, and provides financial advice to clients. The job duties associated with this role may include but are not limited to:

• Develop and maintain business relationships with target clients, bringing in new clients and new AUM to the firm.
• Provide investment advisory and asset allocation services.
• Provide trading and execution services for clients on equities, fixed income, foreign exchange, futures and options, mutual funds, hedge funds, PE funds, and structured products.
• Assist clients on wealth planning and preservation through various tools and services.
• Work in a highly dedicated and professional team environment.

Requirements:

Knowledge:

• Sufficient knowledge of the China, Singapore, and other international capital markets, all major investment instruments, and the firm's products and services.
• Understand the clients' investment needs and orientation.

Skills and Abilities:

• Passionate about front-line sales roles and interested in the financial market.
• Excellent interpersonal skills and a team player.
• Highly disciplined and self-motivated.
• Good Mandarin and English.

Qualifications:

• 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, preferably an MBA from universities.