Wealth Management - Institutional Wealth Advisor

Wealth Management - Institutional Wealth Advisor

Our client, a leading Chinese investment bank and financial services provider, is seeking a motivated Institutional Wealth Advisor to join their Wealth Management team based in Singapore.

Responsibilities:

• Building and maintaining relationships with high-net-worth individuals, their families, family offices, and corporates.
• Understanding client needs, identifying investment opportunities, and providing tailored financial advice.
• Develop and manage relationships with target clients to bring in new clients and assets under management (AUM).
• Deliver investment advisory and asset allocation services.
• Provide trading and execution services across various asset classes.
• Assist clients with wealth planning and preservation through financial tools and services.
• Work collaboratively within a professional and dedicated team environment.

Requirements:

• Bachelor's degree in a relevant field (MBA preferred).
• Proven sales experience in banking or financial services, preferably in securities dealing and wealth management roles.
• Strong understanding of China, Singapore, and other international capital markets, all major investment instruments, and the firm's products and services.
• Ability to assess and understand client investment needs and preferences.
• Client-focused and driven to deliver exceptional service.
• Passion for front-line sales roles and an interest in financial markets.
• Strong communication and interpersonal skills.
• Team-oriented, disciplined, and self-motivated.
• Proficiency in Mandarin (preferred) to liaise with Chinese clients and stakeholders.
• Relevant professional licenses.