Wealth Management, Institutional Wealth Advisor (UHNW, $15-20K) (ID: 669853)

Job Description:
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:

1. Develop and maintain business relationships with target clients, bringing in new clients and new AUM to the firm.
2. Provide investment advisory and asset allocation services.
3. 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.
4. Assist clients with wealth planning and preservation through various tools and services.
5. Work in a highly dedicated and professional team environment.

Knowledge

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

Skills and Abilities

• Client service driven.
• Passionate about front-line sales roles and interested in financial markets.
• Effective communicator with strong bilingual skills.

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 degree holder.
• Relevant licenses.

Interested candidates who wish to apply for the advertised position, please click on “Apply”. We regret that only shortlisted candidates will be notified.
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