Wealth Management Team Lead/Relationship Manager | Singapore, SG

Wealth Management Team Lead/Relationship Manager

Tangspac Singapore

Posted: 3 days ago
Type: Permanent
Salary: S$100k - S$200k

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.