Private Wealth Relationship Manager
3 weeks ago
☑ Farmer/Account Servicing role
☑ Higth Networth Clients
☑ Office hours in CBD
☑ Attractive bonuses (AWS + VB)
My client is an established brokerage and wealth management platform, that enhances user experience with current market affairs and equipped with powerful analytical tools.
They are looking for a Private Wealth Relationship Manager to:
- Receive sales from multiple channels and conduct conversions into private wealth clients.
- Develop and implement digital campaigns, and supporting events to attract and nurture new leads for the marking team
- Have vast understanding on the employer's platform, what products and solution they offer, and equiped in being able to advise according to the client's needs
- Plan and work independently to achieve personal sales targets within a team setup
- Maintain and build rapport with family offices and HNW clients and establish long term client retention and partnerships.
- Form good understanding on the wealth management landscape and develop a good network within the segment.
Ideally, this person should:
- Possess minimum 3 years of experience in similar roles, facing HNW clients or family offices, focusing on investment/trading products, platforms or solutions.
- Priven track record in dealing with private wealth clients on investments and asset allocation
- Solid knowledge base in multi-assets
If you believe you're the ideal person that my client is looking for, kindly extend your resume to kelly.ng (at) trustrecruit.com.sg or please click on “Apply Now” and provide the below details in your resume.
Only shortlisted candidates will be notified.
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Trust Recruit Pte Ltd
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Tell employers what skills you have
Wealth Management
Account Management
Sales
Investment Advisory
Relationship Management Skills
Brokerage
Asset Allocation
Financial Planning
Interpersonal Skills
Investments
User Experience
Wealth
Compliance
Banking
AML
Team Player
KYC
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