Wealth Management Relationship Manager

4 weeks ago


Singapore CMBI (SINGAPORE) PTE. LIMITED Full time
Roles & Responsibilities

Job Responsibilities:

- Active acquisition of new clients and manage all aspects of client relationship including but not limited to HNW clients, corporate/institutional clients and maintain long-term relationships

- Work together with internal asset management team to develop discretionary account business, cross-border business and new product research & development

- Help Alternative Investment business line to provide various financial solutions to portfolio companies and help to distribute PE/Credit funds

- Provide comprehensive add-value financial service using resources and expertise of the Company platforms, products, services and networks


Requirements:

- 2 - 5 years professional experience (both in asset management and wealth management preferred)

- Proven track record on investment sales/ fund distribution

- Strong presentation and communication skills, detail-oriented and results-focused

- Strong understanding of PE asset and other products

- Fluency in Mandarin, English and Cantonese

- Willing to travel to Hong Kong and Mainland China frequently


Tell employers what skills you have

Wealth Management
Asset Management
Investment Strategies
Financial Planning
Interpersonal Skills
Wealth Accumulation
Investment Management
Cantonese
Emotional Intelligence
Communication Skills
Banking
Financial Advisory
Financial Services
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