Relationship Manager

3 days ago

Singapore AVALLIS INVESTMENTS PTE. LTD. Full time
Roles & Responsibilities

Relationship Manager (EAM)


Avallis Investments is a Singapore-based External Asset Management (EAM) or Independent Asset Management (IAM) firm, holding Capital Markets Services License (CMS) regulated by the Monetary Authority of Singapore. We offer private banking products/solutions, customised portfolio management, fund management, family legacy & succession planning solutions to HNW / UHNW / Family Office / Institutional clients and investors.


Confidential Discussion

You are welcome for a chat whether you are exploring or just fact finding about EAM and private banks. It’s our pleasure to explain to you in details:

· Advantages and disadvantages of the EAM platform compared to private bank

· Are your strengths/weaknesses in terms of your profile, your clients’ profiles and needs better suited in EAM or private bank?

· The ecosystem of products and solutions available in EAM’s open architecture platform, for any clients’ needs that include private banking products/solutions and beyond private banking

· The A-to-Z requirements and process (compliance and operations) in onboarding clients in EAM


Mandatory requirements

· Existing strong relationships with a network of HNW / UHNW clients, family offices or institutional clients

· Preferred: RM experience from any of these sub-sectors: private banking, priority banking, corporate banking, investment banking, securities houses, wealth management firms, HNW insurance

· Non-RMs such as Investment Advisors, Insurance Brokers or Senior Financial Advisers with minimum HNW clients are welcome to apply


Remuneration

· Please note the salary range indicated is the typical total potential income, it is not base salary


Thanks for your interest, we regret only shortlisted candidates will be contacted.


Tell employers what skills you have

Wealth Management
Audit and Compliance
Investment Advisory
Asset Management
Treasury
Middle Office
Regulatory Compliance
Structured Products
Wealth Management Services
Private Wealth Management
Investments
Succession Planning
Investment Banking
Private Banking
Securities
Financial Markets
Capital Markets
Compliance
Portfolio Management
Banking

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