Relationship Manager, Wealth Solutions
2 weeks ago
About the role
CGS-CIMB Securities International Pte. Ltd is one of the leading integrated financial service providers in Asia.
With a global presence in over 20 countries, and backed with an award-winning research team, the Company is well-positioned as Asia's leading financial gateway, providing well researched and in-depth analysis of financial products.
The Relationship Manager must have experience dealing with UHNW clients from Central Asia and advising on portfolios across numerous asset classes, including private equity, venture capital and private credit in addition to the traditional asset classes of equity and fixed income.
The role will entail working closely with the Wealth Advisory team to develop tailored investment portfolios, in addition to overseeing the provision of bespoke family office services to the client.
Responsibilities:
The incumbent will:
- Acquire new and manage existing UHNW & Single Family Office client relationships.
- Develop, advise and manage thematic model portfolios / writing periodic clientfacing house view reports to UHNW client relationships.
- Maintain and strengthen existing client relationships to keep clients on track to achieving their financial objectives.
- Provide trusted advice and service to clients through CGS-CIMB's suite of product and service offering.
- Work with the Wealth Solutions team to provide customized and comprehensive financial planning advises and portfolios for UHNW clients.
- Conduct regular portfolio reviews with clients to anticipate and react to changes in personal financial needs and circumstances with practical solutions.
- Providing clients with uptodate market, economic events and investment opportunities.
- Provide excellent customer service to enhance the client experience with CGS-CIMB.
- Ensure compliance with all regulations (e.g. FAA and SFA), as well as uphold highest ethical standards.
Job Requirements
To thrive in the role, the incumbent should have / be:
- Degree in Banking and Finance discipline or related fields.
- Minimum 5 years of proven experience in private wealth / portfolio management / fund management with an existing client base of affluent/high net worth individuals.
- Possess CMFAS M1, M5, M6, M6A, M8 and M8A, M9, M9A and HI certificates / experience in managing discretionary portfolios under a registered fund management company.
- Good communication, interpersonal and management skills to build lasting client relations.
- Fluency in languages e.g. Kazakhstani language and market understanding as he/she will oversee this country's market.
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