Wealth Management Relationship Manager

2 weeks ago


Singapore CALIBRIUM CAPITAL PTE. LTD. Full time

General Description
This position is responsible for acquiring, advising and maintaining client relationships

Main Duties

  • Source New Clients and AUMs for the business
  • Develop and maintain client relationships
  • Be a trusted advisor to a group of dedicated clients
  • Build and enhance client asset size over time

Requirements:

  • Fully competent in advising clients on investment products and services.
  • Actively involved in new business development; able to anticipate and capitalize on business opportunities.
  • Keeps up to date with products and services; may give input for new product development.
  • High Energy and Positive Attitude
  • Able to work in a entrepreneurial environment
  • At least 5 8 years' experience in Private Banking/ Wealth Manager/ Multi Family Office/ EAM
  • Investment Advisors or Product Specialists with career aspiration to be Relationship Managers can be considered
  • Strong interpersonal skills, forward looking and selfdriven
  • Equipped with good investment knowledge and client interfacing skills
  • CFA qualification will be an added advantage

Primary Location
Singapore

Job
Relationship Management

Organization
Calibrium Capital Pte Ltd

Schedule
Permanent

Full-time
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