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Relationship Manager

4 months ago

Singapore KGI SECURITIES (SINGAPORE) PTE. LTD. Full time
Roles & Responsibilities

Overview of role

  • Sourcing and onboarding of new offshore clients
  • Understand needs, objectives and risk profile of clients
  • Advise clients on investment ideas / opportunities and other wealth management services and ensure investment suitability and timely execution
  • Regular review of investment portfolios and risk profiles with clients
  • Strict observance of risk and compliance / cross-border / AML issues and regulations
  • Ensure that we achieve excellence in our clients' experience, building lasting relationships based on high standards of service and quality advice

Key duties

  • Build-up, maintain and expand a network of clients, introducing them to the company and Wealth Management platform
  • Provide exceptional advice, service and appropriate recommendations to clients with focus on understanding their needs, objectives and risk tolerance.
  • Develop personalized wealth management solutions and investment ideas
  • Enable the client to make informed financial decisions by providing clear, relevant and timely information
  • Regular and timely submission of progress reports, incl. existing business and prospect pipeline.
  • Constant and timely filing of call reports, following meetings with clients.
  • Communicate and work hand-in-hand with investment product and research department, giving input for generating new investment/product ideas
  • Observe and follow regulatory and bank's policies and procedures like advisory handbook, cross-border rules, AML guidelines, and other risk/compliance issues: diligent and prompt reporting of irregularities/red flags to line manager/compliance officer

Requirements

  • 5-10+ years of direct client relationship management experience in wealth management / investment advisory sales
  • Language: Fluent in Mandarin and English
  • Recognized university degree and relevant certification
  • Proven track record in client acquisition and retention success
  • Disciplined, with deep understanding of Compliance and Regulatory framework of the industry
  • Extensive investment product and market knowhow
  • Strong relationship management and sales skills
  • Driven, client-oriented with strong business acumen

Tell employers what skills you have

Wealth Management
Audit and Compliance
Investment Advisory
Middle Office
Regulatory Compliance
Wealth Management Services
Business Acumen
Relationship Management
Compliance
AML
Sourcing