Relationship Manager

1 month ago


Singapore FARGO WEALTH MANAGEMENT (SINGAPORE) PTE. LTD. Full time
Roles & Responsibilities

Company Description

Fargo Wealth Management (Singapore) is a leading Multi-family Office (MFO) and External Asset Manager (EAM) serving global Ultra High Net Worth clients. Headquartered in Hong Kong, Fargo has offices in China and Singapore, as well as booking centers in New York, Liechtenstein, and Zurich. Since its inception in 2017, Fargo Wealth has grown to manage over USD 4 billion in Assets under Management (AUM) with a team of over 100 employees. Our Singapore office was established in Oct 2020 to cater to the increasing demand for wealth management services in Asia.


Job Type: Full-time


Location: SG


Job Description:


As a Client Advisor, you will be responsible for:


- Client Acquisition: Identifying and acquiring new UHNW clients, building relationships, and expanding our business

- Investment Advisory: Providing expert investment guidance, creating personalized investment strategies, and delivering exceptional client service

- Portfolio Management: Managing and optimizing client portfolios, ensuring alignment with their investment objectives and risk tolerance

- Wealth Planning: Developing comprehensive wealth plans, including estate planning, tax optimization, and philanthropy


Requirements:


- Bachelor's degree in Finance, Business, or related field

- Minimum 5 years of experience in wealth management or asset management, with a focus on UHNW clients

- Proven track record of success in client acquisition and relationship management

- In-depth knowledge of financial markets, investment products, and wealth management strategies

- Excellent communication, interpersonal, and presentation skills

- Self-motivated, driven, and goal-oriented with a strong work ethic


We thank all applicants for their interest; however, only those selected for an interview will be contacted.


Equal Employment Opportunity:


Fargo Wealth Management (Singapore) Pte. Ltd. is an equal opportunities employer committed to diversity and inclusion. We welcome applications from qualified candidates of all backgrounds.


Tell employers what skills you have

Wealth Management
Referrals
Investment Advisory
Asset Management
Investment Strategies
Tolerance
Relationship Management
Family Office
Portfolio Management
Asset management, experience
Financial Analysis
Banking
Presentation Skills
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