Relationship Manager

2 months ago

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

JOB DESCRIPTION

  • Maintain and further develop the existing client relationships designated under your care.
  • Deliver and upkeep top quality KYC & Investment Profiling on all your clients and ensure records are kept and updated frequently and as timely as possible.
  • Ensure clear and proactive communication within the team, as well as support the Team Lead on crafting regular communications to clients on investment as well as operational matters.
  • Assist the Team Lead with the development of client management strategies to assist in the alignment of business service provision to client needs and expectations.
  • Participate in the account meetings/reviews with clients (on and offshore) alongside the Team Lead.
  • Assist the Team Lead in the definition and execution of our business development strategy.
  • Serve as a brand ambassador for the culture & values of the company during interactions with clients as well as business events.

QUALIFICATIONS AND COMPETENCIES

  • Candidates must accept this position as a "long term career" commitment and not as a "job" they can often change.
  • Candidate preferably possess at least Bachelor's Degree/ Post Graduate Diploma/ Professional Degree in any field and have passed CACS/module 3 IBF exams or commensurate direct working experience as Client Relationship Manager.
  • Required language(s): English, Chinese (Written and oral Mandarin required while Cantonese would be an asset) to be able to liaise with clients.
  • At least 5 years of related working experience in a bank or fund management company, preferably as a Relationship Manager in Private/Personal banking. We also accept mid-career change bankers, who may come from different banking background or even non-directly relevant industry but have a great client servicing capability and relationship building skill.
  • Required Skill(s): Client Servicing/Relationship management, On-boarding/KYC of clients, Financial Analysis, Investment Portfolio Construction experience.
  • Candidates have worked with investment instruments: Equities / Fixed Income / Funds/Asset Management / FX/MM / Hedge Funds / Securities / Commodities.
  • Competent working experience on Microsoft Outlook Email System, Excel Spreadsheet, Word, PowerPoint Presentation.

Tell employers what skills you have

Asset Management
CACS
Chinese
Client Services
Relationship Management
Quantitative Analytics
Securities
Cantonese
PowerPoint presentations
Financial Analysis
investment portfolio
Hedge Funds
Fixed Income
Business Development
Oral & Written Communication Skills
Equities
Business Relationship Management

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