Wealth Management Business Development Specialist

1 week ago


Singapore This is an IT support group Full time

Job Overview:

We are seeking a motivated and driven Wealth Management Team Lead/Relationship Manager to join our team. In this role, you will be responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates.

Key Responsibilities:

  • Understanding client needs and requirements, identifying investment opportunities, and providing financial advice to clients.
  • Developing and maintaining business relationships with target clients, bringing in new clients and new assets under management (AUM) to the firm.
  • Providing investment advisory and asset allocation services.
  • Assisting clients with wealth planning and preservation through various tools and services.

Requirements:

  • CMFAS certified.
  • Passionate about front-line sales roles and interested in the financial market.
  • Solid sales-related experience in banking and finance companies, preferably having direct experience in securities dealing and wealth management roles.
  • Bachelor's degree in relevant majors.


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