Wealth Management Business Development Specialist
1 week ago
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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