High Net Worth Client Portfolio Manager

7 days ago


Singapore beBeeInvestment Full time $80,000 - $120,000
High Net Worth Client Portfolio Manager

The role of the High Net Worth Client Portfolio Manager is a dynamic and challenging position that requires an individual with exceptional interpersonal skills, a strong understanding of investment strategies, and the ability to provide tailored advice to high-net-worth individuals.

This role involves managing a portfolio of clients, providing personalized investment solutions, and ensuring exceptional client service to foster long-term relationships.

Responsibilities
  1. Cultivate and deepen trusting long term relationships with new and existing U/HNW individuals.
  2. Identify prospects within the relevant market and utilize market knowledge to actively acquire new clients.
  3. Introduce clients to a wide range of products/investment opportunities based on their suitability and responsible for the success of delivery solutions to clients.
  4. E nsure complete KYC, call reports and documentation for all clients.
  5. Assist in new business/product development and work with products and service specialists in order to best serve client needs.
  6. Contribute to the bottom-line of Wealth Management through the accomplishment of revenue and AUM target.
  7. Comply with regulatory requirements.

This role requires a unique blend of technical expertise, business acumen, and interpersonal skills. The ideal candidate will have a strong track record of building and maintaining client relationships, as well as a deep understanding of investment strategies and products.

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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