Senior Investment Relationship Manager

2 weeks ago

Singapore beBeeFinancial Full time $80,000 - $120,000
Job Overview

This role is a business relationship development opportunity with high-net-worth individuals, their families and corporates. It involves understanding client needs and requirements, identifying investment opportunities and providing financial advice.

Key Responsibilities:
  • Develop and maintain business relationships with target clients.
  • Bring in new clients and assets under management to the firm.
  • Provide investment advisory and asset allocation services.
  • Assist clients on wealth planning and preservation through various tools and services.
RequirementsKnowledge and Skills:
  • Sound knowledge of international capital markets, major investment instruments and firms' products and services.
  • Ability to understand clients' investment needs and orientation.
  • Passionate for front-line sales roles and interested in financial markets.
  • Excellent interpersonal skills and team player.
  • Highly disciplined and self-motivated.
Qualifications:
  • Solid sales-related experience in banking and finance companies.
  • Direct experience in securities dealing and wealth management roles.
  • Bachelor's degree in relevant majors, preferably an MBA from universities.

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