Strategic Wealth Management Professional for High-Net-Worth Clients
18 hours ago
We are seeking a highly skilled Strategic Wealth Management Professional to join our team at Talentvis Singapore Pte. Ltd.
About the RoleThis is an exceptional opportunity for an experienced wealth management professional to lead client relationships and drive business growth in the Greater China market.
Key Responsibilities- Client Acquisition & Relationship Building: Identify and acquire new high-net-worth clients, fostering long-term relationships through tailored wealth solutions.
- Client Insight & Wealth Planning: Understand clients' business backgrounds, sources of wealth, and financial objectives to deliver strategic wealth management services.
- Tailored Financial Solutions: Develop customized investment and risk management solutions addressing clients' financing and liquidity needs.
- After-Sales Service: Provide consistent, high-quality after-sales support enhancing client satisfaction and trust.
- Performance & Compliance: Meet annual targets and uphold service standards ensuring compliance with company and regulatory requirements.
- A Bachelor's degree with 10 to 15 years' experience in private wealth management serving high-net-worth clients.
- Strong familiarity with the Greater China market, including regulatory and compliance requirements.
- In-depth product knowledge and ability to interact with clients in the Greater China region.
- Singapore Client Advisory Competency Standards (CACS) qualification required.
- Excellent client-facing, sales, and stakeholder management skills.
A competitive salary of SGD $120,000 - $180,000 per annum, depending on experience, plus benefits and opportunities for career advancement in a dynamic and supportive environment.
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