Building Relationships in Wealth Management
1 week ago
This is a challenging and rewarding role that requires building long-lasting relationships with high-net-worth clients. As an Investment Counsellor, you will be responsible for partnering with our internal portfolio decision-makers, research teams, client service associates, and sales team to provide exceptional client service.
- Build trusting relationships with clients through proactive communication and regular reviews of their asset allocation.
- Provide educational support to clients on our top-down portfolio strategy, their investments, and important market events.
- Collaborate with the sales team to grow your client base and develop new business opportunities.
Requirements:
- 5+ years of experience in creating and building new client relationships within the investment industry.
- Knowledge of the Singapore asset management industry, regulations, and procedures.
- University degree or suitable graduate diplomas or equivalent combination of experience.
- Ability to yield a thoughtful consultative approach with an emphasis on client focus.
Benefits:
- 100% paid premiums for top-tier supplemental medical, dental, and vision for employees and their qualified dependents.
- Employer-paid therapy, coaching, and other EAP services including well-being support.
- Family Support programs including $10,000* fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care.
- A collaborative working environment that practices ongoing training, educational support, and employee appreciation events.
Our Culture:
We take great pride in our inclusive culture and learning and development framework customized for every employee. We work for a bigger purpose: bettering the investment universe.
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