Relationship Manager

20 hours ago


Singapore KGI SECURITIES (SINGAPORE) PTE. LTD. Full time
Role Overview

We are seeking a seasoned Relationship Manager to join our team at KGI Securities (Singapore) Pte. Ltd. As a key member of our wealth management team, you will be responsible for building and maintaining strong relationships with our clients, providing them with expert advice and guidance on their investment portfolios.

Key Responsibilities

• Sourcing and onboarding new offshore clients
• Understanding clients' needs, objectives, and risk profiles
• Advising clients on investment ideas and opportunities, ensuring suitability and timely execution
• Regular review of investment portfolios and risk profiles with clients
• Ensuring compliance with risk and regulatory requirements

Requirements

• 5-10+ years of direct client relationship management experience in wealth management/investment advisory sales
• Fluent in Mandarin and English
• Recognized university degree and relevant certification
• Proven track record in client acquisition and retention success
• Strong relationship management and sales skills
• Disciplined, with deep understanding of Compliance and Regulatory framework of the industry
• Extensive investment product and market knowhow

What We Offer

Wealth Management
Audit and Compliance
Investment Advisory
Middle Office
Regulatory Compliance
Wealth Management Services
Business Acumen
Relationship Management
Compliance
AML
Sourcing

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