CLSA Global Markets Pte Ltd | Senior Relationship Manager, Wealth Management

1 day ago

Singapore CLSA Global Markets Pte Ltd Full time

Senior Relationship Manager, Wealth Management
Position Description
The Relationship Manager (RM) is a key member of the team within Wealth Management, working with HNW / UHNW / Family Offices / EAM clients, leading corporates as well as institutional banks. You will have strong knowledge in insurance and trusts, investment (FX, equities, bonds, structured notes, options, futures, margin trading), capital markets and financing, and be familiar with preparing credit proposals and the onboarding process for clients. You are a team player and possess the instinct to identify new business opportunities.
Key Areas of Responsibilities
Maintain good relationships with existing HNW / UHNW / Family Offices / EAM clients.
Develop business for wealth management clients in generating revenue through secondary and primary broking activities. Scope of work includes account opening, CDD & KYC, product roadshow, project pitching, client visits in Greater China (if necessary) as well as ad-hoc projects.
Provide trading and dealing services, including Singapore, Hong Kong and overseas equities, fixed income, futures, commodities and 3rd party products, and provide post-trade review and data analysis to key clients.
Participate in internal and external business development activities, discover innovative financial products, and raise requests to the product team.
Support the Wealth Management team to promote the company’s professional image.
Possess strong integrity, compliance sense, willingness to learn and progress.
Participate in internal and external business development activities.
Support the Wealth Management team to increase the company’s brand, product awareness among different clients, and market share and penetration.
Assist dealing and IT department in performing relevant system testing and system rollout.
You will be a part of a result-oriented team and enjoy strong management support from leadership and also middle/back office.
Be result-oriented with strong initiative and drive to succeed.
Be customer-focused and able to work under pressure.
Work closely with the product specialists and investment advisors to manage and develop clients’ portfolios, and assist in the growth of the business.
Be responsible for ensuring in-depth credit assessment for new and existing clients.
Be involved in day-to-day business meetings and communicate with clients to solve inquiries on an ad-hoc basis.
Explore compatibility and bring new clients on-board to expand your portfolio.
Requirements
Degree or above (Business / Finance / Engineering discipline) with at least 4 years of working experience.
Result-oriented with strong initiative and drive to succeed.
Customer-focused and able to work under pressure.
Ability to build and maintain strong working relationships with local sales representatives’ experience in providing witness services for account opening.
Possess a strong business network with Greater China clients in Singapore, and have good connections with clients who are interested in investing in overseas financial products.
Excellent communication, interpersonal and relationship skills.
Good command of written and spoken English.
Must be proficient in spoken Mandarin, particularly in product offering concepts and explanation to Greater China clients.
Proficient in written Mandarin communications to clients if necessary.
Possess CACS 1 & 2 certifications, and the relevant CMFAS licensing.
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