Relationship manager

6 days ago


Singapore Avallis Investments Full time

5 days ago Be among the first 25 applicants
Market Head (EAM/MFO) | HNW/UHNW/FO/INSTI CLIENTS
Relationship Manager (EAM)
Avallis Investments is a Singapore-based External Asset Management (EAM) or Independent Asset Management (IAM) firm, holding Capital Markets Services License (CMS) regulated by the Monetary Authority of Singapore. We offer private banking products/solutions, customised portfolio management, fund management, family legacy & succession planning solutions to HNW / UHNW / Family Office / Institutional clients and investors.
Confidential Discussion
You are welcome for a chat whether you are exploring or just fact finding about EAM and private banks. It’s our pleasure to explain to you in details:
Advantages and disadvantages of the EAM platform compared to private bank
Are your strengths/weaknesses in terms of your profile, your clients’ profiles and needs better suited in EAM or private bank?
The ecosystem of products and solutions available in EAM’s open architecture platform, for any clients’ needs that include private banking products/solutions and beyond private banking
The A-to-Z requirements and process (compliance and operations) in onboarding clients in EAM
Mandatory requirements
Existing strong relationships with a network of HNW / UHNW clients, family offices or institutional clients
Preferred: RM experience from any of these sub-sectors: private banking, priority banking, corporate banking, investment banking, securities houses, wealth management firms, HNW insurance
Non-RMs such as Investment Advisors, Insurance Brokers or Senior Financial Advisers with minimum HNW clients are welcome to apply
Thanks for your interest, we regret only shortlisted candidates will be contacted.
Seniority level
Entry level
Employment type
Full-time
Job function
Sales and Business Development
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