Wealth Manager

8 hours ago

Singapore DH Wealth Management Pte Ltd Full time

We are a Capital Market Services (CMS) licenced Fund Manager. As part of our expansion plan, we are looking for mid-level Private Bankers / Client Advisors / Relationship Managers focusing on bringing on board and servicing our first few Private Wealth Management (PWM) clients and to also be able to take charge of growing our External Asset Management (EAM) desk.

Within the EAM business, we aim to provide world-class advisory and discretionary management services pertaining to investments, wealth solutions and financial planning. Our client advisors will in partnership with private banks, trust companies, asset custodians, independent Fund houses, stockbroking firms, prime brokers, insurance groups and other financial institutions that offer access to an ecosystem of global platforms and products tailored to the clients’ best interests.

**Key Responsibilities**
- Understand client needs (individual, family, business) and develop long term client relationships; constantly being updated with client profiles, investment objectives and risk appetite
- Contribute to sales and marketing, prospecting and new product development initiatives
- Actively seek and establish business partnerships with appropriate Financial Institutions like private banks, Investment banks, trust companies, independent fund managers, custodian banks, insurance companies and brokerages to provide wealth planning and investment solutions to clients
- Sound knowledge in private banking and wealth management products and related legal and regulatory requirements; including KYC, client accreditation and account documentation

**Requirement**

With a minimum of 3 to 5 years of experience in Private Banking and/or Wealth Management a must; Effective communication skills in English and Mandarin
- Ability to manage multiple channels and clients
- Strong communication, interpersonal skills and pleasant disposition
- Degree/Diploma in Business studies, Economics, Banking and Finance, Accounting, Securities and Fund Management
- Basic Salary Range S$5000 to S$7000 plus revenue sharing

**Salary**: $5,000.00 - $7,000.00 per month

Schedule:

- Monday to Friday

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