Wealth Management Relationship Manager

6 days ago


Singapore CMBI (SINGAPORE) PTE. LIMITED Full time

**Responsibilities**:

- Active acquisition of new clients and manage all aspects of client relationship including but not limited to HNW clients, corporate/institutional clients and maintain long-term relationships
- Work together with internal asset management team to develop discretionary account business, cross-border business and new product research & development
- Help Alternative Investment business line to provide various financial solutions to portfolio companies and help to distribute PE/Credit funds
- Provide comprehensive add-value financial service using resources and expertise of the Company platforms, products, services and networks

**Requirements**:

- 2 - 5 years professional experience (both in asset management and wealth management preferred)
- Proven track record on investment sales/ fund distribution
- Strong presentation and communication skills, detail-oriented and results-focused
- Strong understanding of PE asset and other products
- Fluency in Mandarin, English and Cantonese
- Willing to travel to Hong Kong and Mainland China frequently


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