Wealth Planning Manager

1 week ago

Singapore NORMN.IO Full time

At NORMN.IO, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork, and fairness. Most importantly, we invest in our people through various training to develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential. If you have passion, drive and the will to succeed, rise to the challenge today

As a Wealth Planning Manager (China Market), you will be required to be based in Singapore, tapping and expanding the network in China, to facilitate the acquisition of Chinese clients into the Singapore market, with respect of banking and financial needs.

**Roles and Responsibilities**:

- Provide Premier Services to ultra-high net worth Chinese clients.
- Establish connection with Chinese clients who are exploring to set up family offices in Singapore
- Hosting client acquisition events and other similar initiatives
- Ensure adherence to the organization’s compliance and regulatory requirements
- Demonstrate strong ability to build a portfolio of customers successfully
- Embarking on a proactive relationship management to strengthen and deepen relationship with existing customers, hence building a strong foundation for customer growth
- Understand customers’ banking and financial needs and recommend suitable solutions to meet these needs

**Pre-requisites**:

- Experience as a Financial Services Consultant, Banker, Wealth Planning Manager, Relationship Manager etc. in the China market
- At least 2-3 years' experience in the banking and financial services industry with a strong track record of managing high net worth clients
- Experience in a dedicated client relationship role
- Strong interpersonal, communication and analytical skills
- Able to articulate well in both English and Mandarin, both verbal and written
- Possess initiative, drive and ability to work independently as well as in a team

Pay: $3,000.00 - $4,000.00 per month

Schedule:

- Monday to Friday

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