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Institutional Wealth Director

2 weeks ago

Singapore CICC Full time

**Job Responsibility**

This position is responsible for developing business relationship with high-net-worth individuals, their families, family offices and corporates. Understanding client needs and requirements, identifying investment opportunities and provides financial advice to clients. Leading and managing sales team for business expansion.
- Developing and maintaining business relationship with target clients, bringing in new clients and new AUM to the firm.
- Providing investment advisory and asset allocation services.
- Providing trading and execution services for clients on equities, fixed income, foreign exchange, futures and options, mutual funds, hedge funds, PE funds and structured products etc.
- Assisting clients on wealth planning and preservation through various tools and services.
- Working in a highly dedicated and professional team environment.

**Job Requirements**

**Skills and Abilities**:

- Upright, humble, diligent with high moral values.
- Client service driven.
- Passionate for front line sales roles and interested in financial market.
- Effective communicator.
- Excellent interpersonal skills and team player.
- Highly disciplined and self-motivator.
- Proficiency in Mandarin is a plus in order to liaise with our Chinese stakeholders and clients
- Capability of team management.

**Knowledge**:

- Bachelor degree or above, preferably an MBA degree holder.
- Solid sales related experience in banking and finance companies, preferably having direct experiences in securities dealing and wealth management roles.
- Sufficient knowledge on the China, Singapore and other international capital markets, all major investment instruments and the firm’s products and services.
- Understanding the client’s investment need and orientation.