Wealth Management
1 week ago
**POSITION PURPOSE**:
Sourcing and marketing of closed ended private equity, real estate, infrastructure and private credit funds (including semi-liquids) towards total revenue and AUM.
**KEY RESPONSIBILITIES**:
**Fund Raising Campaigns**
Manage the marketing of the PERE products selected by Head-Office to Relationship Managers (RM) and clients within your Wealth Management Asia (Hong Kong, China, Taiwan, Singapore and South East Asia). Main tasks are:
Participate in the definition of the commercial interest for a specific fund (sounding process)
Coordinate the local products validation process (Legal, Tax, Risk & Compliance)
Manage internal marketing presentations to our internal sales forces.
Organise road shows, meetings or videoconferences with RMs to pitch their clients.
Interact and liaise with different fund managers
Monitor book-building and subscription process
**Monitoring of Recommended Products**
Monitor products from previous campaigns. Regularly inform RMs on latest communications, drawdowns and distributions in relation with our Feeder Funds Administrator in Luxembourg. Support RMs for the update to their clients through reporting or update calls.
**PERE Research**
Research on the PERE market and market insight in coordination with the Head-Office teams: conferences, press releases, surveys.
Participate to transversal PERE projects in collaboration with the global network of PERE specialists and Head Office (HO) team in Paris
On local private investments opportunities, as the case may be, identify potential local opportunities in coordination with the HO Private Investments team and manage for these local offerings the due diligences and coordination of the validation process
Maintain close contact with the RMs (training, regular information on the Private Equity and Real Estate markets) and with their clients
Develop strategies and marketing campaigns to increase the penetration rate for PERE.
**Control Aspect**
- Direct contribution to BNPP operational permanent control framework
- Contribute to the implementation of operational permanent control policies and procedures in day-to-day business activities, such as control plans
- Comply with regulatory requirements and internal guidelines
- Contribute to the reporting of all incidents according to the incident management system
**COMPETENCIES**:
Extensive experience and knowledge in the private equity and real estate industry
Excellent Marketing skills to RMs and WM clients
Familiar with the key players in the investment management industry
Client oriented to both internal and external clients
Capacity to work independently
Team player with excellent interpersonal and presentation skills
Ability to build rapport with internal and external clients
**QUALIFICATIONS AND EXPERIENCES**:
More than 10 years of relevant experience
Qualifications: CFA, MBA, MSC
-
Wealth Management Internship
2 weeks ago
Singapore Brian Chok's Wealth Management Full timeCompany Brian Chok's Wealth Management Designation Wealth Management Internship Date Listed 05 Nov 2024 Job Type Entry Level / Junior Executive - Intern/TS Job Period From 09 Dec 2024 - 20 Dec 2024 Profession Banking / Finance Industry Finance Location Name 101 Thomson Road, Singapore Address 101 Thomson Rd, Singapore 307591 Map Allowance / Remuneration $500...
-
Wealth Manager
6 days ago
Singapore iHarvest Wealth Management Pte Ltd Full time**About us**: iHarvest Wealth Management (“iHarvest”) is a licensed financial advisory firm specialising in a wide range of financial solutions for both individual and corporate clients. We are dedicated to forge a lifelong partnership with our clients and help to build the better life that they desire. From wealth management to lifestyle events,...
-
Wealth Manager
1 week ago
Singapore Crescens Wealth Group Full time1 week ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Remuneration: Up to S$6000 monthly in stipend*, in addition to fees & commissions from first dollar up About the Role Providing your clients with Advice and Support with regard to their Wealth (Investments and Insurance) portfolios. Collaborating with...
-
Salaried Wealth Advisor
2 weeks ago
Singapore iHarvest Wealth Management Full time $45,000 - $60,000 per yearAbout the RoleWe are seeking a motivated and client-focused Salaried Wealth Advisor to join our growing team. This role is ideal for individuals who are passionate about financial planning, enjoy building long-term client relationships, and value the stability of a fixed salary with additional performance-based rewards.As a Wealth Advisor, you will provide...
-
Wealth Manager
7 hours ago
Singapore VASTUS WEALTH PTE. LTD. Full timeAre you a self-driven professional that finds high satisfaction in addressing clients’ financial planning needs? Are you a disciplined and determined team player, who capitalizes on sales processes and seeks win-win solutions to maximize client relations? If so, then we want YOU! Vastus Wealth is a new start-up Financial Advisory and part of 8VI Holdings...
-
Assistant Wealth Manager
3 days ago
Singapore WEALTH ASIA LLP Full timeThis position is instrumental in supporting the Executive Wealth Director in all aspects of wealth and financial planning and providing solutions, pre and post events organization, customer acquisition and follow-up, assist in closing of sales and deals. Core Function & Support Provide direct administrative and analytical support to the Executive Wealth...
-
Senior Research Manager
2 weeks ago
Singapore WEALTH MANAGEMENT INSTITUTE LIMITED Full timeA leading wealth management institution in Singapore is seeking an experienced professional to contribute to applied research projects focused on key issues affecting private wealth owners and family offices. The ideal candidate will possess strong analytical and communication skills, with a background in finance or relevant fields. This role offers a...
-
Research Manager
2 weeks ago
Singapore WEALTH MANAGEMENT INSTITUTE LIMITED Full timeA leading institute in wealth and asset management in Singapore is seeking a candidate to support their applied research agenda. The role requires strong analytical and communication skills to translate insights for industry stakeholders. Candidates should ideally have 4 to 5 years of relevant experience, though fresh graduates with a proactive attitude will...
-
Senior Expat Wealth Advisor
2 weeks ago
Singapore St. James's Place Wealth Management Full timeA wealth management firm in Singapore is seeking a Financial Consultant to advise expatriate clients on investment opportunities. The ideal candidate will have a strong background in financial planning, excellent communication skills, and a proven track record in building client relationships in the wealth management sector. The role entails analyzing client...
-
Salaried Wealth Advisor
3 days ago
Singapore iHarvest Wealth Management Pte. Ltd. Full timeAbout the Role We are seeking a motivated and client-focused Salaried Wealth Advisor to join our growing team. This role is ideal for individuals who are passionate about financial planning, enjoy building long-term client relationships, and value the stability of a fixed salary with additional performance-based rewards. As a Wealth Advisor, you will provide...