Wealth Relationship Manager
1 week ago
**Why Mizuho**
At Mizuho Securities Singapore, our greatest asset is our people, and we are committed to promoting a vibrant and supportive environment full of opportunities. Just like our global client and customer base, our people come from diverse backgrounds and our success is supported by our creativity, teamwork, and collective abilities as individuals to exceed the dynamic needs of our customers. We provide the stability of an international industry leader with the career trajectory of a growing business. Our strategic growth gives our people at all levels rewarding degrees of responsibility and a richer work experience than a boutique firm or an established giant could offer alone. With a focus on growing and expanding our platform across Asia, we are committed to attracting, hiring, retaining, and rewarding the best-in-class talent.
Our company is a global leading institution, and we are a trusted wealth management team who serves high net-worth clients. Our clients are served a comprehensive offering built around their financial goals. Your primary focus will be to manage client relationship and investments for existing and new clients, and to partner and collaborate with the team head and other internal stakeholders to deepen existing and new client relationships and identify new strategic relationships. To succeed, you must have the ability to foster and maintain wealth management relationship with a high level of competency along with the ability to complete necessary analysis and documentation related with clients’ accounts. You need to be able to remain calm under pressure, think on your feet and be a strong team player.
**Responsibilities**
- Manage client relationships and investments for existing and new clients
- Seek to become a trusted wealth manager through client contact and relationship building
- Partner with the team head and other team members to achieve the ultimate goal of the team
- Collaborate well with the team head and internal stakeholders to deliver superior client service
- Identify new prospects, product/service opportunities and participate in the development of solutions to serve client needs
- Seek to learn wealth management/investment/product/client relationships through daily work
- Support all tasks/activities needed within the team
**Role Prerequisites**
- Degree qualified
- Minimum 5 years of relevant experience developing and managing relationships with high networth clients
- Proficient in Microsoft Office (Word, Excel, and PowerPoint) with advanced knowledge of financial analysis
- Advanced language proficiency in both English and Japanese (written and spoken) is required due to frequent detailed communication with Japanese clients
- Able to maintain focus and excel under pressure, and perform effectively in a team environment
- Eligibility to work in Singapore
**Company Overview**
As a leading Asia-focused investment bank, we provide corporate and institutional clients with unparalleled access and expertise in Japan and Asia. We are the partner of choice to many in the region, offering a wide range of investment banking and global markets solutions for the increasingly-sophisticated and technological needs of our large client base - primarily corporations, financial institutions, pensions, asset managers, and public sector entities. Our parent company - Mizuho Financial Group - came together in late 2002, merging three of the largest banks in Japan and is today one of the world’s largest financial institutions. With our global presence and affiliates across Asia, Americas and EMEA, we’re able to meet local market needs with a combination of unique market insights, knowledge, and capabilities.
-
Wealth Manager
2 weeks 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...
-
Wealth Management Specialist
5 days ago
Singapore WEALTH ASIA LLP Full time**Do you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you! In this exciting role, you will play a vital role by...
-
Wealth Relationship Manager
5 days ago
Singapore MIZUHO SECURITIES (SINGAPORE) PTE. LTD. Full time**Why Mizuho At Mizuho Securities (Singapore) Pte. Ltd., we provide the stability of an international industry leader with the career trajectory of a growing business. Our steady, strategic growth gives our people at all levels rewarding degrees of responsibility and a richer work experience than a boutique firm or an established giant could offer...
-
Assistant Wealth Manager
2 weeks 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...
-
Singapore Bank of China Limited Singapore Branch Full timePrestigious Wealth Management Relationship Manager Responsibilities We are looking for qualified wealth-planning professionals to join our Retail Banking team. As a Prestigious Wealth Management Relationship Manager, you are self-driven, enjoy interacting with people, and are adept at building a network of customers via tele-prospecting and in-person...
-
Wealth Management Specialist
11 hours ago
Singapore WEALTH ASIA LLP Full timeIn this exciting role, you will play a vital role by providing comprehensive wealth management solutions to our affluent clientele. You will be instrumental in understanding their unique financial needs and aspirations, assisting in crafting personalized strategies, sales prospecting, achieving sales targets, and ensuring their portfolios remain aligned with...
-
Relationship Manager
5 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,...
-
Relationship Manager
1 day 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,...
-
Apex Wealth Manager
6 days ago
Singapore APEX WEALTH MANAGEMENT LLP Full timeWe provide: Will be coached to complete 4 basic certifications and relevant classes required for financial advisory duties Invited to participate in the planning process with managers On the job training via joint-fieldwork sessions Program allows mentorship and progression to manager within 2 years Work-life balance Job Responsibilities: Client...
-
Prestigious Wealth Management Relationship Manager
11 hours ago
Singapore BANK OF CHINA LIMITED Full timeResponsibilities We are looking for qualified wealth-planning professionals to join our Consumer Banking team. As a Prestigious Wealth Management Relationship Manager, you are self-driven, enjoy interacting with people and are adept at building a network of customers via tele-prospecting and in-person interactions. With a focus on forging long-term...