Provide professional wealth management and investment services to HNW clients and family offices (VCC funds and discretionary portfolios etc.) based on their investment needs and objectives
Develop new business opportunities with new clients through personal and professional networks
Develop business partnerships with distribution channels on fund products
Formulate and execute sales and marketing strategies to achieve the sales targets
Full compliance with internal guidelines and external regulatory bodies.
Good command of written and spoken English and Chinese including to do presentation in Chinese language for Chinese-speaking investors/customers
Requirements:
Preferably Degree holder or equivalent
Minimum 5 years experiences in wealth management serving HNW individual clients, and Family offices
Solid network of HNW clients and business development experience in Singapore and other markets
Familiar with KYC and account documentation with solid knowledge of a wide range of investment products
Sales-oriented with good relationship building and customer service skills
Result-oriented with the ability to work effectively under pressure
Strong interpersonal, communication and presentation skills
Self-motivated with the ability to work independently as well as teamwork
