Job Description
Our Client:
Our client is a pioneer Securities & Derivatives, Trading, and Clearing Member of Singapore Exchange. They are actively looking to hire a Relationship Manager/Senior Relationship Manager to join their fast-growing team in Singapore.
The Responsibilities:
Overview of the Role
* Sourcing and onboarding of new offshore clients
* Understand needs, objectives, and risk profile of clients
* Advise clients on investment ideas / opportunities and other wealth management services and ensure investment suitability and timely execution
* Regular review of investment portfolios and risk profiles with clients
* Strict observance of risk and compliance / cross-border / AML issues and regulations
* Ensure that we achieve excellence in our clients' experience, building lasting relationships based on high standards of service and quality advice
Key Duties
* Build-up, maintain and expand a network of clients, introducing them to the company and Wealth Management platform
* Provide exceptional advice, service, and appropriate recommendations to clients with focus on understanding their needs, objectives, and risk tolerance
* Develop personalized wealth management solutions and investment ideas
* Enable the client to make informed financial decisions by providing clear, relevant, and timely information
* Regular and timely submission of progress reports, incl. existing business and prospect pipeline
* Constant and timely filing of call reports, following meetings with clients
* Communicate and work together with investment product and research department, giving input for generating new investment/product ideas
* Observe and follow regulatory and bank's policies and procedures like advisory handbook, cross-border rules, AML guidelines, and other risk/compliance issues: diligent and prompt reporting of irregularities/red flags to line manager/compliance officer
The Requirements:
* 5-10+ years of direct client relationship management experience in wealth management/investment advisory sales
* Fluent in English and Chinese to be able to liaise effectively with English-speaking and native Mandarin-speaking stakeholders
* Recognized University Degree and relevant certification
* Proven track record in client acquisition and retention success
* Disciplined, with deep understanding of Compliance and Regulatory framework of the industry
* Extensive investment product and market knowhow
* Strong relationship management and sales skills
* Driven, client-oriented with strong business acumen
Disclaimer: The Company complies with the Tripartite Guidelines on Fair Employment Practices (TGFEP), including the prevailing guidelines on recruitment. All qualified applicants will be considered for the position regardless of their age, race, religion, nationality, marital status, or family responsibilities. A more detailed discussion of the TGFEP is available on the Tripartite Alliance for Fair and Progressive Employment Practices (TAFEP) website at https://www.tal.sg/tafep.