Job Description
Our Client:
Our client is a pioneer in Securities & Derivatives, Trading and Clearing Member of Singapore Exchange as well as a pioneer member of ICE Futures Singapore & ICE Clear Singapore. They are actively looking to hire a Relationship Manager/Senior Relationship Manager to join their team in Singapore.
The Responsibilities:
* Sourcing and onboarding new offshore clients to expand their network and introduce them to their company's Wealth Management platform
* Offering exceptional advice, service, and tailored recommendations to clients, with a strong focus on understanding their individual needs, objectives, and risk tolerance
* Creating personalized wealth management solutions and investment ideas to meet each client's specific financial goals
* Empowering clients to make informed financial decisions by providing them with clear, relevant, and timely information
* Conducting regular reviews of investment portfolios and risk profiles in collaboration with clients.
* Ensuring strict compliance with all risk, cross-border, and anti-money laundering (AML) regulations and guidelines
* Building and maintaining lasting relationships with clients, striving for excellence in their overall experience through high standards of service and quality advice
* Submitting progress reports, including updates on existing business and prospects, in a regular and timely manner
* Keeping detailed and accurate call reports after meetings with clients
* Collaborating closely with the investment product and research department, providing valuable input for generating new investment and product ideas
* Adhering to all regulatory and bank policies and procedures, including the advisory handbook, cross-border rules, AML guidelines, and other risk/compliance matters. Promptly reporting any irregularities or red flags to the line manager or compliance officer
The Requirements:
* A minimum of 5-10+ years of experience in direct client relationship management within the Wealth Management/Investment Advisory Sales Industry
* Proficiency in both Chinese and English languages to be able to liaise effectively with English and native Mandarin-speaking stakeholders
* Holds a recognized university degree and possess relevant certifications
* Demonstrated success in client acquisition and retention
* Strong discipline and a deep understanding of the Compliance and Regulatory framework of the industry
* Extensive knowledge of investment products and market dynamics
* Excellent relationship management and sales skills
* Highly motivated, client-oriented, and possess strong business acumen
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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.
Job reference: JO-230803-323274