Wealth Management Relationship Manager at Fuku

Singapore, , Singapore -

Full Time

Start Date

Immediate

Expiry Date

22 Apr, 26

Salary

0.0

Posted On

22 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wealth Management, Client Relationships, Financial Advice, Investment Strategies, Market Analysis, Regulatory Compliance, Portfolio Management, Business Development, Communication Skills, Analytical Skills, Problem-Solving, Teamwork, Attention to Detail, Risk Tolerance, Estate Planning, Tax Optimization

Industry

Retail Apparel and Fashion

Description

About the company: Leading investment banking firm in China, renowned for its comprehensive financial services and deep market insights offering a wide range of services including investment banking, securities, wealth management, and asset management. With a strong commitment to excellence and innovation, the bank has built a reputation for delivering high-quality financial solutions to its clients both domestically and internationally. Job responsibilities: - Develop and maintain strong relationships with high-net-worth clients to understand their financial goals and provide tailored wealth management solutions. - Provide comprehensive financial advice and investment strategies to clients, ensuring alignment with their risk tolerance and long-term objectives. - Collaborate with internal teams to deliver a full suite of financial services, including investment management, estate planning, and tax optimization. - Monitor and analyze market trends to provide clients with timely insights and recommendations for portfolio adjustments. - Ensure compliance with all regulatory requirements and company policies in the execution of wealth management services. - Conduct regular reviews of client portfolios to assess performance and make necessary adjustments to meet changing client needs. - Identify and pursue new business opportunities to expand the client base and increase assets under management. Job requirements: - Bachelor’s degree in Finance, Business Administration, or a related field; advanced degree or professional certification (e.g., CFA, CFP) is preferred. - Proven experience in wealth management or financial advisory roles, with a strong track record of building and managing client relationships. - In-depth knowledge of financial markets, investment products, and wealth management strategies. - Excellent communication and interpersonal skills, with the ability to articulate complex financial concepts to clients. - Strong analytical and problem-solving skills, with attention to detail and accuracy. - Ability to work independently and as part of a team in a fast-paced, dynamic environment.

Responsibilities

The Wealth Management Relationship Manager is responsible for developing and maintaining relationships with high-net-worth clients, providing tailored wealth management solutions, and collaborating with internal teams to deliver comprehensive financial services. They will also monitor market trends and conduct regular portfolio reviews to ensure alignment with client goals.