Wealth Management Relationship Manager (Singapore)

at  Be Myjob Company Limited

L
Posted by
Leslie Cheng
Recruiter

Job Responsibilities:

• Establish, maintain, and expand a network of clients by introducing them to the company and its Wealth Management platform.
• Provide exceptional advice, service, and suitable recommendations to clients, focusing on understanding their needs, objectives, and risk tolerance.
• Create personalized wealth management solutions and investment ideas.
• Empower clients to make well-informed financial decisions by delivering clear, relevant, and timely information.
• Submit progress reports regularly and promptly, including existing business and prospect pipeline.
• File call reports consistently and promptly after client meetings.
• Collaborate closely with the investment product and research department, contributing input to generate new investment and product ideas.
• Adhere to regulatory requirements and the bank’s policies and procedures, such as the advisory handbook, cross-border rules, AML guidelines, and other risk/compliance issues. Report any irregularities or red flags promptly and diligently to the line manager or compliance officer.

Requirements:

• The incumbent must be based in Singapore.
• Possess 5-10+ years of direct client relationship management experience in wealth management or investment advisory sales.
• Fluent in Mandarin and English.
• Hold a recognized university degree and relevant certification.
• Demonstrated track record of success in client acquisition and retention.
• Disciplined, with a deep understanding of the compliance and regulatory framework of the industry.
• Extensive knowledge of investment products and market trends.
• Strong skills in relationship management and sales.
• Driven, client-oriented, and possessing strong business acumen.

• Establish, maintain, and expand a network of clients by introducing them to the company and its Wealth Management platform.
• Provide exceptional advice, service, and suitable recommendations to clients, focusing on understanding their needs, objectives, and risk tolerance.
• Create personalized wealth management solutions and investment ideas.
• Empower clients to make well-informed financial decisions by delivering clear, relevant, and timely information.
• Submit progress reports regularly and promptly, including existing business and prospect pipeline.
• File call reports consistently and promptly after client meetings.
• Collaborate closely with the investment product and research department, contributing input to generate new investment and product ideas.
• Adhere to regulatory requirements and the bank’s policies and procedures, such as the advisory handbook, cross-border rules, AML guidelines, and other risk/compliance issues. Report any irregularities or red flags promptly and diligently to the line manager or compliance officer