F
Posted by
Fong Chua
Recruiter
Established CMS and EFA licensed Chinese Bank seeking motivated, driven and hungry Wealth Management Relationship Managers. No geographical segregation. No product limitations. No client limitation.

Responsibilites

• Developing business relationship with high-net-worth individuals, their families, family offices and corporates.
• Understands client needs and requirements, identifies investment opportunities and provides financial advice to clients.
• Develop and maintaining business relationship with target clients, bringing in new clients and new AUM to the firm.
• Provide investment advisory and asset allocation services.
• Provide trading and execution services for clients on equities, fixed income, foreign exchange, futures and options, mutual funds, hedge funds, PE funds and structured products etc.
• Assist clients on wealth planning and preservation through various tools and services.

Rquirements

• CMFAS certfied
• Passionate for front line sales roles and interested in financial market.
• Solid sales related experience in banking and finance companies, preferably having direct experiences in securities dealing and wealth management roles.
• Bachelor’s degree in relevant majors

Please refer the Job description for details