Relationship Manager
KGI SECURITIES (SINGAPORE) PTE. LTD.
Responsibilities
Requirements
- Actively prospect, acquire, and nurture relationships with high-net-worth clients, understanding their comprehensive financial objectives.
- Develop and implement personalized wealth strategies, including investment advisory, discretionary portfolio management, structured products, and private market opportunities.
- Coordinate cross-border wealth management solutions, leveraging KGI's integrated financial services across capital markets, private equity, insurance, and structured solutions.
- Engage in proactive client servicing, anticipating client needs and delivering exceptional service standards.
- Ensure compliance with regulatory standards, internal policies, and KGI's risk management frameworks.
- Contribute to business development strategies, market insights, and enhancement of KGI's wealth management offerings.
- Any other ad-hoc responsibilities assigned.
Requirements
- Experience in wealth management / investment advisory sales.
- 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.
JOB SUMMARY
Relationship Manager
KGI SECURITIES (SINGAPORE) PTE. LTD.
Singapore
12 days ago
N/A
Full-time
Relationship Manager