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Relationship Manager


INVEST PARTNERS CAPITAL GROUP PTE. LTD.
2 hours ago
Posted date
2 hours ago
N/A
Minimum level
N/A
Full-timeEmployment type
Full-time
OtherJob category
Other
Role / Responsibilities:

. Portfolio Management on a Discretionary and Advisory basis

. Setting up of dedicated funds, etc., Family Office

• Legacy Planning

. Trust and Fiduciary Services, etc

. Ensure coverage of all relationships through client engagement, risk profiling and financial planning

. Demonstrate an in-depth understanding of clients' business and source of wealth generation

Requirements:

. Possess at least a Professional Degree or Master, Finance/Accountancy/Banking or equivalent with working

experience in the related field is required for this position.

. At least 5 years of solid Private Banking/Wealth Management experience in supporting HNWI

. Highly competent in Private Banking/Wealth Management Products, Rules and Regulations and up to date with

the current Macro Economics and Financial Markets landscape

• AUM book size of minimum USD 100 to 200 mio

• Solid track record in asset development, asset growth and revenue generation
Related tags
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JOB SUMMARY
Relationship Manager
INVEST PARTNERS CAPITAL GROUP PTE. LTD.
Singapore
2 hours ago
N/A
Full-time

Relationship Manager