Job Description:

• Provide professional wealth management and investment services to HNW clients and family offices (funds, forex, futures, insurance etc.) based on their investment needs and objectives;
• Develop new business opportunities with new clients through personal and professional networks;
• Develop business partnerships with distribution channels on fund products;
• Formulate and execute sales and marketing strategies to achieve the sales targets;
• Formulate clients acquisition tactics through suitable sales strategy and execution of marketing event/sales activities to generate new business;
• Full compliance with internal guidelines and external regulatory bodies.
• Good command of written and spoken English and Chinese including to do presentation in Chinese language for Chinese-speaking investors/customers

Requirements:

• Preferably Degree holder or equivalent
• Minimum 5 years experiences in wealth management serving HNW individual clients, and Family offices
• Solid network of HNW clients and business development experience in Singapore and other markets
• Familiar with KYC and account documentation with solid knowledge of a wide range of products including funds, forex, futures, insurance etc.
• Sales-oriented with good relationship building and customer service skills
• Result-oriented with the ability to work effectively under pressure
• Strong interpersonal, communication and presentation skills
• Self-motivated with the ability to work independently as well as teamwork