Registered Fund Management Company (“RFMC”) regulated under Monetary Authority of Singapore (“MAS”). This investment management company trades in global financial market, striving to deliver excellent returns for our investors. Investment expertise ranges across equities, fixed income and forex markets.
Responsibilities:
Tap on the potential of existing client base
Identify and acquire new clients/prospects for discretionary portfolio management, investment advice and family wealth planning
Cultivate and maintain trusting long-term relationships with clients
Develop growth strategies and plans for client acquisition
Excellent knowledge of financial compliance and regulatory requirements in Singapore
Requirements:
Private Banker, wealth management experience preferred
Experience with handling high net worth clients
Entrepreneurial, ambitious, highly-driven and results-oriented with a drive for sales excellence.
Excellent communication and relationship building skills
Ability to listen and understand client’s investment requirements and risk appetite
Ability to converse in English, Mandarin (for Chinese speaking clients)
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- Company:
Capital Management Company - Designation:
Client Acquisition Manager - Profession:
Banking / Finance - Industry:
Finance - Location:
Downtown Core