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Jobs in Singapore   »   Jobs in Singapore   »   Relationship Manager / Senior Relationship Manager
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Relationship Manager / Senior Relationship Manager

Kgi Securities (singapore) Pte. Ltd.

Kgi Securities (singapore) Pte. Ltd. company logo

Overview of role

  • Sourcing and onboarding of new offshore clients
  • Understand needs, objectives and risk profile of clients
  • Advise clients on investment ideas / opportunities and other wealth management services and ensure investment suitability and timely execution
  • Regular review of investment portfolios and risk profiles with clients
  • Strict observance of risk and compliance / cross-border / AML issues and regulations
  • Ensure that we achieve excellence in our clients' experience, building lasting relationships based on high standards of service and quality advice

Key duties

  • Build-up, maintain and expand a network of clients, introducing them to the company and Wealth Management platform
  • Provide exceptional advice, service and appropriate recommendations to clients with focus on understanding their needs, objectives and risk tolerance.
  • Develop personalized wealth management solutions and investment ideas
  • Enable the client to make informed financial decisions by providing clear, relevant and timely information
  • Regular and timely submission of progress reports, incl. existing business and prospect pipeline.
  • Constant and timely filing of call reports, following meetings with clients.
  • Communicate and work hand-in-hand with investment product and research department, giving input for generating new investment/product ideas
  • Observe and follow regulatory and bank's policies and procedures like advisory handbook, cross-border rules, AML guidelines, and other risk/compliance issues: diligent and prompt reporting of irregularities/red flags to line manager/compliance officer

Requirements

  • 5-10+ years of direct client relationship management experience in wealth management / investment advisory sales
  • Language: Fluent in Mandarin and English
  • 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
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