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.
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
- Good command of written and spoken English and Chinese
