- Be part of the pioneer team in Southeast Asia
- Great opportunity to lead strategy for the region
About Our Client
Our client is a multi-family office platform, dedicated to providing tailored wealth management solutions to high-net-worth individuals and families. Their commitment is to preserve and grow clients' wealth through comprehensive and bespoke financial strategies.
Job Description
- Identify, target, and acquire new high-net-worth and ultra-high-net-worth clients to grow the firm's AUM.
- Maintain and deepen relationships with existing clients by providing top-tier advisory services.
- Utilise your extensive network to source new business opportunities and expand the firm's client base.
- Provide comprehensive financial advice, including investment management, estate planning, tax optimisation and philanthropic planning.
- Develop and implement tailored financial strategies to meet the unique needs and goals of each client.
- Stay informed about market trends, investment products and regulatory changes to provide informed advice.
- Work closely with the investment and support teams to ensure seamless service delivery and client satisfaction.
- Ensure all client interactions and advisory practices comply with regulatory standards and firm policies.
The Successful Applicant
- Minimum of 7-10 years of experience in wealth management, private banking or a related field.
- Bachelor's degree in Finance, Business, Economics, or a related discipline.
- Proven track record of building and maintaining relationships with high-net-worth and ultra-high-net-worth clients.
- Exceptional communication and interpersonal skills.
- Strong sales and negotiation abilities.
- In-depth knowledge of financial markets, investment products, and wealth management solutions.
- High level of integrity, professionalism and commitment to client service.
What's on Offer
- Competitive salary and performance-based incentives.
- Comprehensive benefits package.
- Opportunities for professional development and career advancement.
- A supportive and collaborative work environment.
Contact
Almas Alwani Binte (Lic No: R1871112 / EA no: 18S9099)
Quote job ref
JN-072024-6476124
Phone number
+65 6541 9971
Michael Page International Pte Ltd | Registration No. 199804751N