Responsibilities
- Source for and acquire new client within market, develop long-term solutions for the clients
- Understanding client’s business and sources of wealth generation, as well as client’s financial and investment goals in creation and management of their wealth
- Provide tailored solution that address client’s investment risk management and financiering / liquidity need
- Provide quality and efficient after-sales service
- Responsible for achieving annual targets and agreed service standards
- Ensure compliance with all regulations and controls as by the company and external regulatory authorities
Requirements
- Bachelor’s degree with at least 10 years’ experience in serving high net worth clients ; exposure to Greater China Market
- Understand and able to apply compliance and regulatory requirements
- Good product knowledge and ability to interact with clients in Greater China Market
- A holder of Singapore client advisory competency standards (CACS) qualification
- Strong client facing sales and stakeholder management skills
