Job Description:
- Develop The Renminbi Qualified Foreign Institutional Investor (“RQFII”) business.
- Acts as the main point of contact for high net worth clients for Wealth Management and provide a high level of consultative financial advice.
- Responsible for identifying client needs and ensuring needs are met by utilizing investments or other relevant products, in connection with tax, legal and estate planning professionals.
- Builds and deepens client relationship by proactively monitoring client’s portfolio.
- Ensures all documentation is up to date, complete and in compliance with all policies, regulations, laws and procedures.
- Performs other duties as assigned.
- The role is based in Singapore.
Requirements:
- Bachelor’s Degree in Finance, Accounting, Business Admin or related field
- Requires mastery level knowledge of job area typically obtained through advanced education combined with experience
- Requires 5 years minimum prior relevant experience
- Solid knowledge of financial products and services for the high-end net worth individual market
- Ability to speak fluent English/ Mandarin is an asset due to the job requirements to communicate with China clients
- Possess solid business development skills to acquire high net worth client relationships
