Job Order: 401769
Your Role:
Client Relationship Management:
- Manage and grow a portfolio of High Net Worth clients with Assets Under Management (AUM) of $200K and above.
- Build strong, lasting relationships by understanding each client’s unique financial goals and providing personalized solutions.
Wealth Advisory:
- Provide expert advice on a range of wealth management products, including treasury investments, structured products, and notes.
- Conduct in-depth financial analysis to identify opportunities for portfolio optimization and long-term wealth growth.
Sales and Service Excellence:
- Proactively acquire new HNW clients through referrals, networking, and market outreach.
- Deliver a superior client experience by staying updated on market trends and offering timely investment recommendations.
Compliance and Risk Management:
- Ensure all transactions and advisory services comply with regulatory requirements and internal policies.
What You Bring to the Table:
- Educational Background: A degree holder in Finance, Economics, Business, or a related field.
- Professional Experience: At least 2-3 years of experience as a Personal Banker, Financial Advisor, or in a similar client-facing role in the financial services industry.
- Product Knowledge: In-depth understanding of treasury products, structured investments, and wealth management solutions.
- Client-Centric Approach: Strong interpersonal and communication skills to build trust and provide a premium client experience.
- Results-Driven: A proven track record of meeting sales targets and delivering client satisfaction.
Why Join Us?
- Access to a robust portfolio of High Net Worth clients and exclusive wealth management tools.
- Opportunities for professional growth and development in a leading financial institution.
- Competitive remuneration, including performance-based incentives and rewards.
- A collaborative environment that values innovation and excellence in wealth advisory services.
We regret that only shortlisted candidates will be notified. However, all applications will be updated to our resume bank for future opportunities.
Your application will be processed in line with our company’s Privacy Policy. Please refer to: https://goodjobcreations.com.sg/en/privacy-policy/
EA Personnel Name: Gabriel Tan
EA Personnel Reg. No.: R22104076
EA Licence No.: 07C5771
