☑ Farmer/Account Servicing role
☑ Higth Networth Clients
☑ Office hours in CBD
☑ Attractive bonuses (AWS + VB)
My client is an established brokerage and wealth management platform, that enhances user experience with current market affairs and equipped with powerful analytical tools.
They are looking for a Private Wealth Relationship Manager to:
- Receive sales from multiple channels and conduct conversions into private wealth clients.
- Develop and implement digital campaigns, and supporting events to attract and nurture new leads for the marking team
- Have vast understanding on the employer's platform, what products and solution they offer, and equiped in being able to advise according to the client's needs
- Plan and work independently to achieve personal sales targets within a team setup
- Maintain and build rapport with family offices and HNW clients and establish long term client retention and partnerships.
- Form good understanding on the wealth management landscape and develop a good network within the segment.
Ideally, this person should:
- Possess minimum 3 years of experience in similar roles, facing HNW clients or family offices, focusing on investment/trading products, platforms or solutions.
- Priven track record in dealing with private wealth clients on investments and asset allocation
- Solid knowledge base in multi-assets
If you believe you're the ideal person that my client is looking for, kindly extend your resume to [email protected] or please click on “Apply Now” and provide the below details in your resume.
Only shortlisted candidates will be notified.
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