Job duties / responsibilities
- Develop a pipeline of prospective clients and lead sales pitches with the aim of growing AUM and revenue.
- Maintain relationships with existing UHNW clients and prospective clients and develop a strong network of intermediaries
- Understand client’s financial goals, risk tolerance and investment preferences
- Provide investment advice and portfolio management services that align with client’s goal
- Coordinate product maintenance, risk management, ongoing monitoring and regulatory reporting as per requirements by MAS.
Job Specification
- At least 5- 7 years of PWM/ Premier Banking experience, client acquisition skills and/ or experience in investment portfolio management
- Highly motivated and able to develop new business opportunities through networking and referral
- Ability to build trusted and long-lasting client relationships
- Strong understanding of financial products and investment strategies
- Strong communication and presentation skills for ongoing client engagement
- Strong analytic skills and the ability to creatively synthesize information to develop differentiated thought-leadership pieces and to host and moderate client event
Interested applicants, please send your resume to [email protected]
