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Urgent!!! Relationship Manager (Private Wealth, HNWI)

8000 - 13000 SGD
Full-time

Trust Recruit - Singapore Recruitment Agency

Highlights:

  • Permanent job opportunity
  • 5 days work week, normal office working hour
  • Great remuneration & benefits
  • Great career progression
  • With AUM 100m or above are welcome
  • CMFAS are advantageous
  • Location: Central

Responsibilities:

  • Focus on prospecting and maintaining relationship with Private Wealth clients including HNWIs, private investment companies and family offices.
  • Form a good understanding of the wealth management landscape and develop a good network within the segment
  • Develop and implement strategic initiatives to drive business growth, including but not limited to direct prospecting, referring channels and events
  • Develop in-depth understanding on custodian platforms, products and solutions, able to differentiate and match accordingly to Private Wealth clients' trading and investment needs.
  • Initiate and drive internal improvements on platforms, products and solutions to better match the general needs of private wealth clients.
  • Plan and work independently to achieve personal sales targets within a team setup, where you can also leverage resources among your peers and other teams within the company.

Requirements:

  • At least 5 years of working experience in business development functions facing HNWIs, private investment companies or family offices, focusing on trading/investment products, platforms, or solutions. CFA/FRM or related financial certificates is a plus.
  • Have experiences dealing with private wealth clients on investment and asset allocation, etc.
  • Solid knowledge base in multi-assets, compulsory in equities trading. Able to pick up quickly on demonstrating trading/investment platforms and solutions.

HOW TO APPLY:

Interested applicants, please click on “Apply Now” or email to View email address on mycareersfuture.gov.sg with provided your latest resume in MS WORD format with below information.

  • Last drawn salary
  • Expected salary
  • Notice period
  • Reason for leaving

We regret only shortlisted candidates will be notified.

Important Note: Trust Recruit Pte Ltd is committed to safeguarding your personal data in accordance with the Personal Data Protection Act (PDPA).

Please read our privacy statement on our corporate website

Trust Recruit Pte Ltd

EA License No: 19C9950

EA Personnel: Lim Dick Sern (Dick Sern)

EA Personnel Reg No: R22106832

Vacancy posted 15 days ago
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