Relationship Manager (Global Markets)
KGI Securities (Singapore) Pte. Ltd.
Key Responsibilities
- Client Acquisition & AUM Growth
Drive AUM and revenue growth by actively sourcing and onboarding new HNW and UHNW clients, while deepening existing relationships. - Advisory & Investment Solutions
Advise clients on portfolio allocation across equities, fixed income, funds, structured products, alternatives, and other suitable solutions. - Market Insights & Ideas
Provide clients with timely and relevant market insights, trade ideas, and investment strategies tailored to their needs and risk profiles. - Collaboration
Partner with research, trading, and product specialists to deliver holistic wealth solutions. - Compliance & Risk Management
Ensure strict compliance with MAS regulations, cross-border guidelines, FATCA/CRS, and AML requirements. - Client Reporting
Monitor portfolio performance and recommend adjustments ensure timely submission of call reports, pipeline updates, and business progress reports.
Requirements
- Degree holder in finance, business, economics, or related discipline.
- 5+ years of proven track record in relationship management, client acquisition, and revenue generation with HNW / UHNW clients.
- CMFAS qualifications with a valid MAS Representative License.
- Strong understanding of equities, fixed income, funds, alternatives, and structured solutions.
- Excellent communication skills with the ability to interact effectively with clients and internal stakeholders.
- Ability to prioritize key initiatives across a broad range of opportunities and relationships.
- Self-motivated, driven, and committed to excellence.
- Mandarin proficiency preferred (to cover Taiwan / Greater China clients).
Vacancy posted 27 days ago
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