Junior Relationship Manager And Investment Advisor

Singapore, Singapore

Job Description

Benefit: * Career Growth Opportunity * Friendly Environment * Medical Benefits * Bonus & Commissions About the company: Headquartered in Singapore, we are a newly established family offi Benefit: Career Growth Opportunity Friendly Environment Medical Benefits Bonus & Commissions About the company: Headquartered in Singapore, we are a newly established family office with clients mainly coming from China. With our growing business in Singapore, we are currently looking for an individual to follow up vast number of existing clients on their investment portfolios as relationship manager. Key Duties and Responsibilities: Involves in Business Development to build long-term relationship with clients and their family members Convert prospective clients into revenue generating accounts Understand clients' needs and risk profile Suggest financial products and build investment portfolio with clients Introduce in-house hedge funds and deals to suitable clients and close transactions Liaise with private banks to monitor clients' portfolios Maintain client profile, process investor KYC, help clients filling fund subscription forms Liaise with fund administrator, compliance and banking for payment process Perform and review month-end or quarter-end closings, NAV reporting and fee calculation Support the set up of accounting infrastructure for new fund launch. Requirement: Singapore Citizen or PR, Diploma/Degree holder Finance/Banking disciplines More than 2 years of relationship management/investment advisor experience in a bank or family office is preferrable Strong attention to detail, team player, open minded, eager to learn, flexible and adaptable Advanced computer skills on MS Energetic and driven with strong communication skills with fluent Mandarin Comprehensive financial product knowledge (e.g. bond and funds), finance related degree would be a plus Genuine interest in financial market and financial products. If you are keen to join our team, please forward your detailed resume to 'Apply Now'. We regret that only shortlisted applicants will be notified. If you are keen to join our team, please forward your detailed resume to 'Apply Now' or email to [HIDDEN TEXT]. We regret that only shortlisted applicants will be notified. Company Overview: Our client is a global professional services team with high-caliber talent from all over the world. By analyzing your actual situation and applying the most up-to-date policies, we will formulate the most effective and reasonable comprehensive solutions for life, identity, and assets for you and your family.

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Job Detail

  • Job Id
    JD1235927
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    $42000 - 60000 per year
  • Employment Status
    Permanent
  • Job Location
    Singapore, Singapore
  • Education
    Not mentioned