Job Description

About the jobOur client is a leading multi-asset brokerage firm with presence across several countries in Asia and a pioneer member of the Securities & Derivatives, Trading and Clearing Member of Singapore Exchange, ICE Futures Singapore and ICE Clear Singapore.We are looking for talented highly motivated people who are keen to develop their career and we are committed to attracting and retaining the best possible candidates.You will be responsible for sourcing and onboarding of new offshore clients by understanding the needs, objectives and risk profile of clients. You will advise clients on investment ideas/ opportunities and other wealth management services and ensure investment suitability and timely execution.You will conduct regular reviews of investment portfolios and risk profiles with clients and will adhere to strict observance of risk and compliance/ cross-border/ AML issues and regulations. You will achieve excellence in the client experience and building lasting relationships based on high standards of service and quality advice.You will build up, maintain and expand a network of clients, introducing them to the company and the Wealth Management platform. You will provide exceptional advice, service and appropriate recommendations to clients with focus on understanding their needs, objectives and risk tolerance. You will develop personalized wealth management solutions and investment ideas and enable clients to make informed financial decisions by providing clear, relevant and timely information.You will ensure the regular and timely submission of progress reports, including existing business and prospect pipeline. You will ensure the constant and timely filing of call reports, following meetings with clients and will communicate and work hand-in-hand with the investment product and research department, giving inputs for generating new investment/ product ideas.You will observe and follow regulatory and the bank\xe2\x80\x99s policies and procedures like advisory handbook, cross-border rules, AML guidelines, and other risk/ compliance issues. You will be diligent and prompt in the reporting of irregularities/ red flags to the line manager/ compliance officer.Pre-requisites

• Based in Singapore
• Recognized university degree and the relevant certification
• 5 - 10+ years of direct client relationship management experience in wealth management/ investment advisory sales
• Proven track record in client acquisition and retention success
• Disciplined, with a deep understanding of the Compliance and Regulatory framework of the industry
• Possess extensive investment product and market know-how
• Strong relationship management and sales skills
• Driven, client-oriented with strong business acumen
• Fluent in Mandarin and English

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