Wealth Management - Institutional Wealth Advisor - SG | Singapore, SG

CICC; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a dedicated Institutional Wealth Advisor to join its Wealth Management team. This role focuses on building and nurturing relationships with high-net-worth individuals and their families, providing tailored investment advisory services, and assisting clients in wealth preservation strategies. The ideal candidate will possess a strong sales background in banking and finance, along with a solid understanding of capital markets and investment products. If you are passionate about front-line sales and eager to make a significant impact in the financial market, this opportunity is perfect for you.

Qualifications

• Solid sales experience in banking and finance, ideally in wealth management.
• Knowledge of international capital markets and investment instruments.

Responsibilities

• Develop and maintain relationships with high-net-worth clients.
• Provide investment advisory and asset allocation services.
• Assist clients with wealth planning and preservation.

Skills

Interpersonal Skills

Sales Skills

Self-motivation

Mandarin Language

English Language

Education

Bachelor’s Degree

MBA Degree

Job description

Wealth Management - Institutional Wealth Advisor - SG

CICC Wealth Management team provides high-net-worth clients with a broad spectrum of financial products and services covering domestic and overseas market, including securities trading, various investment and financing products. With the support of CICC’s integrated platform, professional research and full market allocation resources, the Wealth Management team is able to meet clients' comprehensive needs by means of persistent customer services and one-stop tailor-made solutions.

Job Scope:

This position is responsible for developing business relationships with high-net-worth individuals, their families, family offices and corporates. Understands client needs and requirements, identifies investment opportunities and provides financial advice to clients. The job duties associated with this role may include but are not limited to:

• Develop and maintain business relationships with target clients, bringing in new clients and new AUM to the firm.
• Provide investment advisory and asset allocation services.
• Provide trading and execution services for clients on equities, fixed income, foreign exchange, futures and options, mutual funds, hedge funds, PE funds and structured products.
• Assist clients on wealth planning and preservation through various tools and services.
• Work in a highly dedicated and professional team environment.

Requirements:

• Knowledge: Sufficient knowledge of the major international capital markets, investment instruments and the firm’s products and services. Understand the client’s investment needs and orientation.

Skills and Abilities:

• Passionate for front line sales roles and interested in the financial market.
• Excellent interpersonal skills and a team player.
• Highly disciplined and self-motivated.
• Good Mandarin and English.

Qualifications:

• Solid sales-related experience in banking and finance companies, preferably having direct experiences in securities dealing and wealth management roles.
• Bachelor’s degree in relevant majors, preferably an MBA degree holder.