Elite Wealth Relationship Manager

GUOTAI JUNAN INTERNATIONAL SECURITIES (SINGAPORE) PTE. LIMITED; Singapore; On-site; SGD 80,000 - 100,000; Full time

Job summary

A financial services firm in Singapore is seeking an experienced Relationship Manager to join its Wealth Management team. The role involves developing and managing high-net-worth client relationships, offering customized investment solutions, and driving business growth while adhering to regulatory standards. The ideal candidate should possess a bachelor's degree, at least 5 years of experience in wealth management, strong communication skills, and knowledge of financial markets. Proficiency in Mandarin is an advantage.

Qualifications

• 5+ years of frontline experience in wealth management or private banking.
• Strong knowledge of financial markets and investment products.
• Fluency in English; proficiency in Mandarin or other Asian languages is a plus.

Responsibilities

• Identify and manage HNW and UHNW clients to grow wealth management business.
• Offer investment advice across various asset classes.
• Develop strategies to expand client base and increase assets under management.
• Ensure adherence to regulatory requirements and maintain client documentation.

Skills

Client acquisition

Relationship management

Investment advisory

Communication skills

Negotiation skills

Education

Bachelor’s degree in Finance, Business, Economics, or related field

Job description

A financial services firm in Singapore is seeking an experienced Relationship Manager to join its Wealth Management team. The role involves developing and managing high-net-worth client relationships, offering customized investment solutions, and driving business growth while adhering to regulatory standards. The ideal candidate should possess a bachelor's degree, at least 5 years of experience in wealth management, strong communication skills, and knowledge of financial markets. Proficiency in Mandarin is an advantage.