Executive Director

CFAM PTE. LTD.; Singapore; On-site; SGD 150,000 - 250,000; Full time

Job summary

A wealth management firm in Singapore seeks an experienced Executive Director to deliver tailored investment solutions for high-net-worth clients. The ideal candidate will have a strong network, excellent interpersonal skills, and a deep understanding of wealth management. Responsibilities include client relationship management, achieving revenue targets, and ensuring compliance with regulatory requirements. Professional certifications are advantageous, making this a key position in a dynamic environment.

Qualifications

• Understands core concepts of Wealth Management and Banking.
• Good communication and interpersonal skills.
• Ability to build strong client networks with an entrepreneurial mindset.
• Familiar with the Singapore regulatory framework with proven ability to navigate fast-paced environments.
• Strong ethical standards and commitment to client confidentiality.

Responsibilities

• Deliver tailored investment solutions to high-net-worth individuals.
• Develop and maintain relationships with clients to understand their needs.
• Achieve annual revenue targets and objectives.
• Ensure compliance with regulatory requirements and internal policies.
• Monitor and manage risk profiles of client portfolios.

Skills

Wealth Management

Investment Advisory

Interpersonal Skills

Investment Banking

Risk Management

Communication Skills

Regulatory Requirements

Education

Professional certifications (CFA, CFP, CPWA)

Tools

Microsoft Office

Job description

Roles & Responsibilities

We are looking for a dynamic and experienced Executive Director to join our expanding team. This role is perfect for a self-motivated professional with a deep passion for wealth management. You will be entrusted with delivering tailored investment solutions to high-net-worth individuals while maintaining and nurturing client relationships with the utmost discretion and professionalism.

Client Relationship Management

• An established network of HNWI / UHNW clientele with ability to enhance client asset size over time.
• Develop and maintain strong relationships with clients, understand their needs, provide them with solutions.

Business Development

• Build, establish and grow Client Relationships
• Utilize your network and industry insights to expand client base.
• Have a plan to develop the client book with measurable outcomes
• You will be responsible for achieving annual revenue targets and objectives.

Investment Advisory

• Take a strategic view of your clients investments, aligning their portfolios with their risk profiles, goals, and market conditions.
• Providing market updates and modification of client positions due to changes in market conditions

Compliance

• Ensure all client interactions and transactions comply with regulatory requirements and the bank's internal policies.
• Monitor and manage the risk profile of clients portfolios, adhering to risk management guidelines

Requirements

• Understands the core concepts, principles, processes or procedures of Wealth Management and Banking
• Good communication and interpersonal skills
• Ability to build strong client networks, with an entrepreneurial mind-set
• Must be familiar with the Singapore regulatory framework with proven ability to navigate in fast paced environment
• Professional certifications (CFA, CFP, CPWA) are advantageous
• Strong ethical standards and commitment to client confidentiality.

Skills

• Wealth Management
• Investment Advisory
• Microsoft Office
• Interpersonal Skills
• Investments
• Relationship Management
• Investment Banking
• Transparency
• Risk Management
• Securities
• Investment Management
• Communication Skills
• Banking
• Capital
• Human Resources
• Regulatory Requirements
• Financial Services
• Able To Work Independently