Executive Director

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

Job summary

A leading company in wealth management is seeking an Executive Director to join their team in Singapore. This role demands a dynamic individual with a rich network of high-net-worth clients, tasked with providing customized investment solutions. The successful candidate will excel in client relationships and compliance, ensuring robust portfolio management aligned with strategic goals.

Qualifications

• Proven ability to navigate Singapore's regulatory environment.
• Strong ethical standards with commitment to confidentiality.
• Ability to enhance client asset size over time with an established network.

Responsibilities

• Deliver tailored investment solutions to high-net-worth individuals.
• Develop and maintain strong relationships with clients.
• Achieve annual revenue targets and provide market updates.

Skills

Client relationship management

Business development

Investment advisory

Understanding of Wealth Management

Communication skills

Interpersonal skills

Education

Professional certifications (CFA, CFP, CPWA)

Job description

We are looking for a dynamic and experienced Executive Director to join our expanding team. This role is perfect for a self-motivated professional and 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.