Global Markets Relationship Lead - UHNW Wealth Advisory

KGI SECURITIES (SINGAPORE) PTE. LTD.; Singapore; On-site; SGD 100,000 - 150,000; Full time

Job summary

A financial services firm in Singapore seeks a skilled professional to drive client acquisition and revenue growth. You will advise high-net-worth clients on investment strategies and ensure compliance with regulations. Candidates should have a degree in finance or related fields, along with over 5 years of experience in managing client relationships. Strong communication skills and a high level of motivation are essential for this role, as you will work closely with internal teams and clients to achieve financial objectives.

Qualifications

• 5+ years of experience in relationship management and client acquisition.
• Proven track record with high-net-worth clients.
• Excellent understanding of financial markets and products.

Responsibilities

• Drive AUM and revenue growth by onboarding new clients.
• Advise clients on portfolio allocations and investment strategies.
• Provide financial market insights tailored to client needs.

Skills

Client acquisition

Relationship management

Communication skills

Understanding of financial products

Self-motivated

Education

Degree in finance, business, economics, or related field

Tools

CMFAS qualifications

Job description

A financial services firm in Singapore seeks a skilled professional to drive client acquisition and revenue growth. You will advise high-net-worth clients on investment strategies and ensure compliance with regulations. Candidates should have a degree in finance or related fields, along with over 5 years of experience in managing client relationships. Strong communication skills and a high level of motivation are essential for this role, as you will work closely with internal teams and clients to achieve financial objectives.