HNW Wealth Advisor & Relationship Manager

TANGSPAC SEARCH PRIVATE LIMITED; Singapore; On-site; SGD 90,000 - 140,000; Full time

Job summary

TANGSPAC SEARCH PRIVATE LIMITED in Singapore is seeking a Wealth Management Relationship Manager to develop business with high-net-worth individuals, families, family offices and corporates. You will understand client needs, identify investment opportunities and provide financial advice, delivering comprehensive, tailor-made solutions.

You will source new clients and grow AUM, offering advisory and execution across equities, fixed income, FX, funds, and structured products in a collaborative,

Qualifications

• Solid sales experience in banking/finance; wealth management experience preferred.
• Bachelor’s degree required; MBA preferred.
• CMFAS licenses or equivalent regulatory qualifications are expected.

Responsibilities

• Develop and maintain relationships with target clients to grow AUM.
• Provide investment advisory and asset allocation services.
• Execute trading and execution across equities, fixed income, FX, funds and structured products.
• Assist clients with wealth planning and preservation using available tools and services.
• Work in a highly professional, team-based environment.

Skills

Client service driven

Front line sales

Effective communicator

Interpersonal skills

Disciplined & self-motivated

Education

Bachelor's degree

MBA

CMFAS licenses

Job description

TANGSPAC SEARCH PRIVATE LIMITED in Singapore is seeking a Wealth Management Relationship Manager to develop business with high-net-worth individuals, families, family offices and corporates. You will understand client needs, identify investment opportunities and provide financial advice, delivering comprehensive, tailor-made solutions.

You will source new clients and grow AUM, offering advisory and execution across equities, fixed income, FX, funds, and structured products in a collaborative,