Institutional Wealth Advisor / Private Banking RM - Up to 20K (ID: 689967)

PERSOL; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services firm in Singapore is seeking a dedicated professional to develop business relationships with high-net-worth clients. The role involves providing investment advice, asset allocation services, and wealth planning assistance. Ideal candidates should possess a relevant degree, licenses, and solid experience in banking and finance. Strong communication skills and a client service mindset are essential for success in this position.

Qualifications

• Must possess relevant licenses.
• Solid understanding of Singapore and international capital markets.
• Experience in securities dealing and wealth management.

Responsibilities

• Develop and maintain relationships with high-net-worth clients.
• Provide investment advisory and asset allocation services.
• Assist clients with wealth planning and preservation.

Skills

Client service driven

Effective communication

Sales related experience

Strong bilingual skills

Education

Bachelor degree in relevant majors

MBA degree holder (preferable)

Tools

Investment advisory tools

Wealth management services

Job description

Job Description:

This position is responsible for developing business relationship with high-net-worth individuals, their families, family offices and corporates. Understands client needs and requirements, identifies investment opportunities and provides financial advice to clients. The job duties associated with this role may be expected to include but not limited to:

• Develop and maintaining business relationship with target clients, bringing in new clients and new AUM to the firm.
• Provide investment advisory and asset allocation services.
• Provide trading and execution services for clients on equities, fixed income, foreign exchange, futures and options, mutual funds, hedge funds, PE funds and structured products etc.
• Assist clients on wealth planning and preservation through various tools and services.
• Work in a highly dedicated and professional team environment.

Requirements:

• Bachelor degree in relevant majors, preferably an MBA degree holder.
• Relevant licenses.
• Sufficient knowledge on Singapore and other international capital markets, all major investment instruments and the firm’s products and services.
• Understand the client’s investment needs and orientation.
• Client service driven.
• Passionate for front line sales roles and interested in financial markets.
• Effective communicator and strong bilingual skills.
• Solid sales related experience in banking and finance companies, preferably having direct experiences in securities dealing and wealth management roles.

Interested candidates who wish to apply for the advertised position, please click on “Apply”. We regret that only shortlisted candidates will be notified. EA License No.: 01C4394 (Persol Singapore PTE LTD)