Institutional Wealth Management Advisor - Singapore

Gemini Personnel Group Limited; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

A financial services company in Singapore seeks a professional to develop relationships with high-net-worth clients and families. The role requires expertise in investment advice, asset allocation, and trading services across various instruments. Candidates should have relevant sales experience, a strong knowledge of capital markets, and proficiency in Mandarin and English. This is an opportunity to work in a dynamic team environment.

Qualifications

• Experience in banking and finance, preferably in securities dealing and wealth management.
• Knowledge of international capital markets and investment instruments.

Responsibilities

• Develop and maintain business relationships with target clients.
• Provide investment advice and asset allocation services.
• Offer trading and execution services for various investment products.

Skills

Interpersonal skills

Sales orientation

Discipline

Mandarin proficiency

English proficiency

Education

Bachelor's degree in relevant majors

MBA from universities

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.

Responsibilities:

• Develop and maintain 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:

Knowledge:

• Sufficient knowledge on the China, Singapore and other international capital markets, all major investment instruments and the firm's products and services.
• Understand the clients' investment need and orientation.

Skills and Abilities:

• Passionate for front line sales roles and interested in financial market.
• Excellent interpersonal skills and team player.
• Highly disciplined and self-motivator.
• Good Mandarin and English.

Qualifications:

• Solid sales related experience in banking and finance companies, preferably having direct experiences in securities dealing and wealth management roles.
• Bachelor's degree in relevant majors, preferably an MBA from universities.