Private Wealth Client Manager

adecco personnel pte ltd; Singapore; On-site; SGD 90,000 - 150,000; Full time

Job summary

adecco personnel pte ltd, on behalf of a leading global investment management firm, seeks a Private Client Manager in Singapore. You will engage with qualified leads to acquire high net worth clients and understand their financial goals to tailor wealth solutions.

You will present investment offerings and explain the approach, while managing the end-to-end sales process and building lasting relationships for long-term engagement.

Qualifications

• Minimum degree in any discipline.
• Proven sales performance with at least 5 years of experience in serving high net worth clients would be advantageous.
• Strong communication, presentation and consultative selling skills.
• Good understanding of investment products and wealth management solutions.

Responsibilities

• Engage with qualified leads to acquire high net worth clients.
• Understand prospective clients' financial goals and investment needs to recommend suitable wealth management solutions.
• Present the firm's investment offerings and explain its investment approach.
• Manage the end-to-end sales process from initial engagement through to client conversion.
• Establish and maintain strong client relationships to support long-term engagement and client satisfaction.

Skills

Communication skills

Presentation skills

Consultative selling

Wealth management knowledge

Client relationship management

Education

Bachelor's degree

Job description

adecco personnel pte ltd, on behalf of a leading global investment management firm, seeks a Private Client Manager in Singapore. You will engage with qualified leads to acquire high net worth clients and understand their financial goals to tailor wealth solutions.

You will present investment offerings and explain the approach, while managing the end-to-end sales process and building lasting relationships for long-term engagement.