Job Description: This position is responsible for developing business relationships 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.
We are hiring for a Chinese investment bank, which is expanding into Wealth Management.
Job Responsibilities
Develop and maintain business relationships 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.
Assist clients on wealth planning and preservation through various tools and services.
Work in a highly dedicated and professional team environment.
Job Qualifications
Sufficient knowledge of the China, 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.
Passionate about front-line sales roles and interested in the financial market.
Excellent interpersonal skills and a team player.
Highly disciplined and a self-motivator.
Solid sales-related experience in banking and finance companies, preferably having direct experience in securities dealing and wealth management roles.
Bachelor's degree in relevant majors, preferably an MBA from reputable universities.
Note: The difference in this role from other RM roles is that there is no limit to the type of products one can introduce to the clients, as the bank will support any products. Also, there is no geographical limitation to the clients one can bring in. The minimum for account opening is USD 1 million.