Senior Wealth Management & PE Solutions Lead

CMBI (SINGAPORE) PTE. LIMITED; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

CMBI (SINGAPORE) PTE. LIMITED is seeking an experienced client advisor to actively acquire new clients and manage complex relationships, including HNW, corporate and institutional accounts.

The role partners with the internal asset management team to build discretionary accounts, cross-border activity, and new product research. The candidate will help the Alternative Investment business line provide financial solutions to portfolio companies and distribute PE and Credit funds, delivering

Qualifications

• 10+ years of experience in asset management and wealth management.
• Proven track record on investment sales / fund distribution.
• Strong presentation and communication skills; detail-oriented and results-focused.
• Strong understanding of PE assets and other products.
• Fluent English; Mandarin and Cantonese a plus.

Responsibilities

• Active acquisition of new clients and manage all aspects of client relationships including HNW, corporate/institutional clients.
• Collaborate with internal asset management team to develop discretionary account business, cross-border deals, and new product research & development.
• Help Alternative Investment line provide financial solutions to portfolio companies and distribute PE/Credit funds.
• Provide comprehensive add-value financial service leveraging company platforms, products, services and networks.

Skills

Investment sales

Fund distribution

Presentation skills

Communication skills

Detail-oriented

Results-focused

PE asset knowledge

English

Mandarin

Cantonese

Travel willingness

Job description

CMBI (SINGAPORE) PTE. LIMITED is seeking an experienced client advisor to actively acquire new clients and manage complex relationships, including HNW, corporate and institutional accounts.

The role partners with the internal asset management team to build discretionary accounts, cross-border activity, and new product research. The candidate will help the Alternative Investment business line provide financial solutions to portfolio companies and distribute PE and Credit funds, delivering