Wealth Management Exec Director: Grow Elite Client Portfolios

CFAM PTE. LTD.; Singapore; On-site; SGD 150,000 - 250,000; Full time

Job summary

A wealth management firm in Singapore seeks an experienced Executive Director to deliver tailored investment solutions for high-net-worth clients. The ideal candidate will have a strong network, excellent interpersonal skills, and a deep understanding of wealth management. Responsibilities include client relationship management, achieving revenue targets, and ensuring compliance with regulatory requirements. Professional certifications are advantageous, making this a key position in a dynamic environment.

Qualifications

• Understands core concepts of Wealth Management and Banking.
• Good communication and interpersonal skills.
• Ability to build strong client networks with an entrepreneurial mindset.
• Familiar with the Singapore regulatory framework with proven ability to navigate fast-paced environments.
• Strong ethical standards and commitment to client confidentiality.

Responsibilities

• Deliver tailored investment solutions to high-net-worth individuals.
• Develop and maintain relationships with clients to understand their needs.
• Achieve annual revenue targets and objectives.
• Ensure compliance with regulatory requirements and internal policies.
• Monitor and manage risk profiles of client portfolios.

Skills

Wealth Management

Investment Advisory

Interpersonal Skills

Investment Banking

Risk Management

Communication Skills

Regulatory Requirements

Education

Professional certifications (CFA, CFP, CPWA)

Tools

Microsoft Office

Job description

A wealth management firm in Singapore seeks an experienced Executive Director to deliver tailored investment solutions for high-net-worth clients. The ideal candidate will have a strong network, excellent interpersonal skills, and a deep understanding of wealth management. Responsibilities include client relationship management, achieving revenue targets, and ensuring compliance with regulatory requirements. Professional certifications are advantageous, making this a key position in a dynamic environment.