Wealth Management Relationship Manager

Fuku; Singapore; On-site; SGD 70,000 - 90,000; Full time

Job summary

A prominent investment banking firm in Singapore is looking for a Wealth Manager to develop and maintain relationships with high-net-worth clients, providing tailored financial solutions. The ideal candidate will have a Bachelor's degree, proven wealth management experience, and strong analytical skills. Responsibilities include monitoring market trends and conducting portfolio reviews. Join us to make a significant impact on our clients' financial success.

Qualifications

• Bachelor’s degree required; advanced degree or certification preferred.
• Proven experience in wealth management is essential.
• Strong interpersonal skills and attention to detail are necessary.

Responsibilities

• Develop relationships with high-net-worth clients to provide tailored solutions.
• Monitor market trends and provide timely insights for clients.
• Conduct regular portfolio reviews and make adjustments as needed.

Skills

Client relationship management

Financial market knowledge

Analytical skills

Communication skills

Problem-solving

Education

Bachelor’s degree in Finance or Business Administration

Advanced degree or professional certification (e.g., CFA, CFP)

Job description

About the company

Leading investment banking firm in China, renowned for its comprehensive financial services and deep market insights offering a wide range of services including investment banking, securities, wealth management, and asset management. With a strong commitment to excellence and innovation, the bank has built a reputation for delivering high-quality financial solutions to its clients both domestically and internationally.

Job responsibilities

• Develop and maintain strong relationships with high-net-worth clients to understand their financial goals and provide tailored wealth management solutions.
• Provide comprehensive financial advice and investment strategies to clients, ensuring alignment with their risk tolerance and long-term objectives.
• Collaborate with internal teams to deliver a full suite of financial services, including investment management, estate planning, and tax optimization.
• Monitor and analyze market trends to provide clients with timely insights and recommendations for portfolio adjustments.
• Ensure compliance with all regulatory requirements and company policies in the execution of wealth management services.
• Conduct regular reviews of client portfolios to assess performance and make necessary adjustments to meet changing client needs.
• Identify and pursue new business opportunities to expand the client base and increase assets under management.

Job requirements

• Bachelor’s degree in Finance, Business Administration, or a related field; advanced degree or professional certification (e.g., CFA, CFP) is preferred.
• Proven experience in wealth management or financial advisory roles, with a strong track record of building and managing client relationships.
• In-depth knowledge of financial markets, investment products, and wealth management strategies.
• Excellent communication and interpersonal skills, with the ability to articulate complex financial concepts to clients.
• Strong analytical and problem-solving skills, with attention to detail and accuracy.
• Ability to work independently and as part of a team in a fast-paced, dynamic environment.