Wealth Management Relationship Manager

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

Job Responsibilities:

• Active acquisition of new clients and manage all aspects of client relationship including but not limited to HNW clients, corporate/institutional clients and maintain long-term relationships
• Work together with internal asset management team to develop discretionary account business, cross-border business and new product research & development
• Help Alternative Investment business line to provide various financial solutions to portfolio companies and help to distribute PE/Credit funds
• Provide comprehensive add-value financial service using resources and expertise of the Company platforms, products, services and networks

Requirements:

• 10 years and above professional experience (both in asset management and wealth management preferred)
• Proven track record on investment sales/ fund distribution
• Strong presentation and communication skills, detail-oriented and results-focused
• Strong understanding of PE asset and other products
• Full proficiency in English, Mandarin and Cantonese is a plus to liaise with colleagues in Head Office.
• Willing to travel to Hong Kong and Mainland China frequently