Wealth Management Relationship Manager

Borr Drilling; Singapore; On-site; USD 60,000 - 90,000; Full time

Job summary

A leading financial services company is seeking a professional with 2-5 years of experience in asset and wealth management to actively acquire new clients, manage client relationships, and provide financial solutions. The ideal candidate will have a strong track record in investment sales, excellent communication skills, and proficiency in multiple languages. Frequent travel to Hong Kong and Mainland China is expected.

Qualifications

• 2 - 5 years professional experience in asset management and wealth management preferred.
• Proven track record on investment sales/ fund distribution.

Responsibilities

• Active acquisition of new clients and manage all aspects of client relationships.
• Develop discretionary account business, cross-border business and new product research.
• Provide financial solutions to portfolio companies and distribute PE/Credit funds.

Skills

Investment sales

Fund distribution

Presentation skills

Communication skills

Detail-oriented

Results-focused

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:

- 2 - 5 years 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