Wealth Management Relationship Manager

CMBI (SINGAPORE) PTE. LIMITED


Date: 1 day ago
Area: Singapore, Singapore
Salary: SGD 8,000 - SGD 15,000 per month
Contract type: Full time

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
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