Relationship manager (WM) - Toa Payoh

Position: Relationship manager (This is a sales role)

We are hiring for a Chinese investment bank.

Job Description

This position is responsible for developing business relationship with high-net-worth individuals, their families, family offices and corporates. Understands client needs and requirements, identifies investment opportunities and provides financial advice to clients.

The difference in this role from other RM roles is that :

1. There is no limit to the type of products one can introduce to the clients, as the bank will support any products.
2. Also there is no geographical limition to the clients one can bring in
3. the min. for acount opening is USD 1 million.

The job duties associated with this role may be expected to include but not limited to:

• Develop and maintaining business relationship with target clients, bringing in new clients and new AUM to the firm.
• Provide investment advisory and asset allocation services.
• Provide trading and execution services for clients on equities, fixed income, foreign exchange, futures and options, mutual funds, hedge funds, PE funds and structured products etc.
• Assist clients on wealth planning and preservation through various tools and services.
• Work in a highly dedicated and professional team environment.

• Sufficient knowledge on the China, Singapore and other international capital markets, all major investment instruments and the firm’s products and services.
• Understand the client’s investment need and orientation.
• Client service driven.
• Passionate for front line sales roles and interested in financial market.
• Effective communicator.
• Excellent interpersonal skills and team player.
• Highly disciplined and self motivator.
• Solid sales related experience in banking and finance companies, preferably having direct experiences in securities dealing and wealth management roles.
• Bachelor degree in relevant majors, preferably an MBA from universities.
• Relevant license.

Work location: Raffles place