About this role
Key Areas of Responsibilities
• Maintain good relationship with the existing HNW / UHNW / Family Offices / EAM clients. • Develop business for wealth management clients in generating revenue through secondary and primary broking activities. Scope of work includes account opening, CDD & KYC, product roadshow, project pitching, clients visit in Greater China (if necessary) as well as ad-hoc projects. • Provide trading and dealing services, including Singapore, Hong Kong and overseas equities, fixed income, futures, commodities and 3rd party products, also provide post-trade review and data analysis to key clients. • Participate in internal and external business development activities, discover innovative and popular financial product and raise request to product team. • Support Wealth Management team to increase company’s brand, product awareness among different clients and market share and penetration. • Work closely with the product specialists and investment advisors to manage and develop clients’ portfolio, and assist in the growth of the business. • Be responsible for ensuring in-depth credit assessment for new and existing clients. • Be involved in day to day business meetings and communicate with clients to solve enquiries on an ad-hoc basis. • Explore compatibility and bring new clients on-board to expand your portfolio.
Requirements
• Bachelor’s Degree or above (Business / Finance / Engineering discipline) with at least 4 years of working experience. • Result-oriented with strong initiative and drive to succeed. • Possess strong integrity, compliance sense, willingness to learn and progress. • Customer-focused and able to work under pressure. • Ability to build and maintain strong working relationships with local sales representatives’ experience in providing witness services for account opening. • Possess strong business network with Greater China clients in Singapore, and have good connections with clients who are interested in investing in overseas financial products. • Excellent communication, interpersonal and relationship skills. • Good command of written and spoken English. • Proficient in written and spoken Mandarin as this role would be required to communicate and explain product offering concepts to Greater China clients. • Possess CACS 1 & 2 certifications, and the relevant CMFAS licensing.
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