The posting
Highlights:
- Permanent job opportunity
- 5 days work week, normal office working hour
- Great remuneration & benefits
- Great career progression
- With AUM 100m or above are welcome
- CMFAS are advantageous
- Location: Central
Responsibilities:
- Focus on prospecting and maintaining relationship with Private Wealth clients including HNWIs, private investment companies and family offices.
- Form a good understanding of the wealth management landscape and develop a good network within the segment
- Develop and implement strategic initiatives to drive business growth, including but not limited to direct prospecting, referring channels and events
- Develop in-depth understanding on custodian platforms, products and solutions, able to differentiate and match accordingly to Private Wealth clients' trading and investment needs.
- Initiate and drive internal improvements on platforms, products and solutions to better match the general needs of private wealth clients.
- Plan and work independently to achieve personal sales targets within a team setup, where you can also leverage resources among your peers and other teams within the company.
Requirements:
- At least 5 years of working experience in business development functions facing HNWIs, private investment companies or family offices, focusing on trading/investment products, platforms, or solutions. CFA/FRM or related financial certificates is a plus.
- Have experiences dealing with private wealth clients on investment and asset allocation, etc.
- Solid knowledge base in multi-assets, compulsory in equities trading. Able to pick up quickly on demonstrating trading/investment platforms and solutions.
HOW TO APPLY:
Interested applicants, please click on “Apply Now” or email to [email protected] with provided your latest resume in MS WORD format with below information.
- Last drawn salary
- Expected salary
- Notice period
- Reason for leaving
We regret only shortlisted candidates will be notified.
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Trust Recruit Pte Ltd
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EA Personnel: Lim Dick Sern (Dick Sern)
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