Wealth Management - Institutional Wealth Director

Wealth Management - Institutional Wealth Director

Wealth Management - Institutional Wealth Director

5 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

This position is responsible for developing business relationship with high-net-worth individuals, their families, family offices and corporates. Understanding client needs and requirements, identifying investment opportunities and provides financial advice to clients. Leading and managing sales team for business expansion. The job duties associated with this role may be expected to include but not limited to :

1.Developing and maintaining business relationship with target clients, bringing in new clients and new AUM to the firm.

2.Providing investment advisory and asset allocation services.

3.Providing 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.

4.Assisting clients on wealth planning and preservation through various tools and services.

5.Working in a highly dedicated and professional team environment.

Skills and Abilities :

1. Upright, humble, diligent with high moral values.

3. Passionate for front line sales roles and interested in financial market.

5. Excellent interpersonal skills and team player.

6. Highly disciplined and self-motivator.

7.Proficiency in Mandarin is a plus in order to liaise with our Chinese stakeholders and clients.

8. Capability of team management.

Knowledge :

1.Bachelor degree or above, preferably an MBA degree holder.

2.Solid sales related experience in banking and finance companies, preferably having direct experiences in securities dealing and wealth management roles.

3.Sufficient knowledge on the China, Singapore and other international capital markets, all major investment instruments and the firm’s products and services.

4. Understanding the client’s investment need and orientation.

Disclaimer :

CICC is committed to fostering an environment of equity and diversity. We recognize the importance of fair treatment in all aspects of our business, from recruitment and hiring to professional development and advancement.

CICC aims to build an inclusive workplace that values the diverse backgrounds, ideas, and cultures of our employees. We strive to create an environment where every employee feels heard, supported, and empowered to contribute to the company's growth and success. By leveraging our collective strengths, we aim to drive innovation and achieve excellence in the industry.

It is CICC’s responsibility to provide equal employment opportunities to all prospective employees, regardless of race, ethnicity, gender, age, disability, or any other characteristics protected by law.

The preceding job description has been designed to indicate the general nature and level of the work to be performed by employees within this classification. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Finance

Industries

Investment Management and Financial Services

Referrals increase your chances of interviewing at CICC by 2x

Sign in to set job alerts for “Wealth Manager” roles.

Wealth Management - Institutional Wealth Advisor - SG

2025 Private Capital Advisory Internship Programme - Singapore

BDO Private Bank Singapore - Relationship Manager (Wealth Management)

Wealth Management Consultant (High Net Worth)

Prestigious Wealth Management Relationship Manager

Financial Adviser / Consultant (Based in Singapore)

Wealth Management - Senior Relationship Manager / Relationship Manager

Dual-License Wealth Manager / Weath Manager

Financial Adviser / Consultant (Based in Singapore)

Relationship Manger, Private Wealth Onshore

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

J-18808-Ljbffr