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Wealth Management Relationship Manager
CMBI (SINGAPORE) PTE. LIMITEDSingapore7 days ago
Job description2 - 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
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 :
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Relationship Manager • Singapore