Responsibilities
Work with Relationship Managers to enhance client relationships, expand wallet share, and attract high-net-worth prospects.
- Support Head of Wealth Management in risk oversight for sales and advisory.
- Develop frameworks for fair client dealings and conduct risk mitigation.
- Ensures comprehensive disclosures for new investment products before launch.
- Resolve concerns proactively.
- Manage vendor relationships, negotiations, agreements, and ongoing collaborations.
- Oversee daily operations of wealth products and wealth planning services.
- Provide portfolio guidance across asset classes to assist clients in structuring investments effectively.
- Educate Relationship Managers on products, prepares customized proposals, and supports sales professionals in client meetings.
- Share latest insights to keep Relationship Managers informed for better client interactions.
- Conduct advisory training, investment seminars, and collaborative events to promote best practices.
Requirements
- Education: Bachelor's degree in Finance, Business Administration, Economics, or a related field
- Experience: Minimum of 4 years in the financial industry, specializing in investment advisory, ideally within Premier Private/Private Banking.
- Investment Knowledge: Extensive understanding of financial products, including equities, unit trust & structured products.
- Collaboration: Ability to work across teams, understanding interdependencies and synergies within the organization.
- Language Skills: Proficient in spoken and written English. Fluency in Mandarin is required to effectively liaise with Mandarin-speaking clients and conduct product discussions. Written Mandarin proficiency is preferred for client communication when necessary.
- CACS 1 & 2 required
To apply online please use the apply function.
(EA: 94C3609/ R21103354 )
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