Job Details
Key responsibilities:
- Grow the business through proactive acquisition and retention of HNW/ UHNW clients within the North Asia market
- Responsible for achieving annual revenue targets and objectives
- Build and develop a deep understanding of clients investment needs
- Ensure accuracy in product documentation including credit facilities
- Comply to all guidelines and regulations
Requirements:
- Bachelor's degree and possess professional qualifications: CMFAS and CACS
- Minimum 5 years of relevant wealth management experience in the North Asia market
- Strong understanding of financial products and services
- Able to collaborate effectively across departments
Only shortlisted candidates will be responded to therefore, if you do not receive a response within 14 days, please accept this as notification that you have not been shortlisted.
Reg. No. R2199597
BeathChapman Pte Ltd
Licence no. 16S8112
