Client Acquisition & AUM Growth Drive AUM and revenue growth by actively sourcing and onboarding new HNW and UHNW clients, while deepening existing relationships.
Advisory & Investment Solutions Advise clients on portfolio allocation across equities, fixed income, funds, structured products, alternatives, and other suitable solutions.
Market Insights & Ideas Provide clients with timely and relevant market insights, trade ideas, and investment strategies tailored to their needs and risk profiles.
Collaboration Partner with research, trading, and product specialists to deliver holistic wealth solutions.
Compliance & Risk Management Ensure strict compliance with MAS regulations, cross-border guidelines, FATCA/CRS, and AML requirements.
Client Reporting Monitor portfolio performance and recommend adjustments ensure timely submission of call reports, pipeline updates, and business progress reports.
Requirements
Degree holder in finance, business, economics, or related discipline.
5+ years of proven track record in relationship management, client acquisition, and revenue generation with HNW / UHNW clients.
CMFAS qualifications with a valid MAS Representative License.
Strong understanding of equities, fixed income, funds, alternatives, and structured solutions.
Excellent communication skills with the ability to interact effectively with clients and internal stakeholders.
Ability to prioritize key initiatives across a broad range of opportunities and relationships.
Self-motivated, driven, and committed to excellence.
Mandarin proficiency preferred (to cover Taiwan / Greater China clients).
