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Hyppies

Senior Relationship Manager (HNW)

3-5 Years
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  • Posted 2 days ago
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Job Description

Our Fintech Client is currently looking for Premier/Private/Treasures Relationship Managers from Banks in Singapore with experience dealing with Accredited Investors (AI) / Ultra High Networth (UHNW) / High Networth (HNW) Individuals to join them.

Their purpose of hiring is to expand their current team in their goal of providing alternative investment opportunities to Accredited Investors (AI) / Ultra High Networth (UHNW) / High Networth (HNW) Individuals.

Key Responsibilities:
  • Fund sourcing via engagement withAccredited Investors (AI) / Ultra High Networth (UHNW) / High Networth (HNW) by converting them into the firm's clients.
  • Prepare and present investment and funding-related materials to prospective and existing clients.
  • Provide investment advisory support and offer a diversified range of investment solutions.
  • Foster and strengthen long-term client and stakeholder relationships.
  • Ensure proper completion of due diligence responsibilities.
  • Closely collaborate with all stakeholders to achieve commercial and growth objectives.
Requirements:
  • Possess a degree in Business, Finance or a related discipline.
  • Possess at least 3 years of Premier/Private/Treasures Relationship Managers from Banks in Singapore with experience dealing with Accredited Investors (AI) / Ultra High Networth (UHNW) / High Networth (HNW) Individuals.
  • Demonstrated track record of consistent sales or revenue performance.
  • Exposure to a broad range of investment asset classes.
  • Relevant regulatory licenses for the distribution of financial or investment products.

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About Company

Job ID: 140552601