Wealth Manager / Director (Based in Singapore) - CoolJobz｜Meet.jobs

Our client provides state-of-the-art solutions for fund managers, wealth managers and family offices worldwide. They partner with reputable private banks in multiple jurisdictions (Hong Kong, Singapore, Taiwan, and Zurich), insurance companies, administrators and trust services to ensure our people are well supported to achieve their goals.

 
Responsibilities

• Responsible for implementing market strategies in client acquisitions;
• Responsible for ensuring the team's overall performance in achieving targets for assets under management (AUM), revenue generation, and client satisfaction;
• Support company's marketing and branding campaigns to connect with prospective clients for wealth management, fund management as well as family office solutions;
• Work closely with senior management to execute marketing and investment management plans flawlessly;
• Managing documentations and processes for Know Your Client (KYC) due diligence or related requirements as they occur;
• Coordinate inbound and outbound communications.

Requirements

• At least 5 years of experience with private banking, wealth management and related sectors;
• Solid record in client acquisition, asset growth and revenue generation;
• Well versed in Investment Management and/or Insurance industry practice and requirements;
• Capable of forming and executing business strategies to deliver measurable outcomes;
• Outstanding leadership and interpersonal skills;
• Dedication to serve clients with high problem-solving abilities;
• Strong communication skills.