Wealth Management - Institutional Wealth Director

Wealth Management - Institutional Wealth Director This position is responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates. Understanding client needs and requirements, identifying investment opportunities, and providing financial advice to clients. Leading and managing a sales team for business expansion. The job duties associated with this role may include but are not limited to: Developing and maintaining business relationships with target clients, bringing in new clients and new AUM to the firm. Providing investment advisory and asset allocation services. Providing trading and execution services for clients on equities, fixed income, foreign exchange, futures and options, mutual funds, hedge funds, PE funds, and structured products. Assisting clients with wealth planning and preservation through various tools and services. Working in a highly dedicated and professional team environment. Skills and Abilities: Upright, humble, diligent with high moral values. Passionate for front-line sales roles and interested in the financial market. Excellent interpersonal skills and a team player. Highly disciplined and self-motivated. Proficiency in Mandarin is a plus in order to liaise with our Chinese stakeholders and clients. Capability of team management. Knowledge: Bachelor's degree or above, preferably an MBA degree holder. Solid sales-related experience in banking and finance companies, preferably having direct experiences in securities dealing and wealth management roles. Sufficient knowledge of the China, Singapore, and other international capital markets, all major investment instruments, and the firm’s products and services. Understanding the client’s investment needs and orientation. Seniority Level Mid-Senior level Employment Type Full-time Job Function Finance Industries Investment Management and Financial Services J-18808-Ljbffr

Location: North East, SG

Posted Date: 5/9/2025