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    Private Wealth Relationship Manager - Singapore - HAITONG INTERNATIONAL SECURITIES (SINGAPORE) PTE. LTD.

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    Description
    Roles & Responsibilities

    Job duties / responsibilities

    • Develop a pipeline of prospective clients and lead sales pitches with the aim of growing AUM and revenue.
    • Maintain relationships with existing UHNW clients and prospective clients and develop a strong network of intermediaries
    • Understand client's financial goals, risk tolerance and investment preferences
    • Provide investment advice and portfolio management services that align with client's goal
    • Coordinate product maintenance, risk management, ongoing monitoring and regulatory reporting as per requirements by MAS.

    Job Specification

    • At least 5- 7 years of PWM/ Premier Banking experience, client acquisition skills and/ or experience in investment portfolio management
    • Highly motivated and able to develop new business opportunities through networking and referral
    • Ability to build trusted and long-lasting client relationships
    • Strong understanding of financial products and investment strategies
    • Strong communication and presentation skills for ongoing client engagement
    • Strong analytic skills and the ability to creatively synthesize information to develop differentiated thought-leadership pieces and to host and moderate client event

    Interested applicants, please send your resume to

    Tell employers what skills you have

    Wealth Management
    Audit and Compliance
    Investment Strategies
    Middle Office
    Regulatory Compliance
    Tolerance
    Service Management
    Wealth Management Services
    Customer Care
    Risk Management
    Portfolio Management
    Networking
    Banking
    Presentation Skills
    Customer Satisfaction

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