Relationship Manager - Singapore - KGI SECURITIES (SINGAPORE) PTE. LTD.

Description

Overview of role

Sourcing and onboarding of new offshore clients

Understand needs, objectives and risk profile of clients

Advise clients on investment ideas / opportunities and other wealth management services and ensure investment suitability and timely execution

Regular review of investment portfolios and risk profiles with clients

Strict observance of risk and compliance / cross-border / AML issues and regulations

Ensure that we achieve excellence in our clients' experience, building lasting relationships based on high standards of service and quality advice

Key duties

Build-up, maintain and expand a network of clients, introducing them to the company and Wealth Management platform

Provide exceptional advice, service and appropriate recommendations to clients with focus on understanding their needs, objectives and risk tolerance.

Develop personalized wealth management solutions and investment ideas

Enable the client to make informed financial decisions by providing clear, relevant and timely information

Regular and timely submission of progress reports, incl. existing business and prospect pipeline.

Constant and timely filing of call reports, following meetings with clients.

Communicate and work hand-in-hand with investment product and research department, giving input for generating new investment/product ideas

Observe and follow regulatory and bank's policies and procedures like advisory handbook, cross-border rules, AML guidelines, and other risk/compliance issues: diligent and prompt reporting of irregularities/red flags to line manager/compliance officer

Requirements

5-10+ years of direct client relationship management experience in wealth management / investment advisory sales

Language:
Fluent in Mandarin and English

Recognized university degree and relevant certification

Proven track record in client acquisition and retention success

Disciplined, with deep understanding of Compliance and Regulatory framework of the industry

Extensive investment product and market knowhow

Strong relationship management and sales skills

Driven, client-oriented with strong business acumen

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