Jobs

    Client Advisor - Singapore - ZICO ASSET MANAGEMENT PTE. LTD.

    ZICO ASSET MANAGEMENT PTE. LTD.
    ZICO ASSET MANAGEMENT PTE. LTD. Singapore

    1 week ago

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    Description
    Roles & Responsibilities

    Company

    ZICO Holdings Inc. ("ZICO" and together with its subsidiaries and associated companies, the "Group") is

    an integrated provider of multidisciplinary professional services which was listed on Catalist Board of

    the Singapore Exchange Securities Trading Limited ("SGXST") on 11 November 2014. The Group is

    focused on the ASEAN region and through its multidisciplinary services, regional capabilities and local

    insights, ZICO enables its clients to capitalize on opportunities across Southeast Asia.

    As a subsidiary, ZICO Asset Management ("ZICOam") is a private wealth manager for high net-worth

    and family office clients focused in the ASEAN region. ZICOam is registered with Monetary Authority of

    Singapore ("MAS") to assist its clients in inter-generational wealth transfers, wealth planning, asset

    protection and portfolio optimisation and fund management. ZICOam has concise and insightful

    solutions that ensure its clients receive the best outcome possible for their personal and family wealth

    in today's fast changing economic world.

    Comprising a team of highly experienced professionals, the services offered by ZICOam include:

    • management of portfolios and investments;
    • special purpose funds;
    • capital markets solutions;
    • inter-generational wealth transfers, trusts, foundations as well as private funds; and
    • non-market correlated investments.

    Job Prerequisite and Description

    We are looking for passionate and experienced bankers/asset managers with outstanding inter-personal skills who are seeking to move and enjoy greater autonomy as well as to work on building the business to deliver first class service and advisory.

    Apart from exhibiting levels of education; professionalism, integrity and competency necessary to be

    part of the ZICOam advisory team, the candidates should have:

    • at least 3 years of experience in the relevant fields of asset and wealth management;
    • met the MAS 'fit and proper' criteria as well as minimum entry requirements;
    • a RNF number with the MAS (or a similar regulator);
    • reasonable book size for account on-boarding; and
    • broad technical competencies including solid product awareness and wealth planning knowledge with strengths in key national markets expected.

    This role is on a 100% commission basis.

    Responsibilities

    • Identify potential clients and develop proposals that benefit them.
    • Analyse clients' cash, capital and investment needs to provide fund management as well as financial advisory services.
    • Monitor the performance of clients' accounts and suggest ways to improve returns.
    • Meet revenue and other quantitative targets.
    • Maintain regular contact with clients, including sales, visits, offer of services and products.
    • Ensure compliance with the company's internal guidelines and external regulatory requirements
    Tell employers what skills you have

    Wealth Management
    Asset Management
    Autonomy
    Interpersonal Skills
    Investments
    Relationship Management
    Asset Protection
    Securities
    Financial Markets
    Capital Markets
    Banking
    Capital
    Financial Advisory
    Regulatory Requirements
    Customer Service
    Professional Services
    Financial Services
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