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Wealth Manager/Director (Singapore)
Our client provides an effective and complete solution for investment managers, wealth managers and family offices worldwide.
Founded in 2018, our client is specialized in investment research and management, with a strong network of experts in diverse disciplines, including tech developments, legal and compliance, on top of its already deep knowledge in financial markets, instruments and strategies.
With these strong foundations, our client provides the most comprehensive support in the industry for incoming fund managers and wealth management professionals, who serve their clients not only with dedicated focuses, but also with best research support and access to experts and authorities in different topics.
We firmly believe success in investment is not just about knowing any one field. It is about the ability to incorporate and integrate diverse knowledge continuously that help our professionals understand what matters soon enough to protect, and empower, our investors.
Toward this end, our client is the most systematic approach to mobilize talent and resources toward minimizing risk and maximizing investment performance.
Our client is a Capital Markets Services (CMS) licensed firm with the Monetary Authority of Singapore (MAS).
Wealth Manager/Director (base in Singapore)
(This position is recruited by CoolJobz)
Job Highlights
  • Singapore base, a CMS licensed firm with the MAS
  • Fund/asset/wealth/investment management experts
  • Client acquisition, to achieve target for AUM
Job Description
  • 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.
  • We are seeking seasoned and high-calibre professionals to join in Singapore as:
  • 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.

  • 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.

  • SGD 7,000-10,000
How to Apply:
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Post Details
Posted By CoolJobz
Salary SGD 7,000 - 10,000
Payment per month
Location Singapore
Industry Banking / Finance
Classification Building / Construction : Building, Measurement / Civil / Structural, Other
Job Type Full time
Working time Morning and Evening
Working days Monday to Friday
Qualification Degree or Above

Jobs data
Company Name:
Job Title:
Wealth Manager/Director (Singapore)
Post Date: