Private client advisor
AUROUS CAPITAL PTE. LTD.
Banking and Finance
S$5000 - S$8000
We are a Registered Fund Management Company (RFMC) based in Singapore. We offer investment management and advisory services to our clients, and our fund products span global markets and different asset classes. We aim to provide a total portfolio capable of achieving superior long-term returns for our investors.
Private Client Advisor
We are looking for an energetic individual to join our relationship management team to cover High Net Worth Investors (HNWI) and Accredited Investors (AI) accounts.
· Leverage off your current network and client base to attract new HNWIs and AIs to the fund with an AUM target at least S$6-8 million in year one, commission incentives shall apply.
· You should also aim to grow your current network of HNWI/AI clients through business development methods such as networking events, client referrals and intermediary services.
· Actively identify prospects and establish contact with them with the objective of converting such prospects into clients.
· Demonstrate an in-depth understanding of clients' sources of wealth generation.
· Anticipate key events in a client's life or business which may impact their investment objectives or goals.
· Keep up with market developments and work closely with the portfolio management team to offer insightful investment solutions to clients.
· Serve as a trusted partner advising clients on financial matters.
· Strong team player who can elevate the team’s knowledge and experience in order to establish credibility and gain trust from clients.
· This role reports into the Business Development Director.
Qualifications & Requirements
· At least 4 years of relevant experience in the financial industry in business development or sales roles
· Have an existing network of clients or prospects
· Proficient in Chinese and English
· Good understanding of financial markets and knowledge of different wealth management products
Closing on 06 Oct 2021orview more job listings from this company