Wealth Management Junior Relationship Manager
| 行业 | Accounting / Finance | 职位 | General / Cost Accounting |
|---|---|---|---|
| 招聘部门 | 招聘人数 | 若干 | |
| 工作地区 | All Cities | 工作性质 | Full Time |
| 性别要求 | Male | 婚姻要求 | No marital status restrictions |
| 学历要求 | College Diploma | 工作经验 | 不限 |
| 年龄要求 | 18岁以上 | 待遇水平 | 面议 |
| 更新日期 | 2022-09-23 | 有效期至 | Valid for a long time |
职位描述
Here’s a summary of what you will be doing in this job:
Generating a pipeline of prospective wealth management clients, spanning products such as: fixed income deposits, on and offshore funds, and offshore private banking accounts.Acting as a trusted wealth management advisor to high networth individuals.onboarding customers to meet annual targets on incremental Assets Under Management (AUM).Success in this role will require you to fulfill the following responsibilities:Tap your own network of high networth individuals, and create lead funnels to sustain a pipeline of good client prospects.Conduct meetings with prospective clients to understand their wealth management needs, and recommend corresponding products that align with their objectives.Perform KYC and onboarding tasks to enable new customers to invest in their chosen products.Report progress of lead sourcing and onboarding regularly to management.Requirements:
College degree in a business or finance course.Finance-related certifications or charters, such as CFA is a plus.3-5 years experience in wealth management front-line; existing book of prospective high networth clients. International exposure (even if locally employed) also a plus.Skills required:Sales and relationship managementWealth ManagementNetworking/Pipeline GenerationFinancial Sales公司介绍
更多WHO WE ARENovel Capital, Inc. (NCI) is one of the leading boutique finance & private equity groups in Asia. We specialize in arranging and providing funding for small to medium enterprises in the region. Our key principles combine entrepreneurial and financial expertise to accelerate the growth of our client partners.https://www.novelcap.com.phSERVICESNovel Capital, Finance, and Securities offer a wide range of financial management services to cater to the different needs of growing businesses.Investing● Fixed Income● Private Equity● Mutual FundsFinancing● Working Capital Financing● Bridge Financing● Receivable Financing● Check DiscountingAdvisory● Financial Advisory● Business Advisory