Skip to main content
Back to jobs

Wealth Management Relationship Manager

External
CMBI (SINGAPORE) PTE. LIMITED logoCmbi (singapore) Pte · Asia Square Tower 1, Singapore
S$204K–S$264K/yrFull-timeUnknown2w ago
Cover LetterConnect

Prepare for this interview

Elite

AI-generated questions, company research, and talking points tailored to this role


Requirements

  • 10 years and above professional experience (both in asset management and wealth management preferred)
  • Proven track record on investment sales/ fund distribution
  • Strong presentation and communication skills, detail-oriented and results-focused
  • Strong understanding of PE asset and other products
  • Full proficiency in English, Mandarin and Cantonese is a plus to liaise with colleagues in Head Office.
  • Willing to travel to Hong Kong and Mainland China frequently

Additional Information

Job Responsibilities: - Active acquisition of new clients and manage all aspects of client relationship including but not limited to HNW clients, corporate/institutional clients and maintain long-term relationships - Work together with internal asset management team to develop discretionary account business, cross-border business and new product research & development - Help Alternative Investment business line to provide various financial solutions to portfolio companies and help to distribute PE/Credit funds - Provide comprehensive add-value financial service using resources and expertise of the Company platforms, products, services and networks


Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at CMBI (SINGAPORE) PTE. LIMITED? Share your experience

Interested in this role?

Apply on the company's website.

Cover LetterConnect