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Business Development Executive

External
Up to S$96K/yrPart-timeUnknown1w ago
ComplianceDocumentation
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Requirements

  • Bachelor's Degree in Finance, Accounting, Business Admin or related field
  • Requires mastery level knowledge of job area typically obtained through advanced education combined with experience
  • Requires 5 years minimum prior relevant experience
  • Solid knowledge of financial products and services for the high-end net worth individual market
  • Ability to speak fluent English/ Mandarin is an asset due to the job requirements to communicate with China clients
  • Possess solid business development skills to acquire high net worth client relationships

Additional Information

Job Description: Develop The Renminbi Qualified Foreign Institutional Investor ("RQFII") business. Acts as the main point of contact for high net worth clients for Wealth Management and provide a high level of consultative financial advice. Responsible for identifying client needs and ensuring needs are met by utilizing investments or other relevant products, in connection with tax, legal and estate planning professionals. Builds and deepens client relationship by proactively monitoring client's portfolio. Ensures all documentation is up to date, complete and in compliance with all policies, regulations, laws and procedures. Performs other duties as assigned. The role is based in Singapore.


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