FINCO Search
Title: Senior Relationship Manager
Contract type: Permanent
Salary: Commission Only
Location: Singapore
FINCO Search is proud to be working with an established asset/wealth management firm with over 1.2Bn AUM and offices in the Dubai and Singapore. This firm are in partnership with various local and international banks in Singapore as well as Dubai and they offer a range of difference products and services to HNW/UHNW clients such as portfolio management, wealth management and mortgage advice. We are in search of senior relationship manager’ with a transferable book of HNW/UHNW clients in a particular market.
Duties & Responsibilities
- Working closely with the CEO in developing marketing strategies in order to grow the firm’s CEO
- Working closely with your HNW/ UHNW clients by providing them investment advice and solutions
- Up-selling the firm’s wealth management/ portfolio management solutions to your HNW/ UHNW clients
- Keeping up to date on any new regulations in the markets that you focus on that will affect your HNW/UHNW clients
- Working closely with the team on networking/ marketing techniques in order to grow your own AUM as well as the firm’s AUM
- Working closely with the sales team that are based Dubai on networking/ marketing techniques
- Carrying out due diligence checks when on-boarding new clients
- Travelling to meet with your HNW/UHNW clients as well as new clients
Experience
- 4+ years’ worth of experience in the wealth management/ private banking sector
- Having previously managed relationships with HNW/UHNW individuals
- A transferable book of HNW/UHNW individuals that you can bring to this firm
- Having previously worked within an asset management space
- Ability to travel to meet with new clients when it is essential
- Being able to work on a commission only structure with a high revenue sharing option
- Up to date knowledge on any regulations that may affect your HNW/UHNW clients
- Being able to work closely with the relationship management team
- Being able to attend networking/ socialising events
Please contact Jonathan Margrave:
Email: jonathan.margrave@fincosearch.com
Tel: +44 (0)203 927 5080
