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.
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
