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Introduction:

Our client is major Chinese investment bank with a global strong international presence, with offices in major financial hubs outside of its home country, allowing it to act as a bridge connecting Chinese and global capital markets. It is known for its market-leading expertise in China and its ability to facilitate cross-border transactions. Core business model is comprehensive, providing a full suite of services including: Investment Banking: Handling equity and debt financing, and providing advisory services for mergers and acquisitions. Wealth and Asset Management: Serving high-net-worth individuals, institutional investors, and corporations by managing their assets and offering a range of investment products. Equities and Fixed Income: Providing sales, trading, and research services across various markets and financial instruments.

Responsibilities:

We are looking for a driven and experienced Institutional Wealth Advisor to join our team in Singapore.

In this role, you'll be responsible for cultivating and expanding relationships with high-net-worth individuals, their families, family offices, and corporations.

You'll serve as a trusted advisor, understanding complex client needs and providing tailored financial solutions across a wide range of investment products.

In these role, you'll play a critical role in our firm's growth by attracting new clients and increasing assets under management (AUM).

You'll combine your deep market knowledge with a client-first approach to deliver exceptional service and help clients achieve their financial goals.

This is a front-line sales position that requires a high level of discipline, self-motivation, and excellent communication skills.

Business Development: Actively develop and maintain a strong network of high-net-worth clients, family offices, and corporate entities. Proactively identify new business opportunities and execute strategies to grow the firm's client base and AUM.

Client Advisory: Serve as a primary point of contact for clients, providing comprehensive investment advice and strategic asset allocation services. Conduct thorough needs assessments to understand client goals, risk tolerance, and investment preferences.

Product Expertise: Advise on and execute trades for a diverse range of financial instruments, including equities, fixed income, foreign exchange, futures, options, mutual funds, hedge funds, private equity funds, and structured products.

Wealth Planning: Assist clients with long-term wealth planning and preservation strategies, leveraging various financial tools and services to meet their specific needs.

Market Intelligence: Stay abreast of trends in the China, Singapore, and international capital markets to provide timely and relevant market insights to clients.

Team Collaboration: Work collaboratively within a dedicated, professional team to share insights, support colleagues, and contribute to a high-performance culture.

Requirements:

A comprehensive understanding of the financial markets in China, Singapore, and globally.

In-depth knowledge of a broad spectrum of investment instruments and the firm's product and service offerings.

A strong grasp of client investment needs and strategic orientations.

Skills and Abilities

Client-Centric: Passionate about delivering exceptional client service and building long-lasting relationships.

Proactive & Self-Motivated: Highly disciplined, results-oriented, and driven to achieve sales targets.

Interpersonal & Communication: Excellent interpersonal skills with the ability to build rapport and trust. You must be an effective and clear communicator in both Mandarin and English to serve our diverse client base.

Team Player: A collaborative spirit with the ability to work effectively within a team environment.

Qualifications

Experience: Solid track record in sales within the banking and finance industry. Direct experience in securities dealing and wealth management is strongly preferred.

Education: Bachelor's degree in a relevant field. An MBA is a plus.

Licensing: Possession of all relevant financial licenses required for this role in Singapore.