Business Development Executive

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.

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

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.

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