Key responsibilities:
- Grow the business through proactive acquisition and retention of HNW/ UHNW clients within the North Asia market
- Responsible for achieving annual revenue targets and objectives
- Build and develop a deep understanding of clients’ investment needs
- Ensure accuracy in product documentation including credit facilities
- Comply to all guidelines and regulations
Requirements:
- Bachelor's degree and possess professional qualifications: CMFAS and CACS
- Minimum 5 years of relevant wealth management experience
- Strong understanding of financial products and financial instruments
- Able to collaborate effectively across departments
If you're interested in the above role, click on the 'apply' function now! Alternatively, you can contact Claudia at claudia.wong@ethosbc.com for a confidential discussion.
Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.
Reg. No. R2199597
BeathChapman Pte Ltd
Licence no. 16S8112
