Your new role Responsible for managing and growing a portfolio of High-Net-Worth (HNW) individual clients, providing comprehensive financial solutions and personalised service to meet their unique wealth management needs and hit revenue target KPIs.
What you'll need to succeed
Existing Priority / Premier / Privilege / Treasures RMs with a strong client portfolio
Personal Bankers with strong and consistent sales performance looking to move up segment
Financial Advisors with MDRT (by Commission or Income category) for the past 2-3 consecutive years, subject to assessment
Track record of managing AUM and generating consistent revenue
Experience in at least 2 core products: Structured Products, Fixed Income, Funds, Bancassurance
Strong client acquisition and relationship management capabilities
Market Coverage
Onshore: Singapore-based clients
Offshore: North Asia, Malaysia, Indonesia, Thailand, Vietnam, Philippines, NRI, ROW
What you need to do now If you or someone you may know may be interested in this opportunity, please do contact me on the details below for more information or drop over an updated CV to my email at [email protected]
Alternatively, if this job opportunity is not relevant to you, feel free to share your updated CV to have a confidential discussion on the relevant openings based on your skill sets and expertise.
At Hays, we value diversity and are passionate about placing people in a role where they can flourish and succeed. We actively encourage people from diverse backgrounds to apply.
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