Vice President - Relationship Manager/ Client Advisor Vice President - Relationship Manager/ Client  …

Haitong International Securities (Singapore) Pte. Ltd.
in Singapore, Singapore, Singapore
Permanent, Full time
Last application, 05 Jul 20
Competitive
Haitong International Securities (Singapore) Pte. Ltd.
in Singapore, Singapore, Singapore
Permanent, Full time
Last application, 05 Jul 20
Competitive
Role of Relationship Manager/ Client Advisor is to onboard Private Wealth Management clients and offer the Private Wealth Management service on an advisory basis

The Job:

  • Achieve Private Wealth Management business targets and KPIs
  • Formulate and execute investment strategies according to client profile and ensure investment suitability
  • Keep client profiles and KYC up to date
  • Understand risk control environment and adhere to highest standard of ethics
  • Ensure compliance with HTI policies and procedures
  • Promptly reporting client compliant, error trades and near misses to Line Manager
  • Full compliance with all local and external laws and regulations

Requirements:

  • University graduate or above
  • As required by Industry and Regulators
  • Business proficiency of written and spoken English and Mandarin, including Putonghua (in order handle queries from Putonghua and Mandarin speaking associates)
  • Expected to travel overseas for business trips
  • At least 7 - 10 years relevant experience
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