Wealth Management Relationship Manager

Industry Category	Accounting / Finance	Position	Corporate Finance / Investment
Recruitment Department		Number Of Recruits	several
Work Location	All Cities	Nature Of Work	Full Time
Gender Requirements	Male	Marriage Requirement	No marital status restrictions
Education Level	College Diploma	Work Experience	No work experience restrictions
Age Requirement	Above 18 years old	Salary Package	Negotiable
Updated Date	2022-10-13	Valid Until	Valid for a long time

Here’s a summary of what you will be doing in this job:

Generating a pipeline of prospective wealth management clients, spanning products such as: fixed income deposits, on and offshore funds, and offshore private banking accounts.Acting as a trusted wealth management advisor to high networth individuals.onboarding customers to meet annual targets on incremental Assets Under Management (AUM).Success in this role will require you to fulfill the following responsibilities:Tap your own network of high networth individuals, and create lead funnels to sustain a pipeline of good client prospects.Conduct meetings with prospective clients to understand their wealth management needs, and recommend corresponding products that align with their objectives.Perform KYC and onboarding tasks to enable new customers to invest in their chosen products.Report progress of lead sourcing and onboarding regularly to management.

Requirements:

College degree in a business or finance course.Finance-related certifications or charters, such as CFA is a plus.7-10 years experience in wealth management front-line; existing book of prospective high networth clients. International exposure (even if locally employed) also a plus.Skills required:​Sales and relationship managementWealth ManagementNetworking/Pipeline GenerationFinancial Sales

WHO WE ARENovel Capital, Inc. (NCI) is one of the leading boutique finance & private equity groups in Asia. We specialize in arranging and providing funding for small to medium enterprises in the region. Our key principles combine entrepreneurial and financial expertise to accelerate the growth of our client partners.https://www.novelcap.com.phSERVICESNovel Capital, Finance, and Securities offer a wide range of financial management services to cater to the different needs of growing businesses.Investing● Fixed Income● Private Equity● Mutual FundsFinancing● Working Capital Financing● Bridge Financing● Receivable Financing● Check DiscountingAdvisory● Financial Advisory● Business Advisory