Private Client Manager

A prominent global investment management firm is seeking to recruit a Private Client Manager to enhance their team.

About the Role

In the position of Private Client Manager, your key responsibilities will include:

• Engaging with qualified leads to attract high net worth clients.
• Assessing the financial objectives and investment requirements of prospective clients to propose appropriate wealth management solutions.
• Showcasing the firm’s investment offerings and articulating its investment strategy.
• Overseeing the complete sales cycle from initial contact to successful client acquisition.
• Building and nurturing robust client relationships to ensure long-term engagement and satisfaction.

Required Skills and Experience

• A minimum of a bachelor’s degree in any field.
• A proven track record in sales with at least 5 years of experience catering to high net worth clients is preferred.
• Excellent communication, presentation, and consultative selling abilities.
• Solid understanding of investment products and wealth management solutions.

Please note that only shortlisted candidates will be contacted.

To apply online, please utilize the 'apply' button. Alternatively, you may reach out to Reenie at 6697 7943 / [HIDDEN TEXT] for a confidential conversation.

Adecco Personnel Pte Ltd (EA: 91C2918) | R2198716