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Relation Manager, Wealth Planning

Noah Holdings Singapore Pte Ltd
Gepostet vor 3 Tagen Permanent Competitive
Gepostet von
Noah HR
We are looking for an experienced expert to help with local business operations.

Position:            Relation Manager, Wealth Planning

Location:           Singapore

Scope of Responsibilities:

  • Providing sound wealth management and financial advisory services, provide a personalized wealth planning experience for HNW as part of our clients onboarding requirements.
  • Preparing product (Investment & Insurance) training and onboarding documents in mandarin as part of Singapore’s office requirement.
  • Proficient in Collective Investment Scheme (CIS) & Insurance at the product level.

Skills & Qualifications:

  • A degree in any discipline
  • Preferably 2 years or more experience in financial services
  • Relationship building / Key accounts management
  • Relevant CMFAS qualification to distribute both collective investment schemes (CIS) and insurance
  • New Corporate & Individual Bank Account Opening and related KYC documentation
  • Ensure adherence to the Know Your Customer (KYC) and AML/CFT norms
  • Conduct product training in mandarin
  • Proficient in business mandarin communication skills
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