About this role
Maintain and develop relationships with HNW, UHNW, and Family Office clients to generate revenue through broking activities. Provide trading services across various asset classes and collaborate with specialists to manage client portfolios.
Requires a Bachelor's degree in Business, Finance, or Engineering with at least 4 years of experience. Must possess CACS 1 & 2 certifications, relevant CMFAS licensing, and proficiency in both English and Mandarin.
What they're looking for
Wealth ManagementRelationship ManagementPortfolio ManagementCredit AssessmentKYCCDDTrading and DealingBusiness Development
Frequently asked questions
What does a Relationship Manager, Wealth Management at CLSA do?
Maintain and develop relationships with HNW, UHNW, and Family Office clients to generate revenue through broking activities. Provide trading services across various asset classes and collaborate with specialists to manage client portfolios. Requires a Bachelor's degree in Business, Finance, or Engin…
What skills does this Relationship Manager, Wealth Management role need?
Key skills for this role include Wealth Management, Relationship Management, Portfolio Management, Credit Assessment, KYC, CDD.
How much does a Relationship Manager, Wealth Management at CLSA pay?
The employer did not list a salary for this role. Most similar Singapore roles publish their band on the job page.
Is this Relationship Manager, Wealth Management role remote, hybrid, or on-site?
This role is on-site, based in Singapore.
How do I apply for this Relationship Manager, Wealth Management role?
You can apply directly on CLSA's careers page. ApplyLah can tailor your résumé and cover letter to this exact role in seconds first.