Job Overview
Scope of the Role
The role focuses on managing and growing a portfolio of PCG, HNI and affluent clients, with strong exposure to equity markets, investment advisory and wealth solutions. The RM will be responsible for deepening client relationships, increasing AUM and revenue, generating new business and identifying suitable investment opportunities across various products.
Key Responsibilities
- Manage and develop relationships with PCG (Private Client Group) customers. - Provide investment and product advisory based on clients’ financial requirements and investment objectives. - Drive upselling and cross-selling of equity, mutual funds, bonds and other investment products. - Understand client portfolios and identify opportunities to increase AUM and revenue. - Build and maintain strong relationships with affluent/high-value clients through regular engagement. - Generate new client acquisition through referrals, leads, networking and market outreach. - Recommend suitable investment solutions based on client needs and risk profile. - Ensure excellent client servicing and relationship management. - Achieve assigned revenue, AUM, cross-sell and acquisition targets.
Ideal Candidate
- Experience in broking, wealth management, securities or investment advisory. - Experience handling PCG / HNI / Affluent customers will be preferred. - Strong knowledge of Equity, Mutual Funds, Securities and other investment products. - Strong advisory, upselling and cross-selling skills. - Good communication and relationship management skills. - Candidates from Broking RM, Wealth RM, Investment Advisor, Equity RM, Securities RM, HNI RM or Affluent RM backgrounds can be considered.