# Wealth Management Relationship Manager

**Company:** [Fuku](http://jobs.workable.com/companies/cVzy4Zi49yLx9EZznjyX2v.md)
**Location:** Singapore, Singapore
**Workplace:** on site
**Employment type:** Full-time

[Apply for this job](http://jobs.workable.com/view/445a9064-ce23-4dad-9a0d-7ec45e2b13fb)

## Description

About the company:  
Leading investment banking firm in China, renowned for its comprehensive financial services and deep market insights offering a wide range of services including investment banking, securities, wealth management, and asset management. With a strong commitment to excellence and innovation, the bank has built a reputation for delivering high-quality financial solutions to its clients both domestically and internationally.  
  
Job responsibilities:  
\- Develop and maintain strong relationships with high-net-worth clients to understand their financial goals and provide tailored wealth management solutions.  
\- Provide comprehensive financial advice and investment strategies to clients, ensuring alignment with their risk tolerance and long-term objectives.  
\- Collaborate with internal teams to deliver a full suite of financial services, including investment management, estate planning, and tax optimization.  
\- Monitor and analyze market trends to provide clients with timely insights and recommendations for portfolio adjustments.  
\- Ensure compliance with all regulatory requirements and company policies in the execution of wealth management services.  
\- Conduct regular reviews of client portfolios to assess performance and make necessary adjustments to meet changing client needs.  
\- Identify and pursue new business opportunities to expand the client base and increase assets under management.  
  
Job requirements:  
\- Bachelor’s degree in Finance, Business Administration, or a related field; advanced degree or professional certification (e.g., CFA, CFP) is preferred.  
\- Proven experience in wealth management or financial advisory roles, with a strong track record of building and managing client relationships.  
\- In-depth knowledge of financial markets, investment products, and wealth management strategies.  
\- Excellent communication and interpersonal skills, with the ability to articulate complex financial concepts to clients.  
\- Strong analytical and problem-solving skills, with attention to detail and accuracy.  
\- Ability to work independently and as part of a team in a fast-paced, dynamic environment.
