【凱基證券/Singapore】Relationship Manager (Global Markets)

Key Responsibilities

• Client Acquisition & AUM Growth

Drive AUM and revenue growth by actively sourcing and onboarding new HNW and UHNW clients, while deepening existing relationships.

• Advisory & Investment Solutions

Advise clients on portfolio allocation across equities, fixed income, funds, structured products, alternatives, and other suitable solutions.

• Market Insights & Ideas

Provide clients with timely and relevant market insights, trade ideas, and investment strategies tailored to their needs and risk profiles.

• Collaboration

Partner with research, trading, and product specialists to deliver holistic wealth solutions.

• Compliance & Risk Management

Ensure strict compliance with MAS regulations, cross-border guidelines, FATCA/CRS, and AML requirements.

• Client Reporting

Monitor portfolio performance and recommend adjustments; ensure timely submission of call reports, pipeline updates, and business progress reports.

主要職責
•客戶開發與資產管理
積極拓展業務以推動業績成長，開發並維護台灣及大中華區的專業投資人、機構客戶及合作夥伴，同時深化既有客戶關係。
•投資顧問與解決方案
提供股票、債券、結構型商品及其他資本市場產品的市場資訊、產品建議及交易解決方案。
•市場洞察與投資建議
根據客戶需求與風險屬性，提供即時的市場觀點、交易建議與投資策略。
•團隊協作
與研究、交易及產品團隊密切合作，提供完整的投資及資本市場解決方案。
•法遵與風險管理
嚴格遵守 MAS 規範、跨境業務規定、FATCA/CRS 以及反洗錢相關要求。
•客戶與業務回報
維護客戶互動紀錄、業務開發進度及銷售活動報告。