Taurus Wealth is a fully integrated wealth management powerhouse founded in 2008 with offices in Singapore, Dubai & Zurich. We globally serve our wealth management and institutional client base with an independent platform that gives clients the freedom to select the best possible products to meet their individual needs.

Taurus offers a Strong network of custodian banks and in-house support through Investment Advisory team on portfolio management, risk, and compliance experts.

TOTAL YEARS OF WORK EXPERIENCE: 5 years or more of work experience in the financial services/wealth management industry
POSITION: Senior Relationship Manager
JOB TYPE: Full time
START DATE: IMMEDIATELY
WORK LOCATION: Singapore

Role and Responsibility:

• Responsible for identifying and generating HNW/UHNW prospect leads

• Provide financial planning and investment advisory services

• Research and present investment strategies in coordination with the investment advisory/products teams

• Manage client relationships and grow wallet share of the existing clients across different asset classes

• Contribute to the team/company’s revenue targets on a monthly basis

• Provide High Quality Advice

• Understanding of asset classes Equity, Debt, Alternates, Real Estate

• Keep abreast of technical market knowledge and macro research as part of ongoing requirement on technical competency

• Maintain a high standard of ethics and conduct and ensure confidentiality of clients’ assets & information

Your Skills and Experience:

• Outstanding network within the affluent/HNW/UHNW segment with a proven track record in client acquisition and wealth management

• Specialist knowledge and product expertise in developing solutions for clients in the creation, management, and transfer of their wealth

• Ensuring solutions tailored to the sophisticated needs of HNW/UHNW clients for a long-term relationship

• Excellent client- and service-orientation as well as outstanding interpersonal communication skills

• Dedicated team player with a positive attitude

• Entrepreneurial and innovative approach in the identification of business opportunities, coupled with a result-oriented approach and high degree of flexibility and ownership

• Excellent oral and written communication skills in English as well as in the native language spoken by the clients to be covered, any additional languages are a plus

We Offer:

• An innovative, diverse, and exciting working environment with entrepreneurial spirit

• Offices and expertise in Singapore, Dubai, and Zurich

• Globally integrated financial services company that enables active exchange between likeminded experts

• Support through in-house portfolio management, risk, and compliance experts

• Strong network of custodian banks

• Access to professional research through broker and bank relationships

• Possibility of part-time work and home office

• Flat hierarchies and short decision-making paths

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