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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Wealth Management and Private Banking, with a strong focus on High-Net-Worth and Ultra-High-Net-Worth client acquisition and relationship management. Proficient in financial markets, asset classes, and compliance with regulatory requirements.
Highest-signal resume keywords
Wealth Management ExperienceClient Relationship ManagementFinancial Market KnowledgeSales Target AchievementKYC Compliance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Wealth ManagementPrivate BankingFinancial MarketsAsset ClassesInvestment ProductsSales StrategyClient AcquisitionRevenue GenerationAUM Target AchievementKYC Documentation
Soft Skills
Relationship BuildingTrust CultivationNetworkingCommunicationCollaboration
Certifications & Qualifications
Degree in BusinessDegree in Finance
Industry Keywords
High-Net-Worth ClientsUltra-High-Net-Worth ClientsRegulatory ComplianceMoney Laundering PreventionMarket Knowledge
About the role
Key responsibilities & impact- Cultivate and deepen trusting long term relationships with new and existing U/HNW individuals
- Identify prospects within the relevant market and use market knowledge to actively acquire new clients
- Introduce clients to a wide range of products/investment opportunities based on their suitability and responsible for the success of delivery Nomura’s solutions to clients
- Ensure complete KYC, call reports and documentation for all clients
- Assist in new business/product development and work with products and service specialists in order to best serve client needs
- Contribute to the bottom-line of Wealth Management through the accomplishment of revenue and AUM target
- Comply with bank and regulatory requirements and all applicable money laundering prevention procedures both in Hong Kong/Singapore and in the specific geographical area
Requirements
What you’ll need- Minimum Degree in Business or Finance
- Minimum 7 years’ experience in wealth management, private banking with a focus on high-net-worth clients
- Strong understanding of financial markets, asset classes, products and services
- Proven track record of achieving sales targets and managing client relationships effectively
- Strong ability to acquire new clients through referrals, own network and the active prospecting of high net worth and ultra-high net worth individuals.
Benefits
Comp & perks- Health insurance
- Retirement plans
- Professional development