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Wealth Management Relationship Manager (Hybrid)

7-10 Years
  • Posted 2 hours ago
  • Be among the first 10 applicants

Job Description

Novel Capital, Inc. is one of Asia's leading boutique finance and private equity groups, dedicated to helping businesses achieve sustainable financial growth. We specialize in providing customized financing and investment solutions for small and medium-sized enterprises, combining entrepreneurial insight with deep financial expertise. Backed by over 50 years of collective management experience and a strong network of investors and institutional partners, we work closely with our clients to accelerate their growth and create long-term value. 

We're Hiring: Wealth Management Relationship Manager

Are you passionate about helping clients grow and preserve their wealth Do you have a strong network of high-net-worth individuals and a proven track record in wealth management

Novel Capital, Inc. is looking for an experienced Wealth Management Relationship Manager to join our growing team.

What you'll do:

  • Build and grow a pipeline of prospective high-net-worth clients.
  • Serve as a trusted advisor by understanding clients financial goals and recommending tailored investment solutions.
  • Promote a range of wealth management products, including fixed income investments, onshore and offshore funds, and offshore private banking solutions.
  • Manage the end-to-end client onboarding process, including KYC and account opening requirements.
  • Contribute to the achievement of annual Assets Under Management (AUM) growth targets.
  • Provide regular updates on lead generation, client onboarding, and business development activities.

What we're looking for:

  • Bachelor's degree in Business, Finance, or a related field
  • 7–10 years of front-line wealth management experience
  • Established network or book of high-net-worth clients
  • Experience in financial advisory, investment products, and relationship management
  • CFA or other finance-related certifications are an advantage
  • International wealth management exposure is a plus

Why join Novel Capital

  • Work with an experienced team of wealth management professionals.
  • Access continuous learning and professional development opportunities.
  • Build meaningful relationships while helping clients achieve their long-term financial goals.

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About Company

Job ID: 151759049