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Job Description

Responsibilities:

  • Acquire, onboard, and grow relationships with HNW/UHNW clients
  • Deliver tailored wealth solutions covering investments, tax, estate, and global realestate
  • Oversee client portfolios with investment, operations, compliance, and product teams
  • Leverage internal and external resources to provide integrated, one-stop solutions
  • Ensure strict compliance with KYC/AML and uphold the highest ethical standards
  • Maintain proactive clientengagement with regular reviews and market updates

Requirements:

  • Minimum 5yrs relevant experience in WM/PB, Proven track record;knowledge of compliance regulatory frameworks;
  • Excellent interpersonal and communication skills;
  • Proven ability to build client relationships and deliver service excellence, strong analytical skills to expand client base and boost sales performance;
  • Proficiency in Mandarin is an asset,SG citizen/PR preferred.

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Job ID: 136698821

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