about the company
Reputable Private Bank
about the job
Key Responsibilities:
- Client Acquisition & Growth: Proactively acquire new HNW clients and expand relationships with existing clients to increase AUM and revenue.
- Wealth Advisory: Deliver personalized investment solutions, portfolio management, and financial planning tailored to client goals.
- Relationship Management: Act as the primary contact, building long-term trust and delivering high-touch service.
- Compliance & Risk: Ensure all activities strictly comply with regulatory requirements and internal bank policies.
about the manager/team
Supported by ARMs,Investment Specialists, Banca Specialists & Product Teams to provide comprehensive service.
skills and experience required
- Experience: Minimum 5+ years of wealth management or private banking experience.
- Education: Bachelor's degree in Finance, Banking, or related fields.
- Certifications: Often requires mandatory local certifications (e.g., CACS, CMFAS in Singapore).
- Skills: Strong understanding of investment products, portfolio construction, and financial markets.
- AUM Portfolio
