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Ethos BeathChapman

Private Wealth Client Advisor

5-7 Years
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  • Posted 18 hours ago
  • Be among the first 10 applicants
Early Applicant

Job Description

Our client is an international private bank, and they are expanding their ASEAN and North Asia market team.

Key responsibilities:
  • Grow the business through proactive acquisition and retention of HNW/ UHNW clients within the North Asia market
  • Responsible for achieving annual revenue targets and objectives
  • Build and develop a deep understanding of clients investment needs
  • Ensure accuracy in product documentation including credit facilities
  • Comply to all guidelines and regulations

Requirements:
  • Bachelor's degree and possess professional qualifications: CMFAS and CACS
  • Minimum 5 years of relevant wealth management experience
  • Strong understanding of financial products and financial instruments
  • Able to collaborate effectively across departments
If you're interested in the above role, click on the apply function now! Alternatively, you can contactClaudiaat[Confidential Information]for a confidential discussion.

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

Reg. No. R2199597
BeathChapman Pte Ltd
Licence no. 16S8112

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About Company

Job ID: 137852095