Wealth Manager (Banking & Finance)
In International Wealth and Premier Banking, we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth.
This is a client-facing role providing comprehensive banking and wealth advisory services with a strong focus on investment planning and portfolio management aligned with clients financial goals and life stages.
Key Responsibilities
- Provide client-focused wealth advisory services, with an emphasis on investment planning and portfolio management aligned to clients financial goals.
- Design, construct, and monitor investment portfolios, offering timely recommendations based on market developments.
- Advise clients on:
1) Investment funds and portfolio diversification
2) Risk management and protection solutions
3) Wealth structuring, estate, and legacy planning where appropriate - Conduct regular portfolio reviews and financial health assessments.
- Collaborate with Fund House Managers and internal teams to stay updated on market insights and product developments.
- Organise client engagement sessions and educational briefings to enhance investment knowledge.
Business Development & Client Relationship
- Build and grow a sustainable client base through structured prospecting and referrals.
- Maintain long-term client relationships through consistent servicing, portfolio reviews, and advisory insights.
- Identify opportunities to enhance clients wealth positions with suitable investment and financial solutions.
Requirements:
- Minimum 21 years old (regulatory requirement)
- GCE A Level, International Baccalaureate (IB) Diploma, Polytechnic Diploma or University Degree (Singapore), Equivalent recognised qualifications
