Client Advisor, Private Bank

REVE PARTNERS EXECUTIVE SEARCH PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading Global Private Bank in Singapore is seeking a Client Advisor for SEA/North Asia Markets. The role requires expertise in Wealth Management and a proven track record in client acquisition. Ideal candidates will have 8+ years' experience in private banking and established relationships with high-net-worth individuals. The position offers a collaborative work environment focused on client success.

Qualifications

• 8+ years of experience in private banking or similar roles.
• Strong understanding of high-net-worth financial needs.
• Proficiency in compliance and regulatory frameworks.

Responsibilities

• Onboard and manage Private Banking relationships.
• Advise clients on investment portfolios.
• Collaborate with other banking teams for integrated solutions.

Skills

Wealth Management expertise

Client acquisition

Relationship building

Understanding regulatory frameworks

Education

CACS Papers 1 & 2

Job description

Client Advisor – SEA /North Asia Markets (Director)

Private Bank

Our client is an established Global Private Bank with a strong global footprint across the Wealth Management, Corporate and Investment Bank.

They are currently looking to hire a successful Relationship Manager with a strong track record to join them.

You will be working closely with industry veterans, with the team fostering a supportive and collaborative environment.

Responsibilities

• Onboard own Private Banking relationships and continuously prospecting new clients
• Partner the investment teams to advise clients on their investment portfolios that are in line with their client profile and goals
• Work with other teams within the bank including the retail, corporate and investment bank to provide one-bank solutions to clients
• Ensure all transactions adhere to the Bank’s internal standards and regulatory guidelines.
• Uphold the highest standards of professionalism and integrity in all client interactions.

Requirements

• Proven expertise in Wealth Management, particularly within the Singapore, Southeast Asia, and/or North Asia markets.
• A strong history of client acquisition and revenue generation within the private banking space.
• Established relationships with high-net-worth individuals, demonstrating a deep understanding of their unique financial needs.
• Thorough understanding of compliance and regulatory frameworks within the banking industry.
• Minimally 8 years of experience in a similar capacity to be considered for this role.
• Completion of CACS Papers 1 & 2

Please send your details to [e-mail] for a confidential discussion.

We regret that only shortlisted candidates will be contacted.

EA License: 25S2716