Premier Wealth Manager (Offshore)

upper spring consulting pte. ltd.; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

upper spring consulting pte. ltd. is representing a regional bank seeking Premier Wealth Managers (Offshore) to enhance their existing teams. The role focuses on acquiring New-to-Bank customers, managing clients' wealth, and providing unbiased financial advice.

The ideal candidate will have at least 3 years of banking experience and a strong track record in sales. A degree and relevant certifications are essential for this position.

Qualifications

• Minimum 3 years of relevant banking experience in acquiring offshore premier clients.
• Sound knowledge of banking and investment products including unit trusts and bancassurance.
• Relevant CMFAS certifications and any other certifications required by the bank.

Responsibilities

• Acquire New-to-Bank customers for the Premier Wealth Offshore segment.
• Grow, manage and preserve clients' wealth through optimization of risk and return.
• Provide unbiased advice in managing and growing clients’ wealth.

Skills

Sales and marketing of financial products

Excellent interpersonal skills

Excellent communication skills

Education

Degree in relevant field

Job description

We are representing our client, an established regional bank, to look for Premier Wealth Managers (Offshore) to beef up the existing teams.

Responsibilities

• Acquire New-to-Bank customers for the Premier Wealth Offshore segment.
• Grow, manage and preserve clients' wealth through optimization of the risk, return and liquidity and work to ensure clients' financial and investment objectives are met.
• Provide unbiased advice in managing and growing clients’ wealth.
• Maintain a high standard of service quality and compliance.
• Conduct compliance activities to effectively manage the overall risk to the bank.
• Execute client’s instruction/trade accurately and timely.

Requirements

• Degree holder with minimum 3 years of relevant banking experience in acquiring offshore premier clients.
• Excellent track record in sales and marketing of financial products.
• Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance, and treasury products etc.
• Excellent interpersonal and communication skills.
• Willingness to travel to prospect, acquire and build client base.
• Relevant CMFAS certifications and any other certifications required by the bank.