PREMIER WEALTH MANAGER (OFFSHORE)

Upper Spring Consulting; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

An established regional bank in Singapore is seeking Premier Wealth Managers (Offshore) to enhance their teams. The role involves acquiring new clients, managing and preserving wealth, and providing unbiased financial advice. Candidates should hold a degree and have at least 3 years of relevant experience in banking with knowledge of investment products. Excellent communication skills are essential.

Qualifications

• Minimum 3 years of relevant banking experience in handling offshore premier clients.
• 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, return, and liquidity.
• Provide unbiased advice in managing and growing clients’ wealth.

Skills

Sales and marketing of financial products

Excellent interpersonal skills

Sound knowledge of banking products

Education

Degree holder

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 handling 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.