Private Banker

Good Job Creations (Singapore) Pte Ltd; Singapore; On-site; USD 120,000 - 240,000; Full time

Job summary

A financial institution is seeking an experienced Private Banker to manage and grow ultra-high-net-worth client portfolios in Malaysia, Thailand, and Indonesia. The candidate should possess a strong track record in client acquisition, wealth advisory, and cross-border private banking, with mandatory CACS certifications and a Bachelor's degree. This role promises a dynamic environment focused on delivering personalized investment strategies and wealth solutions while ensuring regulatory compliance.

Qualifications

• Minimum 8+ years of experience in Private Banking.
• Demonstrated success in managing UHNW portfolios with AUM of USD 75–225 million.
• In-depth understanding of financial products and market trends across Southeast Asia.

Responsibilities

• Identify and onboard new UHNW clients in Malaysia, Thailand, and Indonesia.
• Deliver tailored investment strategies and wealth planning solutions.
• Ensure compliance with KYC/AML and regulatory requirements.

Skills

Client acquisition

Wealth advisory

Portfolio management

Education

Bachelor's degree

CFA or CFP (preferred)

CACS Paper 1 and 2 certifications

Job description

[Job Order ID: 1020257]

Role Overview:
We are seeking experiencedPrivate Bankersto manage and grow UHNW client portfolios acrossMalaysia, Thailand, and Indonesia. The ideal candidate will have a proven track record in client acquisition, wealth advisory, and cross-border private banking.

Responsibilities:

• Identify and onboard new UHNW clients inMalaysia, Thailand, and Indonesia, growing your portfolio and AUM.(USD 1.8–2M annually).
• Build long-term, multi-generational client relationships by deeply understanding their wealth creation sources and financial goals.
• Deliver tailored investment strategies and wealth planning solutions aligned with clients' risk profiles and objectives.
• Collaborate with product specialists to provide a full range of private banking solutions across investments, insurance, credit, and estate planning.
• Ensure full compliance with regulatory requirements including KYC/AML, MAS regulations, and internal policies.

Requirements:

• Minimum 8+ years of experience in Private Banking, with demonstrated success in client acquisition and portfolio management.
• Proven ability to manage UHNW clients with portable AUM of USD 75–225 million.
• In-depth understanding of financial products, advisory strategies, and market trends across Malaysia, Thailand, and Indonesia.
• CACS Paper 1 and 2 certifications are mandatory for this role.
• Bachelor's degree required; professional qualifications (e.g. CFA, CFP) are an advantage.

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

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EA Personnel Name: Chay Yoke Ting Vanessa (Xie Ruoting)
EA Personnel Registration Number: R23115805
EA License No.: 07C5771