Private Banker

JAC Recruitment Pte Ltd; Singapore; On-site; SGD 90,000 - 120,000; Full time

Job summary

A leading bank in the SEA region is seeking an experienced Private Banking professional to provide tailored banking and insurance solutions. The ideal candidate will have a strong portfolio, excellent interpersonal skills, and a deep understanding of financial planning. This role involves managing existing client relationships and sourcing new clients, ensuring comprehensive engagement and compliance with regulations.

Qualifications

• Minimum 5 years experience in Private Banking.
• Strong business acumen with an existing client portfolio.

Responsibilities

• Provide solutions for retail banking and insurance products.
• Manage relationships with existing customers.
• Develop new business by prospecting for clients.

Skills

Interpersonal Skills

Analytical Thinking

Conceptual Thinking

Education

Degree in Banking

Degree in Finance

Degree in Business

Job description

COMPANY OVERVIEW

Our client is one of the most prominent banks in the SEA region.

JOB RESPONSIBILITIES

1. Provide recommended solutions for retail banking and insurance products and work with Wealth Management team members to offer holistic solutions to premier clients.
2. Proactively manage and deepen relationships with existing customers, ensuring comprehensive engagement, risk profiling, and financial planning.
3. Self-source and develop new business by prospecting for new clients and referrals and collaborate with wealth corporate account managers to acquire EBS clients.
4. Familiar with MAS and cross-border regulations.

REQUIREMENTS

1. Degree holder, preferably in Banking / Finance / Business
2. At least 5 years of working experience within the Private Banking space, with strong business acumen and an existing portfolio (GCNA/MY/SG/THAI)
3. Good interpersonal skills
4. Organizational awareness and understanding
5. High level of analytical and conceptual thinking

We regret to inform you that only shortlisted candidates will be notified. We appreciate your understanding.

EA: JAC Recruitment Pte. Ltd.
EA Licence: 90C3026
EA Personnel: R22109162
EA Personnel Name: Tan Wan Ting

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