Private banker

BEATHCHAPMAN (PTE. LTD.); Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A leading financial institution in Singapore is looking for a wealth management professional to expand its North Asia market team. The role involves proactive acquisition and retention of high-net-worth clients, achieving revenue targets, and understanding client investment needs. Candidates should have at least 5 years of relevant experience and possess CMFAS and CACS qualifications.

Qualifications

• Minimum 5 years of relevant wealth management experience in the North Asia market.
• Strong understanding of financial products and services.
• Able to collaborate effectively across departments.

Responsibilities

• Grow the business through proactive acquisition and retention of HNW/UHNW clients.
• Responsible for achieving annual revenue targets and objectives.
• Build and develop a deep understanding of clients’ investment needs.

Skills

Business growth through client acquisition

Understanding of financial products

Effective collaboration

Education

Bachelor degree

CMFAS certification

CACS certification

Job description

Our client, a well-known leading financial institution in the private banking market, is expanding its North Asia market team.

Key responsibilities:

• Grow the business through proactive acquisition and retention of HNW/ UHNW clients within the North Asia market
• Responsible for achieving annual revenue targets and objectives
• Build and develop a deep understanding of clients’ investment needs
• Ensure accuracy in product documentation including credit facilities
• Comply to all guidelines and regulations

Requirements:

• Minimum 5 years of relevant wealth management experience in the North Asia market
• Strong understanding of financial products and services
• Able to collaborate effectively across departments
• Bachelor degree and possess professional qualifications: CMFAS and CACS

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

(EA:16S8112/ R2199597)