Private Banker

Ethos BeathChapman; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A private bank in Singapore is seeking a professional for a wealth management role focused on high-net-worth clients in the Japan market. The ideal candidate will have a Bachelor's degree, relevant professional qualifications, and at least 5 years of experience in wealth management. Responsibilities include acquiring and retaining clients, achieving revenue targets, and ensuring compliance with regulations. The position requires a strong understanding of financial products and the ability to collaborate with various departments.

Qualifications

• Bachelor's degree and possess professional qualifications: CMFAS and CACS.
• Minimum 5 years of relevant wealth management experience.
• Strong understanding of financial products and financial instruments.
• Able to collaborate effectively across departments.

Responsibilities

• Grow the business through proactive acquisition and retention of HNW / UHNW clients within the Japan 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.

Job description

Job Details

Location Singapore Salary Competitive Salary Job Type Ref BH-24278-10 Contact Contact email Posted 1 day ago Our client, an established private bank, is expanding their team.

Key Responsibilities

• Grow the business through proactive acquisition and retention of HNW / UHNW clients within the Japan 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

• Bachelor's degree and possess professional qualifications : CMFAS and CACS
• Minimum 5 years of relevant wealth management experience
• Strong understanding of financial products and financial instruments
• Able to collaborate effectively across departments

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.

Reg. No. R2199597

BeathChapman Pte Ltd

Licence no. 16S8112