Private Banker (ROW)

JAC Recruitment Pte Ltd; Singapore; On-site; SGD 70,000 - 90,000; Full time

Job summary

A major banking institution in Singapore is seeking a Private Banking Advisor to provide tailored solutions for retail banking and insurance products. The successful candidate will manage and deepen customer relationships while self-sourcing new business. A degree in Banking or Finance and at least 3 years of experience in Private Banking are required. Strong interpersonal skills are essential for this role.

Qualifications

• Minimum 3 years of experience in Private Banking with an existing portfolio.
• Familiarity with MAS and cross-border regulations.
• Ability to manage and deepen client relationships.

Responsibilities

• Provide solutions for retail banking and insurance products.
• Manage relationships with existing customers.
• Self-source new business and develop client referrals.

Skills

Strong business acumen

Good interpersonal skills

High level of analytical thinking

Education

Degree in Banking, Finance, or Business

Job description

COMPANY OVERVIEW

Our client is one of the most prominent banks in the world.

JOB RESPONSIBILITIES

• Provide recommended solutions for retail banking and insurance products, working with Wealth Management team members to offer holistic solutions to premier clients.

• Proactively manage and deepen relationships with existing customers, ensuring comprehensive engagement, risk profiling, and financial planning.

• Self-source and develop new business by prospecting for new clients and referrals, collaborating with wealth corporate account managers to acquire EBS clients.

• Familiar with MAS and cross-border regulations.

REQUIREMENTS

• Degree holder, preferably in Banking, Finance, or Business.

• At least 3 years of experience in the Private Banking space, with strong business acumen and an existing portfolio (MY/SG/THAI/INDO).

• Good interpersonal skills.

• Organizational awareness and understanding.

• High level of analytical and conceptual thinking.

We regret to inform 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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