Private Banker (SEA)

KAIROS GLOBAL SEARCH PTE. LTD.; Singapore; On-site; SGD 120,000 - 200,000; Full time

Job summary

A prestigious private bank is seeking an experienced Private Banker to expand and manage a portfolio of HNW and UHNW clients in the SEA region. You will provide comprehensive wealth planning and investment solutions while ensuring high levels of client satisfaction and compliance with regulatory standards.

Qualifications

• Minimum 10 years of experience in private banking or wealth management.
• Proven track record managing HNW/UHNW clients.
• Relevant certifications (CFA, CFP, CMFAS modules) preferred.

Responsibilities

• Acquire new HNW/UHNW clients from the SEA region.
• Manage and grow existing client portfolios.
• Provide tailored wealth management solutions.

Skills

Client Acquisition

Wealth Management

Investment Solutions

Regulatory Compliance

Market Trend Awareness

Education

Bachelor’s degree in Finance, Business, or related discipline

Tools

Financial Markets Knowledge

Wealth Planning Tools

Job description

Job Description:

Our client is a prestigious private bank known for its deep-rooted heritage, strong international presence, and bespoke wealth management solutions. As part of its continued growth strategy in the Greater China region, the bank is seeking an experienced and highly driven Private Banker to expand and manage a portfolio of HNW and UHNW clients (primarily in SEA region). You will provide comprehensive wealth planning, investment, and banking solutions while working closely with internal product specialists and external partners.

• Follow us on LinkedIn for more job opportunities (below link): https://www.linkedin.com/company/kairosglobalsearch/?viewAsMember=true

Key Responsibilities:

• Acquire new HNW/UHNW clients from the SEA region through personal network, referrals, and business development strategies.
• Manage and grow an existing book of clients, ensuring high levels of service, satisfaction, and client retention.
• Provide tailored wealth management and investment solutions across asset classes, trusts, insurance, and structured products.
• Work closely with internal investment advisors, product experts, and compliance to deliver holistic financial strategies.
• Maintain full compliance with all regulatory, AML/KYC, and internal policies.
• Keep abreast of market trends and regional developments impacting clients’ investment needs.

Requirements:

• Bachelor’s degree or higher in Finance, Business, or related discipline.
• Minimum 10 years of experience in private banking or wealth management, with a proven track record of managing HNW/UHNW clients from SEA region.
• Strong network of clients and introducers in SEA region.
• Sound knowledge of investment products, financial markets, and wealth planning tools.
• Relevant certifications (e.g., CFA, CFP, CMFAS modules) preferred.

EA Licence No: 23S1615