Private Banking Wealth Advisor

Bank of Singapore Limited; Singapore; On-site; SGD 100,000 - 180,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Community initiatives

Learning and development opportunities

Job summary

Bank of Singapore Limited is seeking a Private Banking professional to manage a portfolio of high net worth clients in Singapore. You will provide tailored investment and wealth planning solutions, build lasting client relationships and work with internal specialists to meet client goals.

The ideal candidate holds a degree in finance/economics/business, with 5+ years of private banking experience, strong communication and analytical skills, and professional certifications such as CFA or CFP.

Qualifications

• Bachelor's degree in finance, economics or business.
• 5+ years in private banking, wealth management or related field.
• Strong understanding of investment products and wealth planning.
• Excellent communication and interpersonal skills.
• Strong analytical and problem‑solving skills.
• Professional certifications such as CFA or CFP are an asset.

Responsibilities

• Manage a portfolio of high net worth clients and provide personalized financial solutions.
• Develop and maintain relationships, understanding client goals and aspirations.
• Identify opportunities to provide investment, wealth planning and other services.
• Collaborate with internal specialists to meet client needs.
• Stay updated on market trends, regulatory changes and other factors affecting clients.

Skills

Relationship building

Analytical thinking

Communication skills

Strategic thinking

Education

Bachelor's degree in finance/economics/business

Job description

Bank of Singapore Limited is seeking a Private Banking professional to manage a portfolio of high net worth clients in Singapore. You will provide tailored investment and wealth planning solutions, build lasting client relationships and work with internal specialists to meet client goals.

The ideal candidate holds a degree in finance/economics/business, with 5+ years of private banking experience, strong communication and analytical skills, and professional certifications such as CFA or CFP.