Private Client Wealth Advisor - Regional markets

Randstad Singapore; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

Randstad Singapore is seeking an experienced wealth advisor to expand the private banking client base across key markets. You will deliver tailored financial planning and advisory solutions, drive revenue through suitable investment strategies, and deepen relationships with ongoing reviews and cross-selling opportunities.

The role requires 7+ years in private banking or wealth advisory for international clients and a strong track record of building a portable AUM book, with MBA/CFA/CFP

Qualifications

• Bachelor's degree required in business, finance, economics, or related field.
• MBA, CFA, or CFP certifications are highly preferred.
• 7+ years of private banking or wealth advisory experience servicing the international banking segment.

Responsibilities

• Expand client base by onboarding banking accounts across key regional markets in private wealth.
• Deliver comprehensive financial planning and consultative solutions tailored to client needs.
• Drive business revenue by introducing investment strategies and wealth solutions.
• Deepen existing client relationships via portfolio reviews and cross-selling relevant banking products.
• Elevate client journey with high standards of personal service and advisory excellence.

Education

Bachelor's degree in Business, Finance, Economics, or related fields

MBA / CFA / CFP certifications

Job description

• Expand the client base by identifying and onboarding banking accounts across key regional markets within the private wealth space.
• Deliver comprehensive financial planning and consultative solutions tailored to client needs
• Drive business revenue by introducing appropriate investment strategies, wealth solutions, and market Insights
• Deepen existing client relationships through ongoing portfolio reviews and cross-selling relevant banking products
• Elevate the overall client journey by maintaining high standards of personal service and advisory excellence

skills and experience required.

• Bachelor's degree in Business, Finance, Economics, or related fields. MBA, CFA, or CFP certifications are highly preferred.
• >7 years of private banking or wealth advisory experience specifically servicing the international banking segment.
• Demonstrated ability to build a high-quality client book with portable AUM.