Private Client Wealth Advisor - Regional markets

Randstad Singapore; Singapore; On-site; SGD 140,000 - 210,000; Full time

Job summary

Randstad Singapore is seeking a Senior Private Banker to expand a regional client base in the private wealth space and deliver tailored financial planning and advisory services. The role focuses on onboarding international clients and deepening relationships through portfolio reviews and cross-sell opportunities.

You will drive revenue by introducing investment strategies and market insights while maintaining exceptional client service standards across the wealth advisory spectrum.

Qualifications

• 7+ years of private banking or wealth advisory experience servicing international clients.
• Demonstrated ability to build a high-quality client book with portable AUM.

Responsibilities

• 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 investment strategies, wealth solutions, and market insights
• Deepen existing client relationships through portfolio reviews and cross-selling relevant banking products
• Elevate the client journey by maintaining high standards of personal service and advisory excellence

Skills

Relationship management

Financial planning

Investment guidance

Education

Bachelor's degree in Business/ Finance/ Economics

MBA, CFA, or 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.