Private Client Wealth Advisor - Regional markets

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

Job summary

Randstad Singapore seeks a seasoned private banking professional to expand the client base across key regional markets in the private wealth space, delivering tailored financial planning and consultative solutions to affluent clients.

You will drive revenue by introducing investment strategies and wealth solutions, deepen relationships through portfolio reviews, and elevate the client journey with exemplary service for international banking clients.

Qualifications

• 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.

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 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

Client book development

Relationship management

Cross-selling

Portfolio reviews

Education

Bachelor's degree in Business/Finance/Economics

MBA/CFA/CFP preferred

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.