Private Wealth Client Advisor (Malaysia Market)

UPPER SPRING CONSULTING PTE. LTD.; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A regional bank is seeking a Private Wealth Client Advisor for their Singapore branch to manage and grow relationships with high net worth clients in the Malaysia market. The ideal candidate will have a proven record in Wealth Management, strong client acquisition skills, and knowledge of compliance requirements. Competitive compensation and career growth opportunities are offered.

Qualifications

• Proven track record in Wealth Management across Malaysia/Southeast Asia.
• Strong understanding of compliance and regulatory requirements.
• Ability to manage high net worth client relationships.

Responsibilities

• Prospect new clients and secure relationships to meet targets.
• Grow and manage clients' wealth.
• Provide unbiased financial advice.

Skills

Client acquisition

Wealth Management products knowledge

Interpersonal skills

Communication skills

Education

CACS Papers 1 & 2 certification

Job description

We are representing our client, an established regional bank, to look for Private Wealth Client Advisors (Malaysia Market) to complement the existing teams in Singapore branch.

Responsibilities

• Prospect new Private Banking clients and secure new relationships, and meet the assigned targets.
• Grow Net New Money and Asset under Management.
• Fully understand clients' needs and provide unbiased advice in managing and growing their wealth.
• Grow, manage and preserve clients' wealth through optimisation of the risk, return and liquidity and work to ensure clients' financial and investment objectives are met.
• Ensure that all transactions comply with the Bank and regulatory requirements.
• Conduct business with a high degree of professionalism and integrity.

Requirements

• Proven track record in Wealth Management covering Malaysia and/or Southeast Asia market.
• Strong track record of client acquisition and revenue generation.
• Strong relationship with high networth clients.
• Sound knowledge of Wealth Management products.
• Good understanding of compliance and regulatory requirements.
• Good interpersonal and communication skills.
• Completed CACS Papers 1 & 2 and all other certifications as required by the bank.