Private Wealth Relationship Manager

Ethos BeathChapman; Singapore; On-site; SGD 90,000 - 120,000; Full time

Job summary

An international private bank in Singapore is seeking to expand its ASEAN and North Asia market team. The role involves proactive acquisition and retention of HNW/UHNW clients, achieving revenue targets, and understanding clients' investment needs. Candidates should have a Bachelor's degree, relevant professional qualifications, and at least 5 years of wealth management experience in the North Asia market. Strong collaboration skills and understanding of financial products are essential.

Qualifications

• Minimum 5 years of relevant wealth management experience in the North Asia market.
• Strong understanding of financial products and services.
• Able to collaborate effectively across departments.

Responsibilities

• Grow the business through proactive acquisition and retention of HNW/UHNW clients.
• Responsible for achieving annual revenue targets and objectives.
• Build and develop a deep understanding of clients’ investment needs.
• Ensure accuracy in product documentation including credit facilities.
• Comply with all guidelines and regulations.

Skills

Wealth management experience

Understanding of financial products

Collaboration across departments

Education

Bachelor's degree

CMFAS certification

CACS certification

Job description

Our client is an international private bank that is expanding its ASEAN and North Asia market team.

Key Responsibilities

• Grow the business through proactive acquisition and retention of HNW/UHNW clients within the North Asia market
• Responsible for achieving annual revenue targets and objectives
• Build and develop a deep understanding of clients’ investment needs
• Ensure accuracy in product documentation including credit facilities
• Comply with all guidelines and regulations

Requirements

• Bachelor's degree and possess professional qualifications: CMFAS and CACS
• Minimum 5 years of relevant wealth management experience in the North Asia market
• Strong understanding of financial products and services
• Able to collaborate effectively across departments

Only shortlisted candidates will be responded to; therefore, if you do not receive a response within 14 days, please accept this as notification that you have not been shortlisted.

Reg. No. R2199597
BeathChapman Pte Ltd
Licence no. 16S8112

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