Senior Premier Wealth Architect

MAYBANK SINGAPORE LIMITED; Singapore; On-site; SGD 70,000 - 120,000; Full time

Job summary

MAYBANK SINGAPORE LIMITED is seeking a Premier Wealth professional in Singapore to grow and manage the Premier client base. You will provide unbiased financial advice, upgrade clients to Premier, and work with branches to achieve strong sales and service performance.

The role emphasizes risk-adjusted wealth optimization, regulatory compliance, and building long-term client relationships through proactive reviews and referrals.

Qualifications

• Degree holder with relevant experience in wealth management or financial services.
• Proven track record in sales and client acquisition.
• Strong interpersonal and communication skills.

Responsibilities

• Promotes high sales and service performance for the PW segment and collaborates with branches to drive Premier results.
• Manage Premier clients to grow and preserve wealth, optimize risk/return/liquidity, and meet financial objectives.
• Execute Premier marketing initiatives to upgrade High Net Worth clients to the Premier platform and provide unbiased financial advice.
• Build relationships to drive client conversion, referrals, and cross-sell across products.
• Ensure compliance activities (KYC, ECDD) and manage client trades accurately and timely.
• Maintain SLA-driven service levels and regular client contact to sustain strong relationships.

Skills

Client relationship management

Cross-selling

Financial products knowledge

Regulatory compliance knowledge

Education

Bachelor's degree

Tools

CRM systems

Job description

MAYBANK SINGAPORE LIMITED is seeking a Premier Wealth professional in Singapore to grow and manage the Premier client base. You will provide unbiased financial advice, upgrade clients to Premier, and work with branches to achieve strong sales and service performance.

The role emphasizes risk-adjusted wealth optimization, regulatory compliance, and building long-term client relationships through proactive reviews and referrals.