Senior Private Banker — Wealth Growth & Advisory

CAREER STORY PTE. LTD.; Singapore; On-site; SGD 90,000 - 150,000; Full time

Job summary

CAREER STORY PTE. LTD.

in Singapore seeks a Relationship Manager (Senior Private Banker) to manage affluent clients’ wealth with a consultative, cross-border approach, leveraging CACS certification to deliver tailored investment strategies and seamless service. You will acquire new high-net-worth clients, deepen relationships, and coordinate with specialists to grow assets while ensuring compliance and timely execution of sales processes.

Qualifications

• Experience as a Private Banking Relationship Manager.
• CACS Paper 1 & Paper 2 certification.

Responsibilities

• Acquire new high net worth customers.
• Grow and protect client wealth with a consultative process.
• Tailor personalized investment strategies for each client.
• Pursue cross-border investment opportunities when appropriate.
• Achieve annual targets through sales and compliance processes.

Skills

Private Banking RM experience

CACS Paper 1 & 2

Job description

CAREER STORY PTE. LTD.

in Singapore seeks a Relationship Manager (Senior Private Banker) to manage affluent clients’ wealth with a consultative, cross-border approach, leveraging CACS certification to deliver tailored investment strategies and seamless service. You will acquire new high-net-worth clients, deepen relationships, and coordinate with specialists to grow assets while ensuring compliance and timely execution of sales processes.