Senior Private Banker — Wealth Growth & Advisory

CAREER STORY PTE. LTD.; Singapore; Presencial; SGD 120 000 - 190 000; Tempo integral

Resumo da oferta

CAREER STORY PTE. LTD. in Singapore is seeking an experienced Relationship Manager (Senior Private Banker) to service affluent clients, grow wealth, and provide holistic financial advice. The role emphasizes a consultative approach, cross-border opportunities, and adherence to regulatory requirements.

You will acquire new high-net-worth clients, deepen existing relationships, and collaborate with product specialists to tailor investment strategies that address income, liquidity, and risk.

Qualificações

• Experience as Private Banking RM with HNW clients.
• Certified CACS Paper 1 and Paper 2.
• Strong proposal development and client onboarding skills.

Responsabilidades

• Acquire new high net worth customers and grow portfolio.
• Develop and strengthen relationships with assigned clients.
• Deliver excellent service through investment products and offerings.
• Cross-border investment opportunities when appropriate.
• Achieve annual business targets in line with compliance.

Conhecimentos

Private Banking RM experience

CACS Paper 1 & Paper 2

Formação académica

CACS I

CACS II

Descrição da oferta de emprego

CAREER STORY PTE. LTD. in Singapore is seeking an experienced Relationship Manager (Senior Private Banker) to service affluent clients, grow wealth, and provide holistic financial advice. The role emphasizes a consultative approach, cross-border opportunities, and adherence to regulatory requirements.

You will acquire new high-net-worth clients, deepen existing relationships, and collaborate with product specialists to tailor investment strategies that address income, liquidity, and risk.