Senior Private Banker – Wealth Growth & Legacy Advisory

CAREER STORY PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A private banking firm in Singapore is seeking a Senior Relationship Manager with CACS certification to manage affluent clients’ wealth. You will be responsible for acquiring new high net worth customers and enhancing relationships with existing ones through personalized investment strategies. Strong interpersonal and communication skills are essential for achieving business targets and delivering excellent customer service. This is a permanent role with opportunities for professional growth.

Qualifications

• CACS certified (CACS I and II) is required.
• Proven experience in wealth management and client advisory.
• Strong interpersonal and communication skills.

Responsibilities

• Achieve business targets through acquisition and relationship management.
• Provide personalized investment strategies for clients.
• Deliver exceptional customer service and advisory.

Skills

Client relationship management

Investment advisory

Business development

Wealth management

Education

CACS certified CACS I and II

Job description

A private banking firm in Singapore is seeking a Senior Relationship Manager with CACS certification to manage affluent clients’ wealth. You will be responsible for acquiring new high net worth customers and enhancing relationships with existing ones through personalized investment strategies. Strong interpersonal and communication skills are essential for achieving business targets and delivering excellent customer service. This is a permanent role with opportunities for professional growth.