Senior Private Banking Advisor - Client Wealth Growth

BANK J. SAFRA SARASIN LTD, SINGAPORE BRANCH; Singapore; On-site; SGD 180,000 - 300,000; Full time

Job summary

BANK J. SAFRA SARASIN LTD, SINGAPORE BRANCH is seeking a seasoned private banking professional with a proven track record in acquiring and retaining high-net-worth clients.

You will provide tailored financial advice, manage complex client relationships, and help drive profitability while maintaining strict compliance standards. The role requires strong communication skills, product knowledge, and an entrepreneurial mindset to thrive in a dynamic private banking environment.

Qualifications

• More than 10 years in a private banking environment with a good asset base and proven acquisition and retention ability
• NEC or CACS Paper 1 and Paper 2
• Proven excellent communication skills
• Entrepreneurial attitude
• Good product knowledge
• Ability to work under stress and adapt to change

Responsibilities

• Offer financial advice to the bank's assigned clients after carefully assessing their investment requirements
• Meet the profitability and net new asset targets assigned by the bank while building long-term client relationships
• Manage and build the client relationship including handling the day-to-day service requirements of the assigned clients
• Supervise the execution of client's transactions and ensure minimal errors
• Keep abreast with product, market, research, etc., developments in order to provide better advice to the clients
• Ensure that all compliance requirements with regard to client accounts are properly adhered to
• Prospect for new clients and help the organization to secure new client relationships
• Gather market intelligence on business, clients, markets, etc., in order to best serve the interests of the organisation
• Serve as a brand ambassador for the culture and values of the bank during interaction with clients and in public behavior
• Conduct business with a high degree of professionalism and integrity

Job description

BANK J. SAFRA SARASIN LTD, SINGAPORE BRANCH is seeking a seasoned private banking professional with a proven track record in acquiring and retaining high-net-worth clients.

You will provide tailored financial advice, manage complex client relationships, and help drive profitability while maintaining strict compliance standards. The role requires strong communication skills, product knowledge, and an entrepreneurial mindset to thrive in a dynamic private banking environment.