Senior Private Banking Advisor for HNW Clients

Ambition; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

Ambition is seeking experienced private bankers to join a global private banking team in Singapore. The role focuses on developing and maintaining client relationships, achieving annual revenue targets, and acting as a trusted advisor to a growing base of High Net Worth clients.

You will be involved in advising on investment products, pursuing new business opportunities, and expanding networks with third parties while ensuring quality service and regulatory compliance.

Qualifications

• 3+ years of private banking sales experience.
• Proven track record in servicing a book of HNW/UHNW clients and acquisition of new relationships
• Strong interpersonal, communication and client interfacing skills
• Well versed in Private Banking Products and good knowledge of legal and regulatory environment
• Sound knowledge of global financial markets and current affairs

Responsibilities

• Develops and maintains client relationships.
• Responsible for achieving annual revenue targets and objectives.
• Trusted advisor who succeeds in maintaining a group of dedicated clients.
• Builds market share; able to enhance client asset size over time.
• Fully competent in advising clients on investment products and services.
• Actively involved in new business development; able to anticipate and capitalize on business opportunities.
• Keeps up to date with products and services; may give input for new product development.
• Starts to build networks with other businesses and 3rd parties.
• Supervises and monitors delegated tasks for quality assurance to meet client servicing needs.

Skills

Interpersonal skills

Communication skills

Client interfacing

Private Banking products knowledge

Regulatory knowledge

Global markets knowledge

Education

Good university degree

CACS Papers I and II

Job description

Ambition is seeking experienced private bankers to join a global private banking team in Singapore. The role focuses on developing and maintaining client relationships, achieving annual revenue targets, and acting as a trusted advisor to a growing base of High Net Worth clients.

You will be involved in advising on investment products, pursuing new business opportunities, and expanding networks with third parties while ensuring quality service and regulatory compliance.