Senior Private Banking Advisor – HNW Relationships

RecruitPlus Consulting Pte Ltd

Singapore

On-site

SGD 600,000 - 1,000,000

Full time

6 days ago
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Job summary

RecruitPlus Consulting Pte Ltd in Singapore seeks an experienced Senior Banker to lead private banking relationships for high‑net‑worth clients, delivering bespoke wealth solutions and superior service across lending, investments and estate planning.

Ideal candidates have 7–10 years in private banking with US$500M+ AUM, a strong sales record, MBA/CFA/CIMA preferred, and a disciplined, compliant approach to client advisory and cross‑sell opportunities.

Qualifications

  • 7–10 years in private banking or wealth management.
  • Proven ability to manage US$500M+ AUM.
  • Bachelor's degree in finance, business, economics.
  • Knowledge of investments, lending, trust/estate planning, and tax.
  • Excellent interpersonal and communication skills.
  • Proven business development and revenue growth.
  • Proficiency in financial analysis and CRM systems.

Responsibilities

  • Manage a portfolio of high-net-worth clients and serve as their primary advisor.
  • Develop tailored financial strategies including lending and investments.
  • Collaborate with investment, trust, and credit teams to deliver integrated solutions.
  • Expand client base through networking and referrals while ensuring compliance.

Skills

Relationship mgmt
Private Banking
CRM systems
Financial analysis
Investment products
Lending solutions
Trust & estate planning
Tax considerations
Business development
Multilingual

Education

Bachelor's degree in finance, business, economics
MBA

Tools

CRM software
Excel

Job description

RecruitPlus Consulting Pte Ltd in Singapore seeks an experienced Senior Banker to lead private banking relationships for high‑net‑worth clients, delivering bespoke wealth solutions and superior service across lending, investments and estate planning.

Ideal candidates have 7–10 years in private banking with US$500M+ AUM, a strong sales record, MBA/CFA/CIMA preferred, and a disciplined, compliant approach to client advisory and cross‑sell opportunities.

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