Senior Private Wealth Advisor - ASEAN & North Asia

BEATHCHAPMAN (PTE. LTD.); Singapore; On-site; SGD 80,000 - 100,000; Full time

Job summary

An international private bank in Singapore is seeking a wealth management professional with at least 5 years of experience in the ASEAN and North Asia markets. The ideal candidate will be responsible for acquiring and retaining high net worth clients while achieving annual revenue targets. A strong understanding of financial products and services, as well as professional qualifications like CMFAS and CACS, are essential. This role requires excellent communication skills and the ability to collaborate effectively across departments.

Qualifications

• Minimum 5 years of relevant wealth management experience in the ASEAN and North Asia segment.
• Strong understanding of financial products and services.
• Able to collaborate effectively across departments.

Responsibilities

• Grow the business through proactive acquisition and retention of HNW/ UHNW clients within the ASEAN and North Asia region.
• Responsible for achieving annual revenue targets and objectives.
• Build and develop a deep understanding of clients’ investment needs.
• Ensure accuracy in product documentation including credit facilities.
• Comply to all guidelines and regulations.

Skills

Product Knowledge

Wealth Management

Excellent Communication Skills

Investment Advisory

Investment Strategies

Asset Allocation

Investments

Relationship Management

Private Banking

Risk Management

Compliance

Portfolio Management

Banking

Regulatory Requirements

Customer Service

Education

Bachelor degree with CMFAS and CACS

Job description

An international private bank in Singapore is seeking a wealth management professional with at least 5 years of experience in the ASEAN and North Asia markets. The ideal candidate will be responsible for acquiring and retaining high net worth clients while achieving annual revenue targets. A strong understanding of financial products and services, as well as professional qualifications like CMFAS and CACS, are essential. This role requires excellent communication skills and the ability to collaborate effectively across departments.