Senior Private Wealth Relationship Manager

SWISS-ASIA FINANCIAL SERVICES PTE. LTD.; Singapore; On-site; SGD 150,000 - 200,000; Full time

Job summary

A financial services company in Singapore is seeking an experienced financial advisor to provide personalized wealth management solutions to high-net-worth individuals. This role requires a master's degree in finance or equivalent and 8+ years of experience in tier 1 private banks. The ideal candidate will bring considerable assets under management and have fluency in English and Mandarin. Strong knowledge of investment products and financial markets is essential.

Qualifications

• 8+ years of experience in tier 1 private banks in wealth and relationship management.
• Proven ability to bring USD 100 million AUM from own clients.
• Fluency in English and Chinese to engage Mandarin-speaking clients.

Responsibilities

• Build and manage a portfolio of high-net-worth clients independently.
• Provide customized financial advice and wealth planning.
• Achieve portfolio growth and revenue targets.

Skills

Financial and Investment Knowledge

Credit and Lending Expertise

Risk Management

Regulatory Compliance

Education

Master’s degree in Finance, Business, Economics

CFA Certification

Job description

A financial services company in Singapore is seeking an experienced financial advisor to provide personalized wealth management solutions to high-net-worth individuals. This role requires a master's degree in finance or equivalent and 8+ years of experience in tier 1 private banks. The ideal candidate will bring considerable assets under management and have fluency in English and Mandarin. Strong knowledge of investment products and financial markets is essential.