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Premier Banking Consultant — Wealth & Digital Solutions
Descripción de la vacante
A leading global bank in Singapore is seeking a Premier Banking Consultant to build and maintain long-term relationships with offshore clients. The role involves collaborating closely with the Wealth Management teams to provide tailored financial solutions and ensuring adherence to regulatory guidelines. The ideal candidate will have strong academic qualifications, CFMAS certification, and fluency in English and Chinese to engage effectively with clients.
Servicios
Formación
- Proven track record of managing clients' portfolios.
- Understanding of financial markets and investment products.
- Knowledge of regulatory requirements including compliance.
Responsabilidades
- Manage and deepen relationships with offshore clients.
- Work with Wealth Management teams to deliver solutions.
- Conduct regular portfolio reviews and KYC updates.
- Educate clients on digital channels for low-value transactions.
Conocimientos
Educación
* El índice de referencia salarialse calcula en base a los salarios que ofrecen los líderes de mercado en los correspondientes sectores. Su función es guiar a los miembros Prémium a la hora de evaluar las distintas ofertas disponibles y de negociar el sueldo. El índice de referencia no es el salario indicado directamente por la empresa en particular, que podría ser muy superior o inferior.