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Premier Banking Consultant — Wealth & Digital Solutions
Job summary
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.
Benefits
Qualifications
- Proven track record of managing clients' portfolios.
- Understanding of financial markets and investment products.
- Knowledge of regulatory requirements including compliance.
Responsibilities
- 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.
Skills
Education
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.