Connecting...

Job Details

Location
Singapore
Salary
SGD120000 - SGD240000 per annum
Job Type
Permanent
Ref
BH-17709-3
Contact
Zheng Yee Tan
Contact email
Email Zheng
Posted
about 2 years ago
My client is a leading financial institution with a rich history of providing exceptional wealth management services, dedicated to delivering tailored financial solutions that help their clients achieve their unique financial goals.

As a Private Banker, you will be at the forefront of building and maintaining relationships with high-net-worth individuals and families. You will provide comprehensive financial advice and solutions, ensuring your clients' financial success and security.

Key Responsibilities include: 
  • Client Relationship Management: Build and nurture lasting relationships with high-net-worth clients, understanding their financial objectives and tailoring strategies to meet their needs.
  • Financial Planning: Collaborate with clients to create customised financial plans, including wealth preservation, investments, and estate planning.
  • Portfolio Management: Develop and manage investment portfolios, ensuring they align with clients' risk tolerance and long-term financial objectives.
  • Wealth Protection: Offer guidance on risk management, insurance, and other strategies to safeguard clients' wealth.
  • Compliance: Adhere to all regulatory and compliance requirements, ensuring ethical and legal conduct.
Ideal Qualifications:
  • Relevant certifications such as CACS, CMFAS 
  • Proven track record in private banking or wealth management with a substantial portfolio of high-net-worth clients.
  • Strong understanding of financial markets, investment products, and wealth management strategies.
  • Exceptional communication and interpersonal skills.
  • Compliance-oriented with a deep commitment to ethical standards.
  • A strong network within the high-net-worth community is a plus.
If you are a driven, client-focused Private Banker looking to join a respected financial institution, take charge of this opportunity to welcome a new career challenge in 2023.


EA Personnel No. R22104718
EA License: 16S8112