about the company

Reputable Private Bank

about the job

Key Responsibilities:

• Client Acquisition & Growth: Proactively acquire new HNW clients and expand relationships with existing clients to increase AUM and revenue.
• Wealth Advisory: Deliver personalized investment solutions, portfolio management, and financial planning tailored to client goals.
• Relationship Management: Act as the primary contact, building long-term trust and delivering high-touch service.
• Compliance & Risk: Ensure all activities strictly comply with regulatory requirements and internal bank policies.

about the manager/team

Supported by ARMs,Investment Specialists, Banca Specialists & Product Teams to provide comprehensive service.

skills and experience required

• Experience: Minimum 5+ years of wealth management or private banking experience.
• Education: Bachelor’s degree in Finance, Banking, or related fields.
• Certifications: Often requires mandatory local certifications (e.g., CACS, CMFAS in Singapore).
• Skills: Strong understanding of investment products, portfolio construction, and financial markets.
• AUM Portfolio