Job Overview As a Client Advisor for Premier Private Client (PPC), you will build meaningful relationships with high‑net‑worth individuals and their families, helping them achieve their financial goals. Your role is to be a trusted advisor, understanding complex financial needs and providing tailored solutions, while growing the client base and meeting profit and growth targets.
Key Responsibilities - Actively acquire and prospect new customers for the Premier Banking – Private Client (Onshore & Offshore) segment (AUM S$1.5million & above).
- Develop and strengthen relationships with the Bank in accordance with relevant business goals.
- Contribute to the bottom line of Premier Private Client through the accomplishment of profit and growth targets.
- Manage relationships with new and existing affluent customers through professional consultative financial analysis.
- Up‑sell, cross‑sell and provide regular market information updates...