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). Sk...