Our client is seeking a highly motivated and experienced Private Banker to join their team in Singapore. As a valued member of their wealth management division, you will be responsible for providing bespoke financial solutions and investment advice to high-net-worth individuals (HNWIs) and families. Your role will involve building and maintaining long-term relationships with clients through a personalized and professional approach to banking and wealth management.
The ideal candidate will have a comprehensive understanding of private banking products and services, including portfolio management, tax planning, estate planning, investment advisory and credit solutions. A strong network of contacts and a demonstrated track record of asset growth and client acquisition are essential for success in this role.
Key Responsibilities:
- Develop, manage and grow a portfolio of HNWI clients by offering tailored financial solutions.
- Provide expert advice on investment strategy, wealth structuring, and risk management.
- Maintain high levels of client satisfaction by delivering exceptional service and ongoing support.
- Collaborate with internal specialists and cross-functional teams to meet clients’ holistic banking needs.
- Ensure strict compliance with all regulatory and risk management requirements.
- Identify new business opportunities through referrals and market research.
Requirements:
- Bachelor’s degree in Finance, Economics, Business Administration or a related field; a Master’s degree or relevant professional qualifications (e.g., CFA, CFP) are an advantage.
- Minimum 5 years of experience in private banking, wealth management or a related financial advisory role.
- Proven track record in managing HNW clients and achieving revenue targets.
- Strong knowledge of financial products, investment strategies, and regulatory frameworks in Singapore.
- Excellent interpersonal and communication skills, with the ability to build trust and credibility with clients.
- Self-motivated, results-driven and able to operate in a fast-paced environment with a high degree of professionalism.
- Fluency in English is required; additional language skills are advantageous, particularly in regional languages.
This is an exciting opportunity to play an influential role in a dynamic wealth management environment, providing expert financial guidance to elite clients while expanding your professional career.
