Private Banker

We are seeking an experienced and client-focused Private Banker to join our client's prestigious team in Singapore. As a Private Banker, you will be responsible for managing and developing a portfolio of high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs), providing bespoke financial solutions, wealth planning advice and investment strategies tailored to each client's unique financial objectives.

 

Key Responsibilities:

• Develop and manage a portfolio of HNW and UHNW clients, ensuring excellent relationship management and service delivery.
• Provide personalised investment and wealth planning advice aligned with client goals and risk profile.
• Work closely with internal specialists in areas such as estate planning, tax advisory, and investment management to deliver comprehensive financial solutions.
• Proactively identify new business opportunities, including referrals and prospecting, to grow client base and revenues.
• Ensure all activities comply with regulatory requirements and internal risk policies.
• Stay abreast of market trends, regulatory changes and financial products to provide relevant and timely advice to clients.

Requirements:

• Excellent understanding of financial products, investment strategies, and wealth planning solutions.
• Sound knowledge of compliance, risk management frameworks and regulatory requirements in Singapore.
• Outstanding communication and interpersonal skills with a client-centric approach.
• Strong business development abilities and a results-driven mindset.