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Reputable Private Bank. 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
Job Responsibility:
Proactively acquire new HNW clients and expand relationships with existing clients to increase AUM and revenue
Deliver personalized investment solutions, portfolio management, and financial planning tailored to client goals
Act as the primary contact, building long-term trust and delivering high-touch service
Ensure all activities strictly comply with regulatory requirements and internal bank policies
Requirements:
Minimum 5+ years of wealth management or private banking experience
Bachelor's degree in Finance, Banking, or related fields
Often requires mandatory local certifications (e.g., CACS, CMFAS in Singapore)
Strong understanding of investment products, portfolio construction, and financial markets