This job offer is not available in your country.
Private Wealth Client Advisor - UPPER SPRING CONSULTING PTE. LTD.
UPPER SPRING CONSULTING PTE. LTD.D01 Cecil, Marina, People’s Park, Raffles Place, SG20 days ago
Job descriptionProven track record in Wealth Management covering Southeast Asia market or North Asia market. Strong track record of client acquisition and revenue generation. Strong relationship with high networth clients. Sound knowledge of Wealth Management products. Good understanding of compliance and regulatory requirements. Good interpersonal and communication skills. Completed CACS Papers 1 & 2 and all other certifications as required by the bank.
Roles & Responsibilities
We are representing our client, an established regional bank, to look for Private Wealth Client Advisors to complement the existing teams in Singapore branch.
Responsibilities
- Prospect new Private Banking clients and secure new relationships, and meet the assigned targets.
- Grow Net New Money and Asset under Management.
- Fully understand clients' needs and provide unbiased advice in managing and growing their wealth.
- Grow, manage and preserve clients' wealth through optimisation of the risk, return and liquidity and work to ensure clients' financial and investment objectives are met.
- Ensure that all transactions comply with the Bank and regulatory requirements.
- Conduct business with a high degree of professionalism and integrity.
Requirements
Tell employers what skills you have
Product Knowledge
Wealth Management
Investment Advisory
Private Wealth Management
Know Your Client - KYC
Private Banking
Risk Management
Compliance
Portfolio Management
Advising Clients
Regulatory Requirements
Create a job alert for this search
Client Advisor • D01 Cecil, Marina, People’s Park, Raffles Place, SG