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Private Banker

1 month ago

Singapore ADECCO PERSONNEL PTE LTD Full time
Roles & Responsibilities

Our client, a well-known local bank with a strong presence in the region, is looking for an experienced Private Banker to join their team and support business expansion in the North Asia market.

about the job:

  • Serve as the primary advisor ensuring proactive communication and a high level of responsiveness in addressing client needs.
  • Design and implement customized investment strategies and wealth management plans.
  • Provide guidance on a wide range of financial services, including asset allocation, tax optimization, and estate planning.
  • Drive client acquisition efforts, growing the HNW and UHNW client base through networking, referrals, and strategic partnerships.
  • Collaborate closely with internal product and investment teams to deliver holistic solutions and maximize cross-selling opportunities.
  • Conduct regular portfolio reviews and make adjustments as needed to align with the bank's risk framework and ensure continued suitability for clients.

skills and qualifications required:

  • Bachelor’s degree in Finance/Business/Economics or a related field.
  • Minimum 7 years of experience in private banking and/or wealth management.
  • Proven track record of managing and expanding a portfolio of HNW and UHNW clients.
  • Strong knowledge of investment products, financial markets and economic factors.
  • Proficiency in Mandarin is preferred given the client base.

*We regret to inform you that only shortlisted applicants will be notified*

To apply online please use the 'apply' function, alternatively you may contact Reenie at 6697 7943 / reenie.ng@adecco.com for a confidential discussion.

EA: 91C2918 | R2198716


Tell employers what skills you have

Product Knowledge
High Net Worth Individuals
Wealth Management
Referrals
Investment Advisory
Analyzing Market trend
Investment Strategies
Asset Allocation
Tax
Asian Markets
Books
Strategic Thinking
Private Banking
Financial Acumen
Monitoring market trends
Portfolio Management
Networking
Advising Clients
Advocate
Estate Planning