Client Advisor, Private Wealth
1 week ago
Competitive compensation package(High Basic + Commission)
As a Client Advisor in the Private Banking segment, you are responsible for the achievement of financial and non-financial targets (personal and team targets) while ensuring full compliance and minimizing provisions to effectively contribute to the top and bottom line of the business.
Responsibilities
- Achieve consistent growth in portfolio and revenues
- Ensuring that all business activities adhere to compliance mandates and policies
- Induction of new clients to yield revenue and diversify portfolio risk
- Achievement of team targets in a collaborative manner
Requirements
- Degree holder, preferably in Banking / Finance / Business
- Minimum work experience of 7 years in the Banking industry
- Strong business acumen
- Good interpersonal skills
- Organisational awareness and understanding
- High level of analytical and conceptual thinking
Interested candidates, please click Apply or send your detailed Resume to:
Jerald@ascendrecruitment.sg or +65 8883 8395
Ascend Recruitment Pte Ltd (EA License No.: 24C2089)
Jerald Tan Jin Jie (Reg. No.: R22108037)
Tell employers what skills you haveWealth Management
Relationship Management Skills
Derivatives
Tolerance
Interpersonal Skills
Tax
Business Acumen
Wealth
Problem Solving
Private Banking
Investment Management
Capital Markets
Written Skills
Banking
Conceptual Thinking
Equities
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