Private Banker

1 day ago


Singapore WATERSTONE CONSULTING PTE. LTD. Full time
Roles & Responsibilities

  • Develop and strengthen client relationships with the Bank in accordance with relevant business goals.
  • Conduct all required Know Your Customer (KYC), AML process, procedures and documentation.
  • Up-sell and provide regular market colours and trend analysis to these customers.
  • Contribute to the bottom-line of Private Banking through the accomplishment of profit and growth targets.
  • Ensure superior customer service and contribute to the overall customer experience of the Bank.
  • Have an oversight on the dealing infrastructure / processes / systems for the investment products, and be responsible for all sales documentations, product agreements, and service evel agreements.
  • Identify changes in regional market practice and regulatory requirements to develop and improve systems, frameworks and tools
  • NOT NECESSARY TO ONBOARD NEW AUM


Requirements

  • University graduate with minimum 3 - 5 years of relationship manager experience.
  • Sound understanding of economics, best market practices and investment products in the wealth management business.
  • Holder of the existing CMFAS certification (e.g. CACS1, CACS2, M1, M5, M6, M6A, M8, M8A, M9, M9A & HI) is a mandatory requirement of this job.
  • Good team player with strong interpersonal and communication skills to work well with all levels of counterparts.
  • Willingness to work under a dynamic environment, multi-tasking skills to handle tight and short assignment and meet project deadlines.


Interested candidates please email resume in MS Word format to recruit@waterstone.com.sg



Please state your last drawn and expected package, relevant skill sets and the position you are applying for.



Resumes collected will be kept in strict confidence and used for recruitment purposes only.


Tell employers what skills you have

Product Knowledge
Wealth Management
Referrals
Investment Advisory
Asset Management
Investment Strategies
banking industry
Due Diligence
Asian Markets
Investments
Wealth
Private Banking
Risk Management
Compliance
Portfolio Management
Networking
Advising Clients
Regulatory Requirements

  • Singapore Deutsche Bank Full time

    About the Role:We are seeking a highly skilled and experienced Senior Private Banker to join our team at Deutsche Bank. As a Senior Private Banker, you will be responsible for providing exceptional client service and expertise to our high net worth clients, while also contributing to the growth and development of our Private Banking business.Key...

  • Associate Banker

    3 weeks ago


    Singapore Citi Full time

    At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them...

  • Private Banker

    1 month ago


    Singapore Taleix Private Limited Full time

    Main Responsibilities Build and nurture strong relationships with Ultra High Net Worth (UHNW) and High Net Worth (HNW) clients, serving as their trusted advisor in banking and investment matters. Achieve annual revenue targets by identifying client needs, recommending appropriate products and services, and executing transactions effectively. Proactively...

  • Senior Private Banker

    1 month ago


    Singapore Talentvis Singapore Pte. Ltd. Full time

      The Opportunity: We are thrilled to assist our client in their search for an exceptional Senior Private Banker. This role is pivotal in managing and growing a high-net-worth client portfolio, delivering bespoke financial solutions, and contributing to the continued success of the firm’s private banking operations.   Key Responsibilities: Manage,...


  • Singapore Deutsche Bank Full time

    About the RoleWe are seeking a highly skilled and experienced International Private Banker to join our team at Deutsche Bank. As a key member of our wealth management team, you will be responsible for developing and maintaining strong relationships with high net worth clients, providing them with tailored financial solutions and exceptional customer...

  • Private Banker

    16 hours ago


    Singapore WATERSTONE CONSULTING PTE. LTD. Full time

    Job SummaryWe are seeking a highly skilled Private Banker to join our team at Waterstone Consulting Pte. Ltd. as a Relationship Manager. The successful candidate will be responsible for developing and strengthening client relationships, conducting Know Your Customer (KYC) and Anti-Money Laundering (AML) processes, and contributing to the bottom-line of...


  • Singapore Citi Full time

    About the RoleCiti is seeking a highly skilled and experienced Senior Associate Banker to join our team in Singapore. As a seasoned professional, you will be responsible for providing exceptional service support to clients, including solving complex inquiries and providing day-to-day support to Bankers.Key ResponsibilitiesProvide complete service support to...


  • Singapore Citi Full time

    Whether you're at the start of your career or looking to discover your next adventure, your story begins here. At Citi , you'll have the opportunity to expand your skills and make a difference at one of the world's most global banks. We're fully committed to supporting your growth and development from the start with extensive on-the-job training and...


  • Singapore Citigroup Full time

    Whether you're at the start of your career or looking to discover your next adventure, your story begins here. At Citi , you'll have the opportunity to expand your skills and make a difference at one of the world's most global banks. We're fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure...


  • Singapore Citi Full time

    Whether you're at the start of your career or looking to discover your next adventure, your story begins here. At Citi , you'll have the opportunity to expand your skills and make a difference at one of the world's most global banks. We're fully committed to supporting your growth and development from the start with extensive on-the-job training and...


  • Singapore GMP TECHNOLOGIES (S) PTE LTD Full time

    Job SummaryWe are seeking a highly skilled and experienced Client Service Representative to join our Private Banking team at GMP Technologies (S) Pte Ltd. As a key member of our team, you will be responsible for providing exceptional service to our high net-worth clients, supporting Private Bankers in daily account maintenance, and ensuring timely and...


  • Singapore GMP TECHNOLOGIES (S) PTE LTD Full time

    Job SummaryWe are seeking a highly skilled and experienced Client Service Representative to join our Private Banking team at GMP Technologies (S) Pte Ltd. As a key member of our team, you will be responsible for providing exceptional service to high net-worth clients, supporting Private Bankers in daily account maintenance, and ensuring timely and consistent...


  • Singapore Deutsche Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Client Service Executive to join our Private Bank team at Deutsche Bank. As a key member of our team, you will be responsible for providing exceptional client service and support to our high net-worth clients.Key ResponsibilitiesSupport Private Bankers in providing excellent service to clients,...


  • Singapore Deutsche Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Client Service Executive to join our Private Banking team at Deutsche Bank. As a key member of our team, you will be responsible for providing exceptional client service and support to our high net-worth clients.Key ResponsibilitiesSupport Private Bankers in providing excellent service to clients,...


  • Singapore Page Executive Full time

    Join a company that takes pride in its strong foundation in emerging marketsLead the team in expanding clients' portfolios across Southeast Asia. About Our Client Our client is a European private bank that has built a strong presence in emerging markets such as Asia, Africa, and the Middle East. Its recent developments have focused on digital transformation...


  • Singapore GMP TECHNOLOGIES (S) PTE LTD Full time

    Roles & ResponsibilitiesResponsibilities: Support Private Banker(s) to provide excellent service to high net-worth clients Understand client requirements and assist Private Bankers in daily maintenance of account relationships To assist with documentation, handling of account opening requests, account closures and other account servicing related requests,...


  • Singapore The GMP Group Full time

    6 Months Contract | Experienced ARM in private bank | Able to start immediately  Responsibilities: Support RMs in all aspects of client service and administrative support. Work closely with private bankers and clients to ensure operational and compliance tasks are completed accurately and timely Ensure proper and timely of the account opening documents and...


  • Singapore Page Executive Full time

    Join a company that takes pride in its strong foundation in emerging marketsLead the team in expanding clients' portfolios across Southeast Asia. About Our Client Our client is a European private bank that has built a strong presence in emerging markets such as Asia, Africa, and the Middle East. Its recent developments have focused on digital transformation...


  • Singapore GMP TECHNOLOGIES (S) PTE LTD Full time

    Roles & Responsibilities6 Months Contract | Private Banking Experience Responsibilities: Support RMs in all aspects of client service and administrative support. Work closely with private bankers and clients to ensure operational and compliance tasks are completed accurately and timely Ensure proper and timely of the account opening documents and...


  • Singapore The GMP Group Full time

    6 Months Contract | Experienced ARM inprivate bank | Able to startimmediately Responsibilities: Support RMs in all aspects of client serviceand administrative support. Work closely withprivate bankers and clients to ensure operational and compliancetasks are completed accurately and timelyEnsure proper and timely of the account opening documentsand...