High Net Worth Private Banker

3 days ago


Singapore RANDSTAD PTE. LIMITED Full time
Roles & Responsibilities

about the company

This position is with a top reputable bank and falls under the Offshore North Asia Segment.

about the job


The Offshore Private Banker plays a key role in client relationship management, which involves client acquisition, providing personal wealth advisory, and ongoing servicing of affluent High Net Worth clients.

Advise clients on their personal financial objectives by analysing their financial situation, recommend suitable in-house financial solutions, execute client instructions, address queries regarding their existing banking and financial transactions.

about the manager/team

You will be working alongside a supportive manager and a dynamic and experienced group of wealth & product specialists.

skills and experience required

Minimally 5 years of sales experience in the relevant field is required. You should be a good communicator with strong analytical skills. CMFAS papers required. Preferably prior experience as an Offshore Relationship Manager.


Tell employers what skills you have

Wealth Management
Excellent Communication Skills
Upselling
Relationship Management
Wealth
Private Banking
Transparency
Scratch
Banking
Diplomacy

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