Private Wealth Manager

1 week ago

Singapore beBeePrivateWealthManager Full time
Private Wealth Manager

The role of a Private Wealth Manager is centered around providing high-end financial advisory services to affluent clients. This client-facing position involves working closely with various teams and stakeholders to manage client portfolios, sales performance, and other key business metrics.

Key Responsibilities:

  • Achieve sales targets and objectives
  • Provide banking products and services to high net worth individuals across Asia, in collaboration with local RM teams
  • Carry out operational tasks related to sales activities, including onboarding, KYC checks, and account management, with support from Assistant Relationship Managers
  • Work closely with team members and external partners to deliver seamless banking transactions
  • Liaise with Japanese clients and counterparts at the head office

Requirements:

  • Degree in Finance, Accounting, Economics, or related fields
  • Proficiency in Japanese language, preferably for presentations and communication with clients
  • Minimum 3 years of experience in private banking, with strong understanding of banking and investment products
  • Excellent analytical and problem-solving skills, with ability to work accurately and efficiently
  • Strong team player with initiative, able to tackle complex issues and establish a loyal client base

Benefits:

  • Ongoing training and development opportunities
  • Competitive remuneration package
  • Career growth and advancement opportunities

About the Role:

This is an exciting opportunity for a motivated and experienced professional to join our team as a Private Wealth Manager. If you are passionate about delivering exceptional client service and driving business results, we encourage you to apply.

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