Private Client Relationship Officer

1 week ago


Singapore UPPER SPRING CONSULTING PTE. LTD. Full time

We are seeking a Private Client Relationship Officer to join our team in Singapore. As a key member of our client relationship team, you will be responsible for developing and maintaining strong relationships with high net worth clients.

Responsibilities
  • Pursue new business opportunities and expand the portfolio of high net worth clients.
  • Develop and implement strategies to increase revenue and asset under management.
  • Collaborate with investment advisors to manage client portfolios and generate investment revenue.
  • Deliver exceptional customer service to deepen relationships and increase client loyalty.
  • Ensure all transactions comply with regulatory requirements.
Requirements
  • Proven track record in private banking or wealth management.
  • Strong ability to develop and maintain relationships with high net worth clients.
  • Excellent knowledge of private banking products and services.
  • Strong network of professional contacts and referral channels.
  • Good understanding of compliance and regulatory requirements.
  • CACS Papers 1 & 2 completion is desirable.


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