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Private Banking Specialist

1 week ago

Singapore Fargo Wealth Group Full time

Fargo Wealth Group seeks a highly skilled Relationship Manager to lead the management and growth of a portfolio of high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) across the Asia market.

The successful candidate will have a deep understanding of the diverse markets across Asia, cultural nuances, and a robust network within the region.


Key Areas of Responsibility:
  • Client Engagement:
    • Develop and maintain strong relationships with HNW and UHNW clients across the Asia market.
    • Provide expert financial and investment advice to clients.
  • Business Development:
    • Identify and pursue new business opportunities in the Asia market.
    • Work closely with internal teams to develop and implement strategies for client acquisition and retention.
  • Compliance and Risk:
    • E nsure adherence to regulatory requirements and the bank's internal policies when interacting with clients.
    • Manage the risk profile of clients' portfolios, adhering to risk management guidelines.

Required Skills and Experience:

Bachelor's degree in Finance, Economics, Business, or a related field.

Minimum of 5-7 years of experience in private banking, wealth management, or a related field with a focus on the Asia market.

Strong knowledge of the financial services industry, investment products, and market dynamics in Asia.