High Net Worth Portfolio Manager
5 days ago
Job Summary:
The ICICI Bank Limited is seeking an experienced Senior Relationship Manager- Private Banking to join our team in Singapore. As a key member of our private banking department, you will be responsible for understanding client requirements across Non Resident Indian (NRI) customer base, ensuring superior service, and providing regular updates on financial markets developments and clients' portfolios.
Key Responsibilities:
- Clients Acquisition & Management
- To acquire high net worth clients and mine existing relationships across NRI customer base.
- To facilitate FCNR/Indian Rupee (INR) deposits as per the applicable product framework as part of overall asset allocation.
- Investment Advisory
- To provide appropriate investment advice to clients based on their needs and risk profile in conjunction with house views on various products and asset classes.
- To conduct financial need mapping of clients to analyze key parameters including risk profile, asset allocation, investment horizon, and liquidity needs.
- Portfolio Construction & Rebalancing
- To construct customized portfolio proposals for clients through allocation of client funds into products across debt, equity, and other asset classes.
- To actively review and re-balance client's AUM through timely buy/sell/hold calls triggered by clients' preferred or recommended allocation.
- Relationship Management & Compliance
- Responsible for striving towards AUM Growth & Revenue generation from relationships with ICICI Bank Private Banking - Singapore.
- Responsible for ensuring regulatory compliance as laid down by relevant teams/authorities at all times.
Requirements:
- Candidate should have 5+ years of relevant banking experience.
- Customer Relationship Management skills.
- Knowledge of Financial Markets & Products (e.g., Bonds, Equities, FX, etc.).
- Knowledge and understanding of Indian banking landscape, India market, and macro-environment.
Estimated Salary:
SGD 120,000 - SGD 180,000 per annum
-
High Net Worth Portfolio Manager
4 days ago
Singapore ABUNDANT LIFE PLANNERS PTE LTD Full timeAt Abundant Life Planners PTE LTD, we are seeking a highly skilled High Net Worth Portfolio Manager to join our team.About the RoleThis is an exceptional opportunity for a seasoned wealth management professional to lead high net worth clients through bespoke financial planning and investment solutions.Wealth Management: Provide tailored wealth management...
-
High Net Worth Portfolio Manager
4 days ago
Singapore BDO UNIBANK, INC. (SINGAPORE BRANCH) Full timeJob OverviewWe are seeking a skilled High Net Worth Portfolio Manager to join our team at BDO UNIBANK, INC. (SINGAPORE BRANCH).In this role, you will be responsible for managing the wealth of high net worth individuals and providing them with personalized investment strategies.Key Responsibilities:Develop and implement customized investment plans for high...
-
Senior Portfolio Manager
3 weeks ago
Singapore DBS Bank Full timeAbout DBS BankAs a leading bank in Asia, DBS Consumer Banking Group is uniquely positioned to help our customers achieve their goals and ambitions. With a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards, and personal loans, we provide financial solutions tailored to each customer's needs.A...
-
High Net Worth Wealth Manager
6 days ago
Singapore PT BANK MANDIRI (PERSERO) TBK Full timeWe are seeking a seasoned High Net Worth Wealth Manager to join our team at PT BANK MANDIRI (PERSERO) TBK. This is an exciting opportunity for a professional with extensive experience in wealth management, private banking, and financial services.About the RoleThe successful candidate will be responsible for managing and growing a portfolio of high-net-worth...
-
Singapore SEEDROCK ASIA PTE. LTD. Full timeJob Title: High-Net-Worth Client Portfolio Manager with Corporate Secretary ExpertiseCompany OverviewEstablished in 2018 as a family office and external asset manager, SEEDROCK ASIA PTE. LTD. has rapidly grown into a prominent player in Singapore's financial landscape.In 2020, we achieved a significant milestone, attaining over US$250M AUM. Since then, our...
-
High Net Worth Relationship Manager
2 weeks ago
Singapore Ateca Consulting Full timeA prestigious Swiss private bank is seeking seasoned Private Bankers to lead high net worth client relationships in Asia.">About the Opportunity We are looking for experienced Private Bankers with a proven track record of managing high net worth individual investors. With a global network spanning 27 countries, including Switzerland, Singapore, the UK, and...
-
High Net Worth Relationship Manager
3 weeks ago
Singapore Ateca Consulting Full timeSenior Private Banker Job OpportunityAteca Consulting is seeking an experienced Senior Private Banker to join our team in Singapore. This role presents a unique opportunity for individuals to advance their careers with a forward-thinking institution that rewards success.About the RoleWe are looking for a seasoned Private Banker/Relationship Manager with a...
-
High Net Worth Portfolio Strategist
1 week ago
Singapore Bank of Singapore Full timeCompany OverviewBank of Singapore is a leading financial institution that promotes a culture of openness, teamwork, and fairness. We invest in our people through various programs that develop their professional and personal skills.SalaryWe offer attractive remuneration packages to our employees. Based on industry standards and the role's requirements, we...
-
High Net Worth Investment Strategist
3 weeks ago
Singapore DBS Bank Limited Full timeTransformative Wealth Management OpportunitiesAs a distinguished SVP, Investment Counsellor, Private Banking, Consumer Banking Group at DBS Bank Limited, you will be part of a dynamic team that empowers high net worth clients to achieve their financial aspirations.Salary: Competitive salary and benefits package commensurate with experience and...
-
High Net Worth Portfolio Manager
2 days ago
Singapore HAVENWEALTH Full timeHavenwealthCompany Overview:Havenwealth is a leading financial services provider dedicated to helping individuals achieve their wealth accumulation and protection goals.Compensation:The estimated annual salary for this role is $80,000 - $120,000, depending on experience and performance.Job Description:We are seeking a motivated Financial Service Consultant...
-
APAC High Net Worth Portfolio Manager
3 weeks ago
Singapore CHUBB Full timeAbout the RoleThe APAC High Net Worth Portfolio Manager - Strategic Growth Leader will play a pivotal role in driving the growth and profitability of our high net worth portfolio across the Asia Pacific region.Job Description:This is a key position that requires a seasoned professional with expertise in portfolio management, product development, and...
-
High Net Worth Financial Advisor
3 weeks ago
Singapore AIA Full timeAbout AIAAIA is a leading life insurance company that aims to create a healthier, more sustainable future for everyone.Job SummaryWe are seeking a highly motivated and experienced High Net Worth Financial Advisor to join our team. As a key member of our business development team, you will be responsible for managing a portfolio of high net worth clients,...
-
High Net Worth Relationship Manager
6 days ago
Singapore CHINA CITIC BANK INTERNATIONAL LIMITED SINGAPORE BRANCH Full timeJob OverviewWe are seeking a seasoned Private Banking Relationship Manager to join our team at China CITIC Bank International Limited Singapore Branch.About the RoleThis is an exceptional opportunity for a highly motivated and experienced professional to leverage their expertise in wealth management, relationship building, and business development to drive...
-
Investment Manager for High Net Worth Clients
1 month ago
Singapore DBS Bank Full timeRole SummaryAs a senior investment counselor in the wealth segment, we seek an experienced professional to provide high-quality investment services to high net worth clients. The successful candidate will have a strong understanding of financial and investment markets, with a solid analytical mind and ability to develop appropriate investment strategies.Key...
-
High Net Worth Relationship Managers
1 week ago
Singapore RANDSTAD PTE. LIMITED Full timeJob OverviewWe are seeking a seasoned professional to join our team as a High Net Worth Relationship Manager. This is an excellent opportunity for someone looking to make a meaningful impact in the wealth management industry.Key ResponsibilitiesThe successful candidate will be responsible for cultivating relationships with high net worth clients,...
-
High Net Worth Private Banker
6 days ago
Singapore UPPER SPRING CONSULTING PTE. LTD. Full timeOverviewThe Upper Spring Consulting PTE. LTD. is seeking a seasoned High Net Worth Private Banker to join their team in Singapore.Job DescriptionWe are looking for a highly skilled and experienced Private Banker to prospect new clients, secure new relationships, and meet assigned targets. Key responsibilities include growing Net New Money and Asset under...
-
High Net Worth Client Relationship Manager
4 weeks ago
Singapore eFinancialCareers Full timeWe are seeking a skilled High Net Worth Client Relationship Manager to join our team at eFinancialCareers. This is an exciting opportunity for a motivated individual to work with high net worth clients and investors, providing exceptional service and support.Job DescriptionThe successful candidate will be responsible for:Supporting Client Advisers to deliver...
-
High Net Worth Relationship Strategist
2 days ago
Singapore PEOPLE PROFILERS PTE. LTD. Full timeJob OverviewWe are seeking an experienced High Net Worth Relationship Strategist to join our team at PEOPLE PROFILERS PTE. LTD.About the RoleThe successful candidate will be responsible for building and maintaining relationships with high net worth clients, identifying opportunities to grow our business and delivering exceptional client service.This is a...
-
Singapore STANDARD CHARTERED BANK (SINGAPORE) LIMITED Full timeAt Standard Chartered Bank (Singapore) Limited, we are committed to driving commerce and prosperity through our unique diversity. As a Strategic Relationship Director for High Net Worth Clients, you will play a key role in delivering profitable growth by acquiring, developing, and servicing long-term relationships with high net worth clients.About the RoleWe...
-
High Net Worth Relationship Manager
1 week ago
Singapore TALENTVIS SINGAPORE PTE. LTD. Full timeWe are seeking an experienced Relationship Manager to deepen relationships with high-net-worth clients, particularly in the Greater China market. This role is a key part of our team at Talentvis Singapore Pte Ltd, where we offer comprehensive wealth solutions for high-net-worth individuals.Key Responsibilities:Client Acquisition & Relationship Building:...