Strategic Wealth Manager for Private Banking

16 hours ago


Singapore UPPER SPRING CONSULTING PTE. LTD. Full time
About the Role

We are seeking a highly skilled and experienced Strategic Wealth Manager to join our team at UPPER SPRING CONSULTING PTE. LTD. in Singapore.

Job Description

Key Responsibilities:

  • To prospect and acquire new Private Banking clients, securing new relationships and meeting assigned targets.
  • To grow Net New Money and Asset under Management through effective relationship management and business development.
  • To work closely with Investment Advisors to co-manage client portfolios and generate investment revenue.
  • To deliver exceptional service to clients, deepening relationships by providing value-added wealth management solutions.
  • To ensure all transactions comply with Bank and regulatory requirements.
  • To conduct business with high professionalism and integrity.
Requirements

Essential Skills and Qualifications:

  • A proven track record in Wealth Management, covering Singapore, Southeast Asia, and/or North Asia markets.
  • Strong experience in client acquisition and revenue generation.
  • A strong network of high net worth client relationships.
  • Sound knowledge of Wealth Management products.
  • A strong understanding of compliance and regulatory requirements.
  • Completed CACS Papers 1 & 2.
Compensation and Benefits

The estimated salary for this role is SGD $120,000 - $180,000 per annum, depending on experience. In addition to a competitive salary, we offer a range of benefits including comprehensive health insurance, retirement plan matching, and opportunities for career growth and professional development.



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