Premier private client
1 week ago
As a Client Advisor with Premier Private Client, your roles & responsibilities will include : Actively acquire and prospect new customers for the Premier Banking - Private Client (Onshore) segment (AUM S$1 million & above). Develop and strengthen their relationships with the Bank in accordance with relevant business goals. Contribute to the bottom-line of Premier Private Client through the accomplishment of profit and growth targets. Manage the relationships with new and existing affluent customers through professional consultative financial analysis. Up-sell, cross-sell and provide regular market information updates and trend analysis to these customers. You will also ensure superior customer service and contribute to the overall customer experience of Premier Private Client. Qualifications You should have 5 years or more of wealth management sales experience in the banking and financial services industry, preferably in managing the affluent segment and has proven track record in sales performance. Recognised university degree and accreditation in CACS Paper 1 & Paper 2 and HI. Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance and treasury products. You exhibit strong interpersonal, communication skills and good at tele-consulting. It is essential that you have the initiative, integrity and ability to work independently and as a team. You have the drive to succeed and is focused and disciplined to achieve the sales quota and revenue. *LI-JY #J-18808-Ljbffr
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Premier Private Client
2 months ago
Singapore OCBC Full timeAs a Client Advisor with Premier Private Client, your roles & responsibilities will include : Actively acquire and prospect new customers for the Premier Banking - Private Client (Onshore) segment (AUM S$1 million & above). Develop and strengthen their relationships with the Bank in accordance with relevant business goals. Contribute to the...
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Premier Private Client Leadership Role
4 weeks ago
Singapore OCBC Full timePremier Private Client Desk HeadAs a key member of the Premier Private Client team, you will be responsible for leading a team of Client Advisors to achieve exceptional sales and service excellence. Your primary objective will be to optimize the financial contribution of your team, enabling them to reach their full potential and drive business growth.Key...
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Premier Private Client
1 month ago
Singapore OCBC Full timePremier Private Client (PPC) - Desk Head (Onshore) As a Desk Head with Premier Private Client (PPC), you are expected to Provide coaching, mentorship and motivation of staff to optimize financial contribution to Premier Private Client, enabling them to achieve their full potential in sales and service excellence Contribute to the bottom line of Premier...
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Senior Private Wealth Manager
2 weeks ago
Singapore OCBC Bank Full timeAbout the RoleWe are seeking a highly motivated and experienced professional to join our Premier Private Client team as a Client Advisor. This role will involve actively acquiring and prospecting new customers for the Premier Banking - Private Client (Offshore) segment, developing and strengthening relationships with the Bank, and contributing to the...
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Premier Relationship Manager
3 weeks ago
Singapore OCBC Bank Full timeCustomer Financial Services (CFS)The CFS division serves almost 3 million customers across Singapore, Malaysia, Indonesia, and China. In Malaysia, our customer proposition caters to high net worth, premier, and emerging affluent individuals through our premier private, wealth management, and affluent banking propositions.In CFS, we offer an accelerated...
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Singapore PREMIER ACCESS PLATFORMS PRIVATE LIMITED Full timeJob Summary:We are seeking a highly skilled Multidisciplinary Drafter and Operations Specialist to join our team at PREMIER ACCESS PLATFORMS PRIVATE LIMITED. In this role, you will be responsible for developing comprehensive building maintenance proposals using gondola systems, studying architectural layout plans, and preparing technical drawings and...
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Singapore OCBC Bank Full timeJob Description - Relationship Development Manager, Premier Banking Asia (Offshore) (24000127) Responsibilities Responsible for the acquisition of New-To-Bank (NTB) and New-To-Premier (NTP) customers for Premier Banking Asia and Premier Private Client (Offshore segment). Cross sell the OCBC Premier Banking value proposition to the target client segment....
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Singapore OCBC Full timeJob responsibilities: Responsible for the acquisition of New-To-Bank (NTB) and New-To-Premier (NTP) customers for Premier Banking Asia and Premier Private Client (Offshore segment). Cross sell the OCBC Premier Banking value proposition to the target client segment. Build and independently maintain effective customer acquisition sources. Identify acquisition...
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Associate - Private Clients
3 weeks ago
Singapore HARVEST ADVISORS FINANCIAL HOLDINGS PTE. LTD. Full timeRoles & ResponsibilitiesHarvest Advisors holds a Capital Markets Securities (CMS) licence and is regulated by the Monetary Authority of Singapore.We provide asset management services for institutional investors as well as private wealth management solutions for high-net worth investors in Asia. Our clients include sovereign wealth funds, financial...
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Singapore OCBC Bank Full timeAs a Premier Relationship Manager at OCBC Bank, your role will be to develop and maintain strategic relationships with affluent clients, providing them with tailored financial solutions and exceptional service. Key responsibilities include:Active acquisition and prospecting of new Premier Banking Onshore customersContribute to the bottom-line of Premier...
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Director, private banker
1 week ago
Singapore Page Executive Full timeAbout Our Client Our client is a European Private Bank with a longstanding history of success and track record in the region. As part of their continual expansion plan, they are looking for a Director, Private Banker to manage and serve their existing diverse clients in Taiwan while being proactive in onboarding new ones. Job Description Engage with UHNW...
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Singapore OVERSEA-CHINESE BANKING CORPORATION LIMITED Full timeRoles & ResponsibilitiesResponsibilities: Responsible for the acquisition of New-To-Bank (NTB) and New-To-Premier (NTP) customers for Premier Banking Asia and Premier Private Client (Offshore segment). Cross sell the OCBC Premier Banking value proposition to the target client segment. Build and independently maintain effective customer acquisition...
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Premier Banking Professional
6 days ago
Singapore OCBC Bank Full timeRole OverviewAs a Premier Banking Professional at OCBC Bank, you will be responsible for acquiring, developing, and deepening relationships with high net worth customers in Malaysia. This role offers a rewarding career opportunity that provides a comprehensive and hands-on assignment, as well as exposure to real-world challenges in Consumer Banking & Wealth...
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Policy Servicing Consultant
3 weeks ago
Singapore PRIVATE CLIENT SERVICES BY MERCER PTE. LTD. Full timeRoles & ResponsibilitiesKey Responsibilities: Responsible for conducting annual reviews and policy servicing of existing policies with HNW clients by collaborating with the private bankers to review and analyse exisiting in-force policies. Drive revenue flows by developing strategies to create cross-sell and up-sell opportunities with current book of...
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Senior Premier Relationship Manager
1 month ago
Singapore HSBC Full timeJob DescriptionHSBC is seeking a highly skilled and experienced Senior Premier Relationship Manager to join our team in Singapore. As a key member of our Wealth and Personal Banking team, you will be responsible for delivering exceptional customer service and building strong relationships with our premier clients.Key ResponsibilitiesProvide personalized...
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Premier Insurance Specialist
4 weeks ago
Singapore Ambition Full timeKey Responsibilities:We are seeking a highly skilled Premier Insurance Specialist to join our team at Ambition. As a key member of our Bancassurance team, you will be responsible for providing advisory services on Universal Life and other suitable Premier Bancassurance products.You will work closely with a team of Relationship Managers on joint client...
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Assistant VP
1 month ago
Singapore United Overseas Bank Full timeAssistant VP / Manager, Client Advisor Assistant, Private Bank Posting Date: 3 Oct 2024 Location: Singapore (City Area), Singapore, SG, 048624 Company: United Overseas Bank Ltd About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia...
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Assistant VP
2 weeks ago
Singapore United Overseas Bank Full timeAssistant VP / Manager, Client Advisor Assistant, Private Bank Posting Date: 1 Nov 2024 Location: Singapore (City Area), Singapore, SG, 048624 Company: United Overseas Bank Ltd About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia...
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Client Relationship Manager
2 weeks ago
Singapore Danos Group Full timeKey Responsibilities:Advise frontline on Private Banking's Customer Due Diligence (CDD) policy and procedures and applicable local regulations.Manage client approval end to end for Private Banking files.Evaluate and escalate higher risk relationships and reputation risks arising from CDD to PvB Compliance.Our Ideal CandidateACAMS or ICA Certification...
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Premier Wealth Relationship Manager
4 weeks ago
Singapore HSBC Full timeUnlock Your Potential as a Premier Relationship Manager at HSBCAre you a driven and ambitious professional looking to make a real impact in the financial services industry? Do you have a passion for building strong relationships with clients and delivering exceptional results? If so, we want to hear from you!As a Premier Relationship Manager at HSBC, you...