Private Wealth Advisor

2 days ago


Singapore Ethos BeathChapman Full time

Our client, a well-known leading financial institution in the private banking market, is expanding its North Asia market team. Key responsibilities: Grow the business through proactive acquisition and retention of HNW/ UHNW clients within the North Asia market Responsible for achieving annual revenue targets and objectives Build and develop a deep understanding of clients’ investment needs Ensure accuracy in product documentation including credit facilities Comply to all guidelines and regulations Requirements: Bachelor's degree and possess professional qualifications: CMFAS and CACS Minimum 5 years of relevant wealth management experience in the North Asia market Strong understanding of financial products and services Able to collaborate effectively across departments Only shortlisted candidates will be responded to; therefore, if you do not receive a response within 14 days, please accept this as notification that you have not been shortlisted. Reg. No. R BeathChapman Pte Ltd Licence no. 16S8112



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