Private Banking Consultant

9 hours ago


Singapore CHINA MERCHANTS BANK CO LTD Full time

Responsibilities: Customer Relationship Management: Establish and maintain long-term relationships with high-net-worth (HNW) clients, ensuring personalized service. Financial Planning and Consulting: Provide customized financial planning advice based on client needs, including investment and tax planning. Product Recommendation and Sales: Recommend suitable investment products and services to clients, such as stocks, bonds, funds, etc. Market Analysis and Research: Conduct regular market trend analysis to provide clients with the latest investment opportunities and risk assessments. Risk Management: Assist clients in identifying and managing financial risks to ensure the safety and growth of their assets. Compliance Checks: Ensure all operations comply with local laws and regulations and internal bank policies. Team Collaboration and Communication: Work closely with other departments to solve client issues. Continuous Learning and Development: Participate in professional training and seminars to stay updated on the latest developments in the financial markets. Report Compilation: Regularly compile performance reports of client investment portfolios for reference. Customer Service: Organize roadshows at domestic branches and host client events to promote Singapore’s market trends and investment directions. Requirements: Bachelor’s degree or above in finance, economics, or related fields Passed CACS 1 & 2 certifications CFA (Chartered Financial Analyst) or CPA (Certified Public Accountant) certifications will be an added advantage At least 5 years of experience in wealth management or private banking within financial institutions. Prior experience with the Greater China markets will be a bonus. Proficient in English and Mandarin to liaise with internal and external Chinese stakeholders; Proficiency in other languages will be an added advantage to liaise with regional markets. Excellent written and verbal communication skills to effectively communicate with clients and colleagues. Strong organizational and time management skills to efficiently handle multiple tasks.



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