Client Portfolio Management Officer, Private Banking

Our clients are renowned international banks with a rich heritage in private banking, serving a global high net worth clientele. With a legacy of excellence and dedication to superior service, they are esteemed leaders in wealth management.**Main Responsibilities** - Provide strong support to UHNW/HNW clients in executing banking and investment transactions,...

Roles & Responsibilities About the Role: Join a leading financial institution’s Private Banking team as a Relationship Manager. This role is ideal for candidates with Premier Banking experience looking to step into Private Banking. You will manage and grow a portfolio of high-net-worth individuals by providing tailored investment advisory and delivering...

**Department**:Private Banking / Wealth Management**: **Job Summary**: We are seeking a proactive and client-focused Assistant Relationship Manager (ARM) to support Relationship Managers in delivering bespoke wealth management services to High Net-Worth Individuals (HNWIs). The ARM will play a key role in client servicing, trade execution, portfolio...

T- Posted by - Tiffany Chen- Recruiter Join a leading banking institution as the Lead of Private Banking Client Relationships, where you will play a pivotal role in shaping and expanding the exclusive client portfolio. This dynamic position involves leading a team of Relationship Managers, driving the development of premium Private Banking services, and...

Barings seeks a Client Portfolio Manager, focusing on Global Private Finance. Responsibilities will include working closely with both investment and sales teams in several key areas: creating and maintaining marketing materials, product messaging, competitor analysis, and responding to prospective investor inquiries regarding product structure, portfolio...

**About the Role**: **Key Responsibilities**: - Acquire, develop, and maintain relationships with high-net-worth clients and manage their wealth portfolios. - Provide investment product advisory and customized solutions aligned with clients’ financial goals. - Serve as a trusted advisor to clients, enhancing client loyalty and the bank’s reputation. -...

Be among the first 25 applicants HR Professional | HR Business Partnering | Talent Acquisition | Employee Engagement | HR Operations Forging new partnerships by attracting High-Net-Worth clients. Cultivating enduring relationships that transcend transactions. Strategising alongside Investment Counsellors to unlock unparalleled portfolio growth. Reinventing...

DPM Client Portfolio Manager (Vice President) At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive...

Embark on an exciting journey and join our fast-growing Private Bank as a Client Onboarding Analyst. You will be responsible for the onboarding of new clients, providing an excellent client experience whilst also ensuring that Barclays meets its obligations regarding Know Your Customer and other relevant external regulations and internal policies. Some of...

Our client is a global wealth management business seeking an extra headcount within their operations team, in support of private banking in Singapore. This will be a broad role where you will be involved in a range of duties across client services, cash and stock recs, stock transfers, corporate actions, trade execution and cash payments, client onboarding...