Product Specialist/ Advisor, Private Banking
2 weeks ago
Job Description: • To provide pricing and execute security orders in the market such as stocks, bonds and structure notes for private banking clients• To manage investment product lifecycle, including generating new ideas, perform due diligence and regular review on product profile.• Research on macro ,sector & company fundamentals and multi asset to analyze the investment trends and provide commentaries, market update and investment strategies to sales team for supporting them on product marketing• Provide product training to sales team• Provide tailor-made investment solutions to sales team• To monitor on boarded product and PB client's outstanding investment position• Establish and review product policies to comply with external and internal regulations.• To ensure works and duties of team in compliance with the relevant regulation• As our team is pivot to complete deals of investment product, communicate and negotiate with internal partners and external counterparties would play quite an important role.• Other ad-hoc duties as assignedRequirements : • • Bachelor's Degree in Banking and Finance/ Business Administration or any relevant discipline• Experience of dealing and with 3~15 years of experience on any of product management, research or advisory role in the financial industry would be preferred• Good knowledge of investment products and strong interest in investment market• CMFAS M1, M6, M6A are required, CACS 1 & 2 and CFA preferred• Fluent in English and good in Mandarin speaking, reading (Traditional Chinese a plus), in order to liaise with overseas Chinese speaking associates.• Good communication, social skills with positive attitude and ability to multi-task
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Senior Client Advisor, Private Bank
3 weeks ago
Singapur, Singapore UOB Full timeOverview Join to apply for the Senior Client Advisor, Private Bank role at UOB . 1 week ago Be among the first 25 applicants Join to apply for the Senior Client Advisor, Private Bank role at UOB 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...
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Insurance Specialist, Private Bank
4 weeks ago
Singapur, Singapore Perennial HR Full timeInsurance Specialist Our client, a leading international private bank, is seeking an Insurance Specialist to join its Wealth Planning team . This role focuses on supporting and expanding the life insurance business in Asia by partnering with Relationship Managers and external brokers to deliver high-net-worth insurance solutions. Key Responsibilities Partner...
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VP, Investment Advisor, Private Bank
4 weeks ago
Singapur, Singapore UOB Full timeOverview Join to apply for the Product and Investment Advisors, Private Bank role at UOB Responsibilities Develop and implement comprehensive business plans aligned with the bank’s vision and mission. Identify new opportunities for growth and expansion within the market. Build and maintain long-term client relationships by providing personalized support...
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VP/ AVP, KYC Specialist
4 weeks ago
Singapur, Singapore DBS Bank Limited Full timeOverview Business Function: DBS Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to...
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Investment Advisor, Private Wealth Management
2 weeks ago
Singapur, Singapore Randstad Singapore Full timeInvestment Advisor, Private Wealth Management – Randstad Singapore Join to apply for the Investment Advisor, Private Wealth Management role at Randstad Singapore . This range is provided by Randstad Singapore. Your actual pay will be based on your skills and experience—talk with your recruiter to learn more. Responsibilities Work with Relationship...
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Singapur, Singapore GREENLANE PRIVATE LTD. Full timeOverview Our client, a leading international bank with a strong regional presence, is seeking an experienced Private Banking Product Manager to join their Wealth Management team in Singapore. This role offers the opportunity to work closely with multiple stakeholders, drive product development, and ensure regulatory compliance while supporting the bank’s...
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Singapur, Singapore DBS Bank Full timeOverview VP / AVP, Front Office Onboarding Specialist, Private Banking, Consumer Banking Group role at DBS Bank . DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalized banking. We have a team of dedicated, experienced investment advisors who identify opportunities in...
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Singapur, Singapore DBS Bank Full timeJoin to apply for the VP/AVP, Front Office Onboarding Specialist, Private Banking, Consumer Banking Group role at DBS Bank . Business Function DBS’ Private Banking offers a one‑stop, full‑service touch‑point for total banking requirements and provides the highest level of personalized banking. We have a team of dedicated, experienced investment...
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Singapur, Singapore DBS Bank Limited Full timeBusiness Function DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalized banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each...
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Senior Wealth Planner
4 weeks ago
Singapur, Singapore Selby Jennings Full timeDirector, Market Specialist - Trust & Private Wealth Management Asia A leading private bank is looking to hire a wealth planner to join their team in Singapore. Responsibilities Serve as technical expert and resource on wealth planning matters for prospects and high-net-worth clients. Work closely with Relationship Managers to acquire new clients and retain,...
