Private Banker

2 days ago


Singapur, Singapore WMRC Private Ltd. Full time

WMRC is a leading executive search firm known for excellence in professional talent sourcing within the financial industry. Since 2008, we have successfully placed highly sought-after professionals, impacting clients and the careers of numerous professionals in Singapore and Hong Kong. We have expertise in high-level searches across Private Banking, Corporate Banking, Investment Banking, Asset Management, and Insurance. Our company also enhances client knowledge through workshops, seminars, and collaborative content with industry experts. Role Description This is a full-time hybrid role for a Private Banker, based in Singapore with some work from home flexibility. The Private Banker will be responsible for managing client relationships, providing financial planning, advising on investments, and overseeing asset allocation. Day-to-day tasks include developing tailored financial solutions, conducting market research, and staying abreast of the latest financial products and regulations. The role requires a high level of client interaction, financial analysis, and strategic planning. Qualifications Expertise in Financial Planning and Private Banking Strong background in Finance and Investments Proficiency in Asset Allocation Excellent communication and interpersonal skills Ability to work independently and in a hybrid work environment Bachelor's degree in Finance, Business, Economics, or related field Relevant certifications such as CFA or CFP are a plus Experience in the financial industry, particularly within high-net-worth client management Job Details Seniority level: Entry level Employment type: Full-time Job function: Finance and Sales Industries: Staffing and Recruiting #J-18808-Ljbffr



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