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Private Client Advisor

Salary undisclosed

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About the company

We are partnering a prestigious bank in their search for ambitious & driven relationship managers to join their team. This is a good opportunity for individuals keen on the private wealth space.

Roles and Responsibilities

  • Engage and prospect new to bank HNW & UHNW clients.
  • Understand the financial needs of clients and provide them holistic wealth management recommendations & solutions such as leverage products, structured products and investment products to help them protect & grow their wealth.
  • Consistently update clients on the latest market trends and information regarding their portfolio.
  • Regularly engage customers with information relating to the financial products that they have purchased and present new and suitable opportunities to customers
  • Work closely with internal stakeholders (product specialist etc) to curate personalised solutions for clients.
  • Uphold the bank's customer service standards and comply with all compliance and regulation standards.

Skill and Requirements

  • Minimum Degree required
  • Minimum 6 years of wealth management experience
  • Great communication & interpersonal skills
  • Self-motivated and driven individuals with strong sales track record
  • Good understanding of cross border regulations
  • Possess strong knowledge of financial products
  • Good understanding of financial markets & investment instruments

If you’re interested in the above role, click on the ’apply’ function now! Alternatively, you can contact Claudia at [email protected] for a confidential discussion.

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.

EA License No: 11C5502 | EAP Registration No: R2199597