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- Permanent role
- CBD
- Competitive package
- Serve as the primary advisor ensuring proactive communication and a high level of responsiveness in addressing client needs.
- Design and implement customized investment strategies and wealth management plans.
- Provide guidance on a wide range of financial services, including asset allocation, tax optimization, and estate planning.
- Drive client acquisition efforts, growing the HNW and UHNW client base through networking, referrals, and strategic partnerships.
- Collaborate closely with internal product and investment teams to deliver holistic solutions and maximize cross-selling opportunities.
- Conduct regular portfolio reviews and make adjustments as needed to align with the bank's risk framework and ensure continued suitability for clients.
- Bachelor's degree in Finance/Business/Economics or a related field.
- Minimum 8 years of experience in private banking and/or wealth management.
- Proven track record of managing and expanding a portfolio of HNW and UHNW clients.
- Strong knowledge of investment products, financial markets and economic factors.
- Proficiency in Mandarin is preferred given the client base.
- Prepare your updated resume (please include your current salary package with a full breakdown such as base, incentives, annual wage supplement, etc.) and the expected package.
- Apply through this application or send your resume to [email protected] in MS Word Copy. We'd love to hear from you!
- We regret that only shortlisted candidates will be notified.
Direct Line: 6697 7943
EA License No: 91C2918
Personnel Registration Number: R2198716