Job Description
Responsibilities:
Acquire, onboard, and grow relationships with HNW/UHNW clients Deliver tailored wealth solutions covering investments, tax, estate, and global realestate Oversee client portfolios with investment, operations, compliance, and product teams Leverage internal and external resources to provide integrated, one-stop solutions Ensure strict compliance with KYC/AML and uphold the highest ethical standards Maintain proactive clientengagement with regular reviews and market updates
Requirements: Minimum 5yrs relevant experience in WM/PB, Proven track record;knowledge of compliance regulatory frameworks; Excellent interpersonal and communication skills; Proven ability to build client relationships and deliver service excellence, strong analytical skills to expand client base and boost sales performance; Proficiency in Mandarin is an asset,SG citizen/PR preferred.
Acquire, onboard, and grow relationships with HNW/UHNW clients Deliver tailored wealth solutions covering investments, tax, estate, and global realestate Oversee client portfolios with investment, operations, compliance, and product teams Leverage internal and external resources to provide integrated, one-stop solutions Ensure strict compliance with KYC/AML and uphold the highest ethical standards Maintain proactive clientengagement with regular reviews and market updates
Requirements: Minimum 5yrs relevant experience in WM/PB, Proven track record;knowledge of compliance regulatory frameworks; Excellent interpersonal and communication skills; Proven ability to build client relationships and deliver service excellence, strong analytical skills to expand client base and boost sales performance; Proficiency in Mandarin is an asset,SG citizen/PR preferred.