Private Wealth Client Advisor

Job Details

Location Singapore Salary Competitive Salary Job Type Ref BH-24239-16 Contact Contact email Posted about 15 hours ago Our client is an international private bank, and they are expanding their ASEAN and North Asia market team.

Key responsibilities:

Grow the business through proactive acquisition and retention of HNW/ UHNW clients within the North Asia market

Responsible for achieving annual revenue targets and objectives

Build and develop a deep understanding of clients’ investment needs

Ensure accuracy in product documentation including credit facilities

Comply to all guidelines and regulations

Requirements:

Bachelor's degree and possess professional qualifications: CMFAS and CACS

Minimum 5 years of relevant wealth management experience

Strong understanding of financial products and financial instruments

Able to collaborate effectively across departme...