PRIVATE WEALTH CLIENT ADVISOR (MALAYSIA MARKET)

Job Category: Banking & Finance
Job Type: Permanent
Job Location: Singapore

We are representing our client, an established regional bank, to look for Private Wealth Client Advisors (Malaysia Market) to complement the existing teams in Singapore branch.

Responsibilities

  • Prospect new Private Banking clients and secure new relationships, and meet the assigned targets.
  • Grow Net New Money and Asset under Management.
  • Fully understand clients’ needs and provide unbiased advice in managing and growing their wealth.
  • Grow, manage and preserve clients’ wealth through optimisation of the risk, return and liquidity and work to ensure clients’ financial and investment objectives are met.
  • Ensure that all transactions comply with the Bank and regulatory requirements.
  • Conduct business with a high degree of professionalism and integrity.

Requirements

  • Proven track record in Wealth Management covering Malaysia and/or Southeast Asia market.
  • Strong track record of client acquisition and revenue generation.
  • Strong relationship with high networth clients.
  • Sound knowledge of Wealth Management products.
  • Good understanding of compliance and regulatory requirements.
  • Good interpersonal and communication skills.
  • Completed CACS Papers 1 & 2 and all other certifications as required by the bank.

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