Description

• Customer Relationship Management: Establish and maintain long-term relationships with high-net-worth (HNW) clients, ensuring personalized service.
• Financial Planning and Consulting: Provide customized financial planning advice based on client needs, including investment and tax planning.
• Product Recommendation and Sales: Recommend suitable investment products and services to clients, such as stocks, bonds, funds, etc.
• Market Analysis and Research: Conduct regular market trend analysis to provide clients with the latest investment opportunities and risk assessments.
• Risk Management: Assist clients in identifying and managing financial risks to ensure the safety and growth of their assets.
• Compliance Checks: Ensure all operations comply with local laws and regulations and internal bank policies.
• Team Collaboration and Communication: Work closely with other departments to solve client issues.
• Continuous Learning and Development: Participate in professional training and seminars to stay updated on the latest developments in the financial markets.
• Report Compilation: Regularly compile performance reports of client investment portfolios for reference.
• Customer Service: Organize roadshows at domestic branches and host client events to promote Singapore's market trends and investment directions.

• Bachelor's degree or above in finance, economics, or related fields
• Passed CACS 1 & 2 certifications
• CFA (Chartered Financial Analyst) or CPA (Certified Public Accountant) certifications will be an added advantage
• At least 5 years of experience in wealth management or private banking within financial institutions. Prior experience with the Greater China markets will be a bonus.
• Proficient in English and Mandarin to liaise with internal and external Chinese stakeholders;
• Proficiency in other languages will be an added advantage to liaise with regional markets.
• Excellent written and verbal communication skills to effectively communicate with clients and colleagues.
• Strong organizational and time management skills to efficiently handle multiple tasks.