About the role
AI summarisedThis is a senior wealth management role at a bank, responsible for managing and growing a portfolio of high-net-worth privilege banking clients. The advisor will provide holistic financial solutions including investment advisory, credit, and wealth planning.
BusinessFull-timeGeneral
Key Responsibilities
- Manage and grow a portfolio of Privilege Banking clients by providing holistic financial solutions
- Proactively identify clients' financial needs and offer appropriate wealth management products
- Develop and maintain strong client relationships to drive business growth
- Work closely with product specialists to deliver integrated banking solutions
- Ensure compliance with regulatory requirements and bank policies
- Achieve individual sales targets and contribute to team performance
Requirements
- Degree in Finance, Business, Economics or related discipline
- Minimum 5 years of experience in wealth management or private banking
- Strong knowledge of investment products, credit, and wealth planning
- Proven track record in client acquisition and relationship management
- Excellent communication and interpersonal skills
- Fluent in English and Mandarin to serve Chinese-speaking clients
- Relevant certifications such as CFA or CACS preferred
- Strong understanding of AML and KYC regulations
- Self-motivated with ability to work under pressure