Upper Spring Consulting Pte. Ltd. is seeking experienced Premier Wealth Managers (Offshore) for a regional bank in Singapore. The role involves acquiring new clients, managing their wealth, and ensuring compliance with banking standards
Job Summary
The role focuses on acquiring new-to-bank customers specifically for the Premier Wealth Offshore segment.
Candidates must provide unbiased advice to grow, manage, and preserve client wealth while meeting financial objectives.
The position requires executing client instructions accurately and timely while maintaining strict compliance standards.
Matching Summary
Match Score: 85
Upper Spring Consulting Pte. Ltd. is seeking experienced Premier Wealth Managers (Offshore) for a regional bank in Singapore. The role involves acquiring new clients, managing their wealth, and ensuring compliance with banking standards.
Skills & Requirements
Must-have
3 years banking experience
Offshore premier client acquisition
Sales and marketing track record
Investment product knowledge
Unit trusts and bancassurance
Nice-to-have
Excellent interpersonal skills
Willingness to travel
High standard of service quality
Key Requirements
Degree holder with minimum 3 years relevant banking experience
Relevant CMFAS certifications required by the bank
Sound knowledge of treasury products and investment services