The role involves proactively acquiring High Net Worth Individuals, particularly from the Greater China market, to build a robust private banking portfolio
Job Summary
The role involves proactively acquiring High Net Worth Individuals, particularly from the Greater China market, to build a robust private banking portfolio.
Candidates will design customized wealth management solutions including fixed income, equities, and alternative investments while ensuring strict adherence to MAS regulations.
Success in this position requires meeting annual revenue targets and maintaining long-term client relationships through personalized service and strategic advisory.
Matching Summary
Match Score: 85
The role involves proactively acquiring High Net Worth Individuals, particularly from the Greater China market, to build a robust private banking portfolio.
Skills & Requirements
Must-have
Develop and manage HNWI client portfolios
Acquire new clients from Greater China region
Design tailored investment and wealth solutions
Conduct comprehensive financial and investment reviews
Ensure compliance with MAS regulatory standards
Nice-to-have
Strong Mandarin language proficiency
Experience with cross-border wealth structures
Deep cultural fluency with Chinese/Taiwanese clients
Ability to articulate complex financial products
High emotional intelligence for relationship building
Key Requirements
Minimum 5 years experience in private banking or wealth management
Holder of Singapore CACS Module 1 & 2 certification
Bachelor's degree in Finance, Business, or Economics
Solid understanding of MAS AML/CFT and suitability obligations