Client Advisor , Private Banking

TAISHIN INTERNATIONAL BANK CO., LTD. Singapore Branch

Singapore, SG
Not specified
Acquire new clients and manage aum
Maintain existing client relationships
Global wealth planning expertise
Taishin International Bank is seeking a Client Advisor for its Singapore branch to acquire new clients, manage existing relationships, and ensure compliance with regulations in global wealth planning. The ideal candidate should possess at least eight years of experience in the finance industry, be effectively bilingual in English and Mandarin, and have a strong knowledge of financial products

Job Summary

  • The role focuses on acquiring new clients and managing assets under management while maintaining strong relationships with existing clients.
  • Candidates must provide product and services that satisfy clients' needs in terms of global wealth planning.
  • Effective communication in both English and Mandarin is required to collaborate with colleagues in Hong Kong and Taiwan.

Matching Summary

Match Score: 85

Taishin International Bank is seeking a Client Advisor for its Singapore branch to acquire new clients, manage existing relationships, and ensure compliance with regulations in global wealth planning. The ideal candidate should possess at least eight years of experience in the finance industry, be effectively bilingual in English and Mandarin, and have a strong knowledge of financial products.

Skills & Requirements

Must-have

  • Acquire new clients and manage AUM
  • Maintain existing client relationships
  • Global wealth planning expertise
  • Compliance with local regulations

Nice-to-have

  • CACS or CFA certification preferred
  • Bilingual English and Mandarin skills
  • Cross-border regulatory knowledge

Key Requirements

  • Minimum Bachelor's Degree in Business Administration or Banking
  • Minimum 8 years of experience in finance industry
  • Good knowledge of relevant financial products
  • Effectively bilingual in English and Mandarin

Work Rights

Not specified

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