Private Wealth Client Advisor (Malaysia Market)

UPPER SPRING CONSULTING PTE. LTD.

Singapore, Singapore
Not specified
Proven track record in wealth management
Strong client acquisition and revenue generation
Sound knowledge of wealth management products
UPPER SPRING CONSULTING PTE. LTD. is seeking a Private Wealth Client Advisor focused on the Malaysia market to join an established regional bank's Singapore branch. The ideal candidate will have a strong track record in wealth management, client acquisition, and relationship building with high-net-worth clients

Job Summary

  • The role involves prospecting new Private Banking clients and securing new relationships to meet assigned targets.
  • Candidates must grow Net New Money and Asset under Management while ensuring compliance with bank and regulatory requirements.
  • The position requires a strong understanding of risk, return, and liquidity optimization to preserve and grow client wealth.

Matching Summary

Match Score: 85

UPPER SPRING CONSULTING PTE. LTD. is seeking a Private Wealth Client Advisor focused on the Malaysia market to join an established regional bank's Singapore branch. The ideal candidate will have a strong track record in wealth management, client acquisition, and relationship building with high-net-worth clients.

Skills & Requirements

Must-have

  • Proven track record in Wealth Management
  • Strong client acquisition and revenue generation
  • Sound knowledge of Wealth Management products

Nice-to-have

  • High degree of professionalism and integrity
  • Good interpersonal and communication skills
  • Unbiased advice in managing wealth

Key Requirements

  • Completed CACS Papers 1 & 2
  • Certifications as required by the bank
  • Experience covering Malaysia and/or Southeast Asia market

Work Rights

Not specified

Tailored Resume

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