Consultant Timothy Klimcke (R1221535)
Date posted 12 July 20186 Battery Road Singapore 049909 Robert Walters Singapore
A Private Banker job in Singapore has just been made available at an international wealth management firm. The company is actively looking for an individual who is willing to make the move to a smaller but more flexible boutique firm.
About the Private Banker Role:
Working independently and reporting directly to the Team Lead, you will be in charge of managing and developing your own clients' portfolio.
- Manage clients’ wealth holistically, and ensure their financial needs are handled efficiently, professionally and in a timely manner, in line with the bank's standards
- Develop and maintain a comprehensive understanding of clients’ financial standing, financial goals and risk tolerance to ensure that investment strategies and advice for the clients are appropriately aligned
- Understand and communicate to clients the risk involved with financial and investment strategies
- Proactively ensure that financial strategies for client portfolios are kept current and reviewed regularly
- Establish credibility and trust, maintaining the highest standards of personal and professional integrity at all times
- Set goals and prioritise activities to maximise business growth and client satisfaction
- Work collaboratively with team members and other functions within the business
To succeed in the Private Banker job, you will need to have direct and strong experience in private banking across the region.
- Must possess at least a master's or bachelor's degree in Accounting and Finance or equivalent
- Minimum 10 years' experience in private or priority banking environment is required for this position
- Candidates with working experience in financial institutions (preferably in client relationship and/or client advisory roles) will be given priority
- All CFA and CFP holders are encouraged to apply
- Outstanding presentation and communication skills
The international wealth management company has offices in the Middle East, Europe, Russia, Africa and South East Asia, with an amazing track record and plans to expand its coverage in Singapore. If you are driven, determined and want to take the next step in your career, this is the role for you. Great career progression opportunities await the right person in this exciting Private Banker job.
Apply now for this great opportunity.
Robert Walters (Singapore) Pte Ltd
ROC No.: 199706961E | EA Licence No.: 03C5451
EA Registration No.: R1221535 Tim Klimcke