Opportunity Description
Job Description
- Manage and grow a portfolio of High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients through holistic wealth management and private banking solutions.
- Acquire new-to-bank clients by developing and executing client acquisition strategies through personal networks, referrals, internal partnerships, and external business channels.
- Drive portfolio penetration and enhance overall client wallet share and relationship depth.
- Provide advisory on portfolio allocation, investment opportunities, wealth preservation, lending and succession planning needs.
- Ensure proper client due diligence, regulatory compliance, and adherence to high standards of risk management and client servicing.
- Existing client book with Assets Under Management (AUM) exceeding SGD 100 million.
- Sufficient relevant experience in wealth management, private banking, or affluent banking. <...
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