Client Advisor, Private Wealth

Malayan Banking Berhad (Maybank)
$8,000 - $11,000 a month
Singapore
2 days ago

As a Client Advisor in the Private Banking segment, you are responsible for the achievement of financial and non-financial targets (personal and team targets) while ensuring full compliance and minimizing provisions to effectively contribute to the top and bottom line of the business.


Responsibilities

  • Achieve consistent growth in portfolio and revenues
  • Ensuring that all business activities adhere to compliance mandates and policies
  • Induction of new clients to yield revenue and diversify portfolio risk
  • Achievement of team targets in a collaborative manner

Requirements

  • Degree holder, preferably in Banking / Finance / Business
  • Minimum work experience of 7 years in the Banking industry
  • Strong business acumen
  • Good interpersonal skills
  • Organisational awareness and understanding
  • High level of analytical and conceptual thinking

Only shorlisted candidates will be notified

Apply
Other Job Recommendations:

Asset & Wealth Management, Private Wealth Management, Financial Analyst, Singapore

Goldman Sachs
Singapore
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals Our...
1 week ago

Senior Wealth Advisor

Syfe
Singapore
  • Build and grow a personal pipeline of affluent and...
  • Drive new client acquisition and AUM growth by delivering...
2 weeks ago

Relationship Manager - Wealth Management

ProVision Wealth Advisor
Singapore
$7,000 - $10,000 a month
  • Understand clients’ financial needs and recommend suitable...
  • Advise on Protection, Savings, and Investment products...
1 week ago

AVP/VP, Wealth Managment - GC/NA Desk, Regional Private Bank

RevUp Consulting
Singapore
$10,000 - $15,000 a month
  • Join a growing offshore platform focused on Greater...
  • Manage and grow a portfolio of high-net-worth and...
2 weeks ago

Senior Wealth Advisory Lead

Syfe
Singapore
$113,483 - $143,695 a year
Syfe is a digital investment platform with a mission to empower people to grow their wealth for a better future Built on the...
1 week ago

Wealth Manager

WHITE SOCIETY PTE. LTD.
Singapore
$6,000 - $8,000 a month
Provide comprehensive wealth management services to high-net-worth individuals, families, and institutions, helping them achieve...
1 week ago