Private Wealth Client Advisor

Reference: BH-24239

Our client, a well-known leading financial institution in the private banking market, is expanding its North Asia market team.

Key responsibilities:

Grow the business through proactive acquisition and retention of HNW/ UHNW clients within the North Asia market
Responsible for achieving annual revenue targets and objectives
Build and develop a deep understanding of clients’ investment needs
Ensure accuracy in product documentation including credit facilities
Comply to all guidelines and regulations

Requirements:

Bachelor's degree and possess professional qualifications: CMFAS and CACS
Minimum 5 years of relevant wealth management experience in the North Asia market
Strong understanding of financial products and services
Able to collaborate effectively across departments

Only shortlisted candidates will be responded to; therefore, if you do not receive a response within 14 days, please accept this as notification that you have not been shortlisted.

Reg. No. R2199597
BeathChapman Pte Ltd
Licence no. 16S8112

Ethos BeathChapman is a global group of executive recruitment experts in Asia, Australia and EMEA, with a network beyond. We connect the world's exceptional companies to exceptional people.

Connect with us at www.ethosbc.com

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