Wealth Manager

Banking|Finance 2 Years Bachelor's Degree
D01 Boat Quay, Cecil, Marina, People's Park,Havelock Road, Raffles Place, Suntec City

Job Description

You will be responsible for growing the business of the Bank's clients by forging deep and long–term relationships. Your key responsibilities are to fully understand clients' needs and provide unbiased advice in managing and growing their wealth. You will grow, manage and preserve clients' wealth through optimisation of the risk, return and liquidity and work to ensure clients' financial and investment objectives are met.

Job Requirements

  • Degree qualified with 2 to 3 years’ relevant experience and outstanding track record in sales and marketing of financial products.  Experience in handling high net-worth clients (on-shore / off-shore) will be considered for Premier Wealth Manager.
  • CLI/ILP/FNA/HI or CMFAS Module 5,8,9 is a pre-requisite; those with AWP will be considered favourably


Job Role

Banking and Finance

Position Level

Junior Executive

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