About the company:
Tangspac International is a leading recruitment and HR solutions provider specializing in the financial services industry. With over 25 years of experience, Tangspac International has built a strong reputation for connecting top-tier talent with prestigious organizations. The company is committed to delivering exceptional service and fostering long-term relationships with clients and candidates alike.
We are partnering with an international bank to grow their Private Banking and Wealth Management business across the Greater China, SEA, NRI and International teams in Singapore.
Job responsibilities:
- Develop and maintain strong relationships with High Net Worth (HNW) clients, providing personalized financial solutions tailored to their needs.
- Act as the primary point of contact for clients, ensuring exceptional service and addressing inquiries promptly.
- Identify and acquire new HNW clients through networking, referrals, and strategic business development initiatives.
- Provide expert advice on wealth management products and services, including investment portfolios, insurance, and estate planning.
- Collaborate with internal teams to deliver comprehensive financial solutions and ensure seamless client experiences.
- Monitor client portfolios and provide regular updates on performance, market trends, and investment opportunities.
- Ensure compliance with regulatory requirements and company policies in all client interactions and transactions.
- Prepare and present detailed financial plans and reports to clients, demonstrating a deep understanding of their financial goals.
Job requirements:
- Bachelor’s degree in Finance, Business Administration, or a related field; advanced certifications such as CFA or CFP are preferred.
- Proven experience in private banking, wealth management, or relationship management, with a focus on HNW clients.
- Strong knowledge of financial products, investment strategies, and market trends.
- Excellent interpersonal and communication skills, with the ability to build trust and rapport with clients.
- Demonstrated ability to meet sales targets and drive business growth.
- Exceptional problem-solving and analytical skills, with a client-centric approach.
- Proficiency in financial planning tools and CRM systems.
Job benefits:
- Competitive salary and performance-based bonuses.
- Comprehensive health and wellness benefits, including medical insurance.
- Opportunities for professional development and advanced certifications.
- Access to exclusive networking events and industry conferences.
- Supportive and collaborative work environment with a focus on career growth.
- Flexible work arrangements to promote work-life balance.
- Recognition programs and rewards for outstanding performance.