Team Lead - Private Wealth Management Team Lead - Private Wealth Management …

HL Bank
in Singapore, Singapore, Singapore
Permanent, Full time
Last application, 01 Jun 20
Competitive
HL Bank
in Singapore, Singapore, Singapore
Permanent, Full time
Last application, 01 Jun 20
Competitive
Acquiring and prospecting new high net-worth clients through active sourcing in the assigned markets. You must be able to manage clients portfolio and deepen relationships by providing professional services in the area of financial and wealth management while conforming to required Bank’s compliance and regulatory requirements.

Responsibilities:-

  • Manage and expand the private banking team & business
  • Actively prospect & onboard HNW clients in Asia
  • Provide wealth advisory to meet clients’ requirements & collaborate with stakeholders
  • Ensure activities are carried out in full compliance with the bank & regulatory requirements including KYC activities

Requirements:

  • Degree holder or equivalent
  • 5 to 10 years’ track record in private banking
  • Certification of CACS Paper I & II
  • Relevant CMFAS certification
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