Private Banker (High Net Worth)

TL;DR

Private Banker (High Net Worth): Managing a portfolio of high-net-worth clients and providing personalized financial solutions with an accent on investment advisory and wealth planning. Focus on building long-term client relationships, identifying strategic financial opportunities, and collaborating with internal specialists to achieve client goals.

Location: Singapore

Company

hirify.global is Asia’s global private bank, dedicated to enabling individuals and businesses to achieve their aspirations through tailored financial support and services.

What you will do

• Manage and grow a portfolio of high-net-worth clients by providing personalized financial advice.
• Develop and maintain strong, long-term relationships to understand client goals and aspirations.
• Identify and present opportunities for investment, wealth planning, and other financial services.
• Collaborate with internal stakeholders, including investment specialists and wealth planners.
• Monitor market trends and regulatory changes to provide informed financial guidance.

Requirements

• Degree in finance, economics, business, or a related field.
• Minimum 5 years of experience in private banking or wealth management.
• Strong understanding of investment products and wealth planning strategies.
• Excellent communication and interpersonal skills for client relationship management.
• Strong analytical and strategic problem-solving capabilities.

Nice to have

• Professional certifications such as CFA or CFP.

Culture & Benefits

• Competitive base salary and attractive remuneration packages.
• Holistic and flexible benefits suite tailored to individual lifestyles.
• Industry-leading professional development and learning opportunities.
• Supportive team environment within the OCBC Group global network.
• Commitment to equal opportunity and fair employment practices.