Shape the future of wealth management by guiding high net worth individuals and families toward their financial goals. In this role, you’ll manage a dedicated portfolio, offering customized solutions that align with clients’ evolving needs and aspirations.
What You’ll Do
- Deliver tailored financial advice and solutions to affluent clients, ensuring long-term satisfaction and trust
- Conduct regular portfolio reviews and share timely market insights to support informed decision-making
- Identify new business opportunities through proactive outreach and relationship-building
- Partner with internal specialists to provide seamless, integrated services across banking, investments, and wealth planning
- Strengthen client engagement by understanding personal goals and delivering value-added support
What We’re Looking For
- A bachelor’s degree in finance, business, or a related field
- Minimum of five years in private banking, wealth management, or a similar client-facing financial role
- Deep familiarity with investment products, financial planning, and market dynamics
- Proven ability to build rapport with high net worth clients and deliver consultative service
- Strong interpersonal and communication skills, with a focus on trust and professionalism
- Track record in business development and client acquisition
What We Offer
- Competitive base salary with performance-aligned rewards
- Flexible benefits designed to support diverse lifestyles
- Commitment to personal wellbeing, career growth, and long-term development
- Access to industry-leading learning programs and professional advancement
- Inclusive culture rooted in fairness, capability, and alignment with organizational values
- A collaborative environment that values insight, integrity, and innovation
Our Culture
We are building a future-ready organization focused on sustainable growth, community impact, and empowering individuals. Through technology and creative thinking, we aim to be a leading financial partner in Asia. Our teams are supportive, learning-oriented, and dedicated to understanding clients on a deeper level. We value transformation, inclusivity, and careers that evolve with the world around us.
Equal Opportunity
Selection is based on ability, experience, and cultural alignment. We are committed to fair employment practices and fostering a diverse, inclusive workplace where everyone can thrive.
