Responsible for achieving annual revenue targets and objectives.
Trusted advisor who succeeds in maintaining a group of dedicated clients.
Builds market share; able to enhance client asset size over time.
Fully competent in advising clients on investment products and services.
Actively involved in new business development; able to anticipate and capitalize on business opportunities.
Keeps up to date with products and services; may give input for new product development.
Starts to build networks with other businesses and 3rd parties.
Supervises and monitors delegated tasks for quality assurance to meet client servicing needs.
The ideal candidate will possess the following:
Good university degree
Completed professional qualifications: CACS Papers I and II
At least 3 years of private banking sales experience
Proven track record in servicing a book of HNW/UHNW clients and acquisition of new relationships
Strong interpersonal, communication and client interfacing skills
Well versed in Private Banking Products and good knowledge of legal and regulatory environment
Sound knowledge of global financial markets and current affairs
If you believe you fit the requirements for the role, please click APPLY NOW or drop an email to cheryl.poh@ambition.com.sg. Only shortlisted candidates will be notified.