Private Banking Specialist - Singapore - Recruit Avenue

Relationship Manager · Role purpose · As a Relationship Manager / Client Account Manager, you will own end-to-end client growth- from acquiring new Accredited Investor clients to deepening relationships, growing AUM, and expanding revenue across your portfolio. You will deliver h ...

Bachelor's degree in Finance, Economics, Business, or related field. · 1–2 years of experience in Investment Banking, Corporate Finance, Big 4 Transaction Advisory, or related field. · Strong knowledge of financial modeling and valuation techniques. · Proficiency in MS Excel, Pow ...

The Sales Acquisition Executive focuses on acquiring new customers for UOB's Current Accounts, Savings Accounts, Personal Loans, and New-to-Bank credit cards. The role combines direct sales, tele-consulting, and corporate engagement activities to generate business and enhance cus ...

0–1 years of relevant work experience · Exposure to Operations within Financial Services (Capital Markets / Wealth Management preferred) · Strong ability to learn quickly and adapt to new processes and systems · Good written and verbal communication skills · Strong analytical and ...

Assist RM in day-to-day operational task and customer servicing · Obtain customer documentation to facilitate credit reviews and updates · Collate and analyse customers' information to conduct review and marketing related activities · Adhoc projects · ...

Key Responsibilities: · Sales Acquisition: · Acquire CASA (Current Account & Savings Account), New-to-Bank cards, and Personal Loan sales through corporate roadshows, lunch talks, and tele-consulting. · Maximise sales opportunities for payroll account acquisition via corporate ti ...

· Job Description: · Insurance Specialist · Our client, a leading international private bank, is seeking an Insurance Specialist to join its Wealth Planning team. This role focuses on supporting and expanding the life insurance business in Asia by partnering with Relationship Ma ...

Job Title: Junior Operations Specialist · Location – Onsite in Raffles Singapore · Job Description: · Coforge resources will support back-office functions related to Global Banking & Markets and Asset & Wealth Management. This includes activities such as reference data managemen ...

Job Scope · Oversee end-to-end account opening and account review processes in compliance with AML/KYC standards and regulatory requirements · Review, corroborate, and validate completeness and relevance of KYC information provided by Relationship Managers (RMs) · Perform due dil ...

This telesales specialist will engage customers over the phone to understand their financial needs and recommend appropriate banking solutions. · ...

Now Hiring: Local Bank Wealth Specialist · Launch a high-income career with one of Singapore's top local banks. · Are you motivated, people-focused, and eager to grow? Step into a fulfilling role where your income potential has no ceiling, your professional development is fully s ...

Join Us as a Local Bank Wealth Specialist Build a high-income career with Singapore's leading local bank. · Advise customers on wealth protection, savings and financial planning solutions. · Engage pre-qualified leads and conduct meaningful financial reviews. · ...

We are looking for a Wealth Specialist who is driven, people-oriented, and hungry for growth. The ideal candidate will have unlimited earning potential, fully supported development, and enjoy full employee benefits from Day 1. · Advise customers on wealth protection, savings, and ...

Description · Key Responsibilities  · Deal Origination · Perform fundamental, financial and credit analysis for client funding to tailor product solutions to address clients' capital structure and liquidity objectives · Preparation of high-quality pitch book across capital raisin ...

The role is responsible for all operational matters related to Private Banking. · Handling the settlement of all wealth management products. · Handling of Corporate Actions, position reconciliation and client statements. · Making constructive and practical suggestions to enhance ...

+ Build a high-income career with one of Singapore's leading local banks.+ Why Join UsFirst-dollar commission — earn from your very first sale Your Role Advise clients on wealth protection, savings, and financial planning solutions ...

Oversee end-to-end account opening and account review processes in compliance with AML/KYC standards and regulatory requirements. · ...

· Job Description: · We are seeking an experienced FX Specialist to join our clients Private Banking FX Sales, Advisory, and Execution Desk. · Key Responsibilities · Provide Relationship Managers (RMs) and Investment Consultants (ICs) with FX investment ideas and market insights ...

Business Function · DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalized banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset ...

An exciting opportunity to establish relationships with external stakeholders to increase referrals for mortgage loans. Engage affluent and mass market clients for their mortgage requests and handle the end-to-end implementation of the mortgage loan application process. · ...

The Front Office Onboarding Specialist ensures that all new client accounts comply with Know Your Customer (KYC), Anti-Money Laundering (AML), and other regulatory requirements.We have a team of dedicated investment advisors who identify opportunities in various asset classes. · ...