505 Private Banking jobs in Singapore

Company Description
First Abu Dhabi Bank is an inclusive environment where each person values the experiences, perspectives, ideas and beliefs of others. We’re in a unique position to learn from all our colleagues, combining international experience with deep cultural knowledge and local expertise. At FAB, you’ll have the support of your team and a strong relationship with your line manager, who will trust you with responsibility and recognize your good performance. As we embrace different ways of seeing the world, listening to each other and respecting different viewpoints, we grow stronger – together.
Job Description
Key Accountabilities:
Serve as single point of contact (SPOC) in Singapore for FAB Network RMs
Be the resident expert for Singapore booking Centre – regulations, processes
On-board new family office clients in APAC, GCC, NRIs, and service existing relationships
Assist to increase penetration of Investment, Insurance, Treasury and lending products within client portfolios
Contribute to increase in overall AUM of PB business
Generate fee, forex and interest income
Ensure compliance to KYC/AML policies (as prescribed)
Ensure adherence to bank’s policies for client management and sales of PB products
Ensure overall compliance to regulations and qualification criteria from MAS
Job Context:
MAS-Individual Accountability & Conduct
Designated as “Material Risk Personnel - MRP” as per MAS-Individual Accountability and Conduct Guidelines
Adhering to the Fit and Proper requirements of the bank
Confirm and attest to the Job Description and Balance Scorecard (if applicable) on a periodic basis
Ensure completion of MRP assessment with Senior Manager
Adhere to the Bank's Code of Conduct
Functions within the framework and boundaries of Group policies as well as overall organisational and governance frameworks.
Qualifications
Knowledge & Experience:
Post Graduate degree in Management / Commerce/Finance/Economics or equivalent qualification from a recognised university
Minimum 15 years of hands-on experience in relationship handling
Strong sales, negotiation and client servicing skills
Currently performing a similar role in Asia region
Passed Client Advisory and Competency Standards Assessment (CACS papers I & II)
Meets MAS qualification criteria for Financial Advisors
Display high level of integrity to customers and the Bank
#J-18808-Ljbffr

Our client, a well-regarded Asian Private Bank is looking for an experienced Investment Counselor to join their team.
Key Responsibilities: -
Establish and maintain long-term relationships with high-net-worth (HNW) clients, ensuring personalized service.
Provide customized financial planning advice based on client needs, including investment and tax planning.
Recommend suitable investment products and services to clients, such as stocks, bonds, funds, etc.
Conduct regular market trend analysis to provide clients with the latest investment opportunities and risk assessments.
Assist clients in identifying and managing financial risks to ensure the safety and growth of their assets.
Regularly compile performance reports of client investment portfolios for reference
Organize roadshows and host client events to promote Singapore's market trends and investment directions.
The ideal candidate will possess the following:
Min 5 years of experience in wealth management or private banking
Strong understanding of the Greater China market is highly advantageous
CACS 1 & 2 certifications required
CFA/CPA preferred
Fluent in English and Mandarin to liaise with internal and external Chinese-speaking stakeholders and clients
Excellent communication and client advisory skills
If you believe you fit the requirements for the role, please click APPLY NOW or drop an email to Only shortlisted candidates will be notified.
Data provided is for recruitment purposes only Business Registration Number: D. License Number: 10C5117 EA Personal Registration Number: R .
#J-18808-Ljbffr

Overview
Are you a seasoned risk manager and can provide challenge to senior management in their risk decisions? Do you enjoy working in teams and contribute to the sustainable risk management of the business? Then we are looking for someone like you!
Business management, administration and support with a focus on risk management, compliance, and governance within Global Wealth Management.
Job details
Job type: Full-time
Location
Full job description: Business management, administration and support
Your role
You will:
Are you a seasoned risk manager and can provide challenge to senior management in their risk decisions? Do you enjoy working in teams and contribute to the sustainable risk management of the business?
as part of first line of defense and an independent trusted risk partner, assess operational risk issues and clearly articulate the risks to the business to help them in their decision making
provide advice and support in the location to the business and functions pertaining to the framework, process and controls, to drive a simple, client-focused solution
organize and manage a multitude of topics (incl. various projects, remediation plans under operational risk issues) and ensure meeting of deadlines and commitments made
Present key updates to management including risks, issues & dependencies in appropriate forums and provide guidance on mitigation
identify upcoming risks and pro-actively address them
be a role model to your team of risk managers
help drive a positive risk culture throughout the organization including driving and delivering selected trainings
Your team
As a Business Risk Partner (BRP), you will be part of the Global Wealth Management (GWM) South East Asia Business Risk Organization based in Singapore, assigned to cover Market Team Heads and Business Sector Heads across markets.
Your expertise
completed higher education with at least 8 years of experience in the financial industry
experience in risk management, compliance, operational risk or internal audit
comprehensive understanding of wealth management business and the regulatory requirements in Hong Kong and/or Singapore
strong collaboration skills and worked in teams previously
strong communication, written and presentation skills
proven analytical skills and commercial judgement that helps articulate rational solutions
strong excel and power point skills
About us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. We have a presence in all major financial centers in more than 50 countries.
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
UBS Business Solutions SA
UBS Recruiting
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
#J-18808-Ljbffr

Join a leading player in the financial services sector, renowned for its commitment to excellence and client-centric approach. This organization values innovation and professionalism, making it an excellent place for individuals seeking to advance their careers in wealth management.

• Establish and nurture long-term relationships with clients, delivering tailored services.
• Provide personalized financial planning advice, including investment and tax strategies.
• Recommend appropriate investment products such as stocks, bonds, and mutual funds.
• Conduct market analysis to inform clients about the latest investment opportunities and risk management.
• Assist clients in identifying financial risks while ensuring asset safety and growth.
• Ensure compliance with relevant local laws, regulations, and internal policies.
• Collaborate effectively with cross-functional teams to address client concerns.
• Engage in ongoing professional development through training and seminars to stay abreast of financial market trends.
• Compile and present comprehensive performance reports on client investment portfolios for transparency.
• Organize client events and domestic branch roadshows to discuss market trends and investment directions.

• Bachelor’s degree in finance, economics, or related disciplines.
• Professional certifications such as CFA (Chartered Financial Analyst) or CPA (Certified Public Accountant).
• Minimum of 5 years of experience in wealth management or private banking within financial institutions.
• Strong communication skills to effectively interact with clients and colleagues.
• Excellent organizational and time management skills to manage multiple responsibilities effectively.
• Successful completion of CACS 1 & 2 exams is required.
• Experience in serving clients from diverse backgrounds is a plus.

Interested candidates who wish to apply for the advertised position, please click on “Apply”. We regret that only shortlisted candidates will be notified.

EA License No.: 01C4394 (PERSOLKELLY Singapore PTE LTD)

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at . You acknowledge that you have read, understood, and agree with the Privacy Policy.

Role Summary

A strategic role responsible for managing and developing private banking products, ensuring regulatory compliance, and supporting business growth through innovative financial solutions.

Key Responsibilities

• Coordinate cross-departmental collaboration for new product launches

• Ensure strict regulatory adherence and compliance

• Prepare comprehensive documentation for product development

• Engage in partner due diligence and collaboration

• Support relationship management and client instructions

• Maintain and update product documentation and processes

Required Qualifications

• Bachelor's degree or higher

• Relevant MAS (Monetary Authority of Singapore) CACS qualifications

• Minimum 5 years of product experience in investment, lending, or wealth planning

• Strong knowledge of system development and operations

• Extensive Anti-Money Laundering and compliance awareness

Skills & Competencies

• Self-motivated with rapid learning capacity

• Excellent team player

• Strong planning and organizational skills

• Effective communication and negotiation abilities

• Meticulous and capable of multitasking

Division: Personal, Wealth & Business Banking
Company Description
First Abu Dhabi Bank is an inclusive environment where each person values the experiences, perspectives, ideas and beliefs of others. We’re in a unique position to learn from all our colleagues, combining international experience with deep cultural knowledge and local expertise. At FAB, you’ll have the support of your team and a strong relationship with your line manager, who will trust you with responsibility and recognize your good performance. As we embrace different ways of seeing the world, listening to each other and respecting different viewpoints, we grow stronger – together.
Job Description
Key Accountabilities:
Assumes responsibility of Private Banking P&L in Singapore and ensures effective cross-selling of the bank's products and services.
Operational:
Participates in marketing activities for high net worth and corporate relationships.
Manages the implementation of credit process within his authority limits to high net-worth individuals in order to build a sound credit portfolio.
Oversee sales and distribution efforts including sales force/ channels management and participating in client calls with coverage and product teams where required.
Support on product development efforts and oversee successful implementation of new products and services tailored for Private Banking clients.
Supervises Private Banking RMs in the growth, acquisition, and retention of high net worth clients.
Participates in selected community activities and organizations to enhance the institution's prestige with customers and generate new business.
Keeps abreast of any legal developments that may impact the Private Banking business.
Distributes information throughout the bank as and when required for effective communication.
Administrative Management:
Support on development of Private Banking policies and procedures.
Ensures compliance with applicable regulations and guidelines and internal policies and processes.
Work cross-functionally with other departments to cross-sell, up-sell and create synergies.
Drive and achieve revenue targets for the department.
Lead team of relationship managers and/ or advisors to win new businesses and drive penetration of new advisory services into existing client base.
Continuously monitor, examine and develop profitability of client portfolio and identify new areas for development.
Coordinates with other units (e.g. support services) to ensure availability of required support infrastructure (e.g. operations).
People:
Support development of a strong team through effective training, coaching and mentoring and groom potential successors for all positions.
Monitors performance and appraises direct reports against assigned targets.
Assists direct reports in reaching stated sales levels by conducting regular and frequent joint calls and by coaching/guiding RMs to achieve targets.
Continuously improves staff satisfaction and minimizes turnover.
Risk:
Ensures adherence to FAB’s procedures and policies.
Ensures that any material regulatory breaches are escalated to the appropriate Risk teams.
Reviews any Operational Losses and works with the appropriate Risk teams to ensure corrective action is completed.
Customer Growth:
On-board new HNW, EAMs, family office clients in APAC, GCC, NRIs, and service existing relationships
Bring own book of clients and AUM in addition to existing clients in FAB Singapore.
Manage growth in own book of clients, AUM and revenues
Assist to increase penetration of Investment, Insurance, Treasury and lending products within client portfolios
Contribute to increase in overall AUM of PB business
Generate fee, forex and interest income
Ensure compliance to KYC/AML policies (as prescribed)
Ensure adherence to bank’s policies for client management and sales of PB products
Ensure overall compliance to regulations and qualification criteria from MAS
Job Context:
MAS-Individual Accountability & Conduct
Designated as “Material Risk Personnel - MRP” as per MAS-Individual Accountability and Conduct Guidelines
Adhering to the Fit and Proper requirements of the bank
Confirm and attest to the Job Description and Balance Scorecard (if applicable) on a periodic basis
Degree of accountability: Determination whether and to what extent you may be accountable for misconduct committed by employees under your purview, factors such as your consent or level of knowledge of or participation in the misconduct, or whether you could reasonably be expected to have been aware or to have taken adequate steps to address the issue, shall be taken into consideration. The bank shall conduct the necessary investigations and, depending on the facts and circumstances of the case, take the appropriate action, including referring the case to MAS or other relevant authorities where necessary.
Responsible for the timely completion and approval of MRP assessments of self and employees under purview
Adhere to the Bank's Code of Conduct
#LI-MM2
Qualifications
Knowledge & Experience:
Post Graduate degree in Management / Commerce/Finance/Economics or equivalent qualification from a recognised university
Minimum 15 years of hands-on experience in relationship handling
Strong sales, negotiation and client servicing skills
Performance in a similar role in UAE / Asia region
Should Pass / Passed Client Advisory and Competency Standards Assessment (CACS papers I & II)
Meets MAS qualification criteria for Financial Advisors
Display high level of integrity to customers and the Bank
Preferred
Familiar with the banking and financial regulatory framework in Singapore, India, UAE
Experience with NRI, UAE, APAC HNW and Family Office customers
Skills:
Fluent in English. Knowledge of Arabic will be an advantage
Excellent communication and interpersonal skills
Collaborative team player and highly adaptable to the changing needs of internal and external customers
Sensitive to multi-cultural work environment
Ability to multi-task, attentive to details, proactive and flexible.
Ability to perform effectively under pressure and within tight deadlines.
Customer oriented and always looking out for ways to improve process and services.
Job Location
#J-18808-Ljbffr

Responsibilities
Assist on KYC efforts in accordance to the AML KYC Ops procedures
Perform KYC, transactions and product usage reviews and ensure documentation comply with local regulation and standards KYC reviews (Scheduled & Unscheduled Reviews for Client types across varied risk classes) including monitoring and tracking of KYC records
Assisting with the development and execution of action plan for expiring records, and ensuring records are not past due
Determining if the accounts are in scope
Client Identification, Verification and Screening Information such as customer’s address, employment (including employer), connectivity to PEP/SPF (Sanctions Screening), will be validated and confirmed.
Based on the results, enhanced due diligence checks will be performed which include negative news and social media checks
Any suspicious product usage from AML perspective gets highlighted to senior management for further reviews promptly
Negotiate solutions and acts as a liaison with internal and external clients
Acts as a consultant to the businesses regarding processes & controls
Coordinates and assists with onsite reviews and drives corrective actions.
Requirements
5 - 8 years relevant experience in KYC/AML/Due Diligence within banking space
Knowledge of AML/KYC policies including bank systems, applications and due diligence processes
Qualified candidates are invited to submit their applications in MS Word format to Shaun Quek Yew Meng (R )
Recruit Express Pte Ltd
EA Licence No: 99C4599
Only shortlisted applicants will be notified.
#J-18808-Ljbffr

Job Description
Event Management: Plan, organize, and execute client events, seminars, and networking sessions to enhance client relationships and brand presence.
Marketing Collateral Development: Design, develop, and manage marketing materials (brochures, pitchbooks, newsletters, digital content) to support private banking business development and client engagement.
Monitor market trends and peer activities, develop departmental business plans in alignment with strategies set by the head office and the branch.
Process and perform analysis on business data, deliver reports and relevant materials to support decision-making.
Establish referral mechanisms with external parties to facilitate client acquisition.
Collaborate with overseas branches and group institutions to deliver targeted training and enhance internal referral networks.
Liaise and coordinate with the head office to ensure effective communication.
Develop client marketing activity plans, coordinate and host marketing events with external partners.
Organize and lead front office business management meetings to support business goal attainment.
Develop and implement performance evaluation framework for front office staff, manage incentive calculation and ensure timely disbursement.
Undertake other duties as assigned by superiors.
Job Requirements
Bachelor’s degree in Marketing, Business Administration, Finance, or related field.
3 years of relevant experience in financial services, preferably in private banking, wealth management, or high‐end financial marketing.
Strong project management and organizational skills; ability to manage multiple priorities.
Excellent analytical, communication and presentation skills.
Creative mindset with solid knowledge of branding, content creation, and digital marketing.
#J-18808-Ljbffr

This role is to support the Private Banking COO in Singapore, ensuring that the team delivers on the BAU responsibilities efficiently and in a controlled environment.
Main job functions:
Loan Operations:
Set up Lombard Loan limits in the system
Process loan transactions including drawdowns and repayments
Execute inward and outward payments
Process FX Spot transactions
Deposit Management:
Handle Fixed Deposit (FD) placements and maturities
Ensure accurate booking and monitoring (Note: FD is not part of remittance)
Process DCI transactions in the Private Banking (PB) system
Liaise with Branch Operations to ensure consistency between PB and branch systems
Provide effective support to the Team Manager in managing business and clients’ requirements.
Ensure the execution of all daily tasks in adherence to Bank/Head Office/Compliance policies and departmental procedures through accurate and timely input
Ensure proper booking of transactions in the system and timely settlement of transactions.
Appropriate handling of RM and customer's queries.
Investigate on any errors/ discrepancies with transactions including settlements, ledger postings, limits etc.
Sort, file and retrieve transaction records.
Perform regular review and update of operating procedure in the changes to processes.
Support team in all audit engagements, risk reviews and process review as and when required.
Any other ad-hoc duties assigned by Supervisor/ Management and covering duties and responsibilities of staff in the event of an emergency/ absence.
Requirement:
Prior experience in back-office operations, loan transactions, remittance handling, and deposit management
Positive mindset, good attitudes and keen to learn with high motivation
Strong IT Skills (MS Office software)
Keen to learn and willing to multi-task independently
Great teamwork player
Seniority level:
Associate
Employment type:
Full-time
Job function:
Other
We are an equal opportunities employer and welcome applications from all qualified candidates.
#J-18808-Ljbffr