Executive Director - Wealth Planner
Charterhouse Partnership Singapore, EA Licence No: 16S8066
Hong Kong, Hong Kong
4天前

A new entrant in the Private Banking industry in building their Regional Wealth Planning proposition.

Its imperative for the bank to have likeminded colleagues, with an EQ to build relationships with their ultra-rich clients and their families.

This being a green slate project, is one of its kind opportunities to lead, build and expand the wealth planning business and product offering regionally, along with a wealth planner in Singapore.

You would need to partner closely with the firms Trust company in expanding the trust offering, whist driving and engaging in partnerships with insurance brokers and the private bankers of the firm.

Being familiar with the Regional regulatory boundaries, you need to be able to have great communication skills to share the views, with the RM’s and the bank’s clients

Minimum 15 years of trust and insurance business in PWM bank with qualified with TEP certifications.

If interested pls share a copy of your latest CV at - monala charterhouse.com.sg

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