Senior Consultant / Manager - Private Banking Pricing

Role Overview smartkarma is hiring a Private Wealth Sales Manager in Singapore. This role focuses on growing private wealth management services and driving sales. The position centers on building and maintaining relationships with high-net-worth individuals and institutional clients. What You Will Do Lead sales efforts to expand private wealth management offerings Work closely with clients to deliver investment solutions tailored to their financial objectives Develop and nurture long-term relationships with both individual and institutional clients What We Look For Experience in wealth management or private banking Strong sales skills and a client-focused approach Ability to understand and address the needs of high-net-worth clients

Moomoo is more than just a leading global investment and trading platform; we are a dynamic force in the wealth-tech sector, dedicated to revolutionizing the investment experience. Since our inception in 2018, we have swiftly expanded our reach across Singapore, Australia, Japan, Canada, and Malaysia, currently serving over 26 million users globally.In Singapore, Moomoo Financial Singapore Pte. Ltd. operates under the regulation of the Monetary Authority of Singapore (Licence No. CMS101000). In 2022, we made history as the first digital brokerage to achieve all five SGX Group memberships across securities and derivatives—a clear indication of our commitment to excellence and innovation.Our mission is to democratize investing and enable everyone to make informed, data-driven financial decisions. We strive to level the playing field by providing powerful tools, real-time insights, and user-friendly technology to enhance the investment journey for all.Joining Moomoo means becoming part of a purpose-driven team that is reshaping the investment landscape and making wealth creation accessible, informed, and inspiring for everyone. If you are passionate about making an impact at the intersection of finance and technology, this is the perfect time to join us.At Moomoo, you will enjoy:Being part of the world's foremost digital brokerage firm, with limitless growth and career development opportunities.A competitive total compensation package that values your expertise and contributions.Comprehensive insurance coverage for you and your dependents, ensuring your peace of mind.A fun and diverse work environment that fosters team bonding through various activities and company events.Business casual attire every day.And Much More! Discover additional perks and benefits as you progress through the hiring process!

Moomoo is not just a global investment platform; we are a dynamic leader in the wealth-tech sector, dedicated to revolutionizing the investment landscape. Since our inception in 2018, we have expanded rapidly across Singapore, Australia, Japan, Canada, and Malaysia, currently empowering over 28 million users globally.In Singapore, Moomoo Financial Singapore Pte. Ltd. is fully licensed and regulated by the Monetary Authority of Singapore (Licence No. CMS101000). In 2022, we proudly became the first digital brokerage to achieve all five SGX Group memberships across securities and derivatives markets, underscoring our commitment to excellence and innovation.What distinguishes us is our mission: to democratize investing and make informed, data-driven financial decisions accessible to everyone. We are dedicated to leveling the playing field by providing powerful tools, real-time insights, and user-friendly technology to empower investors at all stages of their journey.Joining Moomoo means becoming part of a purpose-driven team that is not only reshaping the future of investing but also making wealth-building accessible, informed, and inspiring. If you are passionate about making an impact at the intersection of finance and technology, now is the perfect time to join us.

We are seeking a dynamic and experienced Manager to lead our Private Banking and Asset & Wealth Management division at SIA. In this pivotal role, you will be responsible for overseeing client relationships, enhancing service delivery, and driving growth in our investment portfolios. Your expertise will guide our strategy, ensuring that we meet the diverse financial needs of our clients.The ideal candidate will have a strong background in wealth management, demonstrated leadership skills, and a passion for delivering exceptional client service. Join us to shape the future of financial management at SIA.

Moomoo is not just a global investment and trading platform; we are a rapidly growing leader in the wealth-tech sector, dedicated to revolutionizing the investment experience. Since our inception in 2018, we have swiftly expanded our footprint across Singapore, Australia, Japan, Canada, and Malaysia, currently empowering over 28 million users globally.In Singapore, Moomoo Financial Singapore Pte. Ltd. operates under the regulation of the Monetary Authority of Singapore (Licence No. CMS101000). In 2022, we proudly became the first digital brokerage to secure all five SGX Group memberships across the securities and derivatives markets, showcasing our commitment to excellence and innovation.What distinguishes us is our mission to democratize investing and ensure that informed, data-driven financial decisions are within everyone's reach. We strive to level the playing field by equipping investors at all stages of their journey with powerful tools, real-time insights, and user-friendly technology.Becoming a part of Moomoo means joining a purpose-driven team that is not only reshaping the future of investing but also making wealth-building accessible, informed, and inspiring. If you are passionate about creating an impact at the intersection of finance and technology, now is the perfect time to join us.Marketing Intern – Private WealthLocation: Singapore | Duration: Minimum 6 months, 5 working days per weekMoomoo, a next-generation digital investment platform backed by Nasdaq-listed Futu Holdings, is expanding its Private Wealth sector and is on the lookout for a motivated and enthusiastic Marketing Intern to join our team. This role offers a distinctive opportunity to gain comprehensive insights into the marketing operations of a burgeoning fintech and to develop a thorough understanding of the Private Wealth domain from an insider's perspective.

Join a distinguished international banking group with over 150 years of history and a presence in more than 50 markets worldwide. Our commitment to fostering commerce and prosperity is underscored by our unique diversity, which enables us to provide innovative financial solutions that promote sustainable growth.Key Responsibilities:- Cultivate and oversee a portfolio of high-net-worth clients in North Asia, delivering customized financial solutions tailored to their wealth management needs.- Establish and nurture strong, long-lasting relationships with clients by comprehensively understanding their financial aspirations and providing personalized advice on investments, insurance, and banking products.- Actively identify and leverage opportunities to cross-sell and upsell the bank's wealth management offerings.- Conduct regular portfolio evaluations with clients, ensuring alignment with their financial goals and prevailing market conditions.- Remain informed about market trends, investment products, and regulatory shifts to offer well-informed recommendations.- Collaborate with internal teams, including product specialists and investment advisors, to provide holistic financial solutions.- Uphold compliance with all regulatory standards and internal policies while maintaining the highest levels of professionalism and integrity.- Achieve individual and team sales objectives, contributing to the overall growth and profitability of the wealth management division.

Join First Abu Dhabi Bank as a Director of Private Banking, where you will lead and shape our private banking services in Singapore. In this pivotal role, you will be responsible for driving growth strategies, managing client relationships, and overseeing the delivery of personalized wealth management solutions. Your expertise will guide a talented team, ensuring exceptional service delivery and adherence to compliance standards.

About Us: Fuku is a premier investment banking institution in China, recognized for its extensive financial services and profound market insights. We offer a diverse array of services, including investment banking, securities, wealth management, and asset management. Our unwavering commitment to excellence and innovation has established us as a trusted provider of high-quality financial solutions to clients both locally and globally.Key Responsibilities:- Cultivate and sustain robust relationships with high-net-worth clients to comprehend their financial aspirations and deliver customized wealth management solutions.- Offer comprehensive financial guidance and investment strategies to clients, ensuring alignment with their risk profiles and long-term goals.- Collaborate with internal teams to provide a complete suite of financial services, including investment management, estate planning, and tax optimization.- Monitor and evaluate market trends to furnish clients with timely insights and recommendations for portfolio modifications.- Ensure adherence to all regulatory standards and company policies in the delivery of wealth management services.- Conduct regular assessments of client portfolios to evaluate performance and implement necessary adjustments to accommodate evolving client needs.- Identify and pursue fresh business opportunities to broaden the client base and enhance assets under management.

Join our dynamic team at sia as a Senior Consultant/Manager in Wealth Management, where you will be at the forefront of delivering exceptional financial solutions to our clients. We are seeking a highly motivated professional with a proven track record in wealth management, who is passionate about helping clients achieve their financial goals.

Position Overview- This pivotal role aims to position the Conduct & Control Department as a proactive partner and integral player in the Bank’s strategic initiatives. The selected candidate will serve as the first line of defense, ensuring the implementation of risk-based, sustainable, and effective strategies to tackle Operational, Business, and Conduct risks across the APAC region.- Collaborating closely with the Wealth Management (WM) division in APAC, particularly in Singapore and Hong Kong, this role is essential in managing and mitigating risk effectively.Primary Role Responsibilities- Support the Head of Governance, Advisory & Surveillance, WM APAC Conduct and Control, in upholding a robust risk framework for Operational and Business risks in partnership with WM in the region.- This position is located in Singapore and functions within the first line of defense (1 LoD).Key Responsibilities1. Incident Investigation and Analysis - Ensure prompt lodging and escalation of incidents. - Lead comprehensive investigations of operational risk incidents across Wealth Management in Singapore and Hong Kong. - Conduct structured fact-finding and evidence analysis to ascertain root causes and contributing factors. - Assess downstream and upstream impacts, ensuring proposed actions rectify immediate, historical, and future issues. - Evaluate the adequacy and effectiveness of remediation actions and preventive measures. - Perform trend analysis to uncover opportunities for enhancing the control framework.2. Escalation and Governance - Guarantee timely escalation of incidents to Senior Management according to established thresholds and governance standards. - Prepare concise incident summaries, analyses, and reporting materials for management and governance committees (e.g., ICC, ORCC).3. Stakeholder Coordination - Act as a key liaison among Front Office, Operations, Compliance, Legal, Finance, IT, and other stakeholders on incident matters. - Collaborate with Head Office and regional counterparts to ensure uniformity in incident handling and alignment with Group expectations. - Facilitate effective ownership and accountability for incident remediation.4. Reporting and Continuous Improvement - Generate incident reports (e.g., quarterly reporting) and trend analyses for management. - Contribute to the review and enhancement of incident-related procedures, escalation matrices, and governance frameworks. - Support internal audits, inspections, and ad-hoc risk reviews related to operational incidents. - Assist in fulfilling various risk reporting requirements for different forums and to Head Office.5. Risk Assessment and Reporting - Engage in the review and compilation of annual Enterprise Risk Assessments, including Risk Cartography Self-Assessment and Risk Identification.6. Ad Hoc Projects - Undertake additional projects as assigned as needed.

Join our dynamic team at sia as a Consultant/Senior Consultant specializing in Wealth Management. In this pivotal role, you will be responsible for delivering tailored financial solutions to clients, leveraging your expertise in investment strategies, asset allocation, and financial planning. Your insights will help clients navigate their financial journeys and achieve their long-term goals.We are looking for individuals who are passionate about wealth management and have a proven track record in client relations. You will collaborate with a diverse group of professionals and have access to cutting-edge tools and resources to excel in your role.

StepStone is a global leader in private market solutions, providing tailored investment strategies, expert advisory services, and impactful data-driven insights to investors worldwide. With our advanced platform and unrivaled intelligence across sectors and geographies, we empower our clients with the insights they need to thrive in their investment journeys.About StepStone:StepStone (Nasdaq: STEP) is a premier private markets specialist managing over US$723 billion in private capital allocations, which includes approximately US$199 billion of assets under management. We offer investors customized private equity exposure through our extensive global market connections, robust research capabilities, meticulous due diligence, and expert structuring services. Our investment vehicles include commingled funds, customized funds, separately managed accounts, and advisory services.Position Overview:We are looking for a highly motivated Analyst to join our Private Equity Investment Team based in our Singapore office. The Analyst will be responsible for conducting sector-focused research in the private equity landscape, covering venture capital, growth, buyout, and distressed strategies in Asia. The role involves collaborating with team members to target and perform due diligence on selected private companies and equity funds, analyzing private placement memorandums (PPMs), financial statements, investment returns, and conducting reference calls and interviews. This position provides the opportunity to present recommendations to the Firm’s Investment Committee alongside the investment team.The ideal candidate will hold a bachelor’s degree and possess at least 1 year of experience in private equity, investment banking, consulting, or related fields. Candidates should demonstrate a commitment to high ethical standards, maturity, reliability, and strong attention to detail.

Join LVMH, the world's leading luxury goods group, as a Regional Private Client Relationship Manager for the APAC region. In this pivotal role, you will cultivate and maintain exceptional relationships with our esteemed private clients, enhancing their luxury experience across our distinguished brands.Your expertise in client management and understanding of the luxury market will enable you to provide tailored solutions that meet the unique needs of our clients. You will collaborate closely with our marketing team at Guerlain APAC to deliver exclusive offerings and events, ensuring a personalized approach that reflects the values of our prestigious brand.

As a Relationship Manager at Swissquote, reporting directly to the Head of the Sales Team, you will play a pivotal role in fostering and nurturing robust client relationships through exemplary customer service. Your primary responsibilities will include:Developing and sustaining strong client connections while enhancing the share of wallet among existing clients.Overseeing the comprehensive account opening process for end-clients of our institutional partners, ensuring meticulous documentation review and KYC analysis for compliance submissions.Proactively engaging with clients to boost Assets under Management (AuM) and revenue generation while identifying new business development opportunities.Serving as the senior account manager and daily point of contact for clients, alongside being a key player in the wider institutional community across the Asia-Pacific region.Contributing as a full member of the Firm’s Institutional Sales team and participating in regular market landscape updates and competitive analysis sessions with the management team.Engaging in vital internal projects aimed at launching or expanding Swissquote’s products and services in target markets.Identifying and pursuing fresh business opportunities with both existing and prospective client relationships.Attending networking events and industry conferences to enhance the firm’s visibility and business presence.Understanding client needs through direct engagement to develop tailored solutions.Utilizing a consultative approach to identify client requirements and deliver customized solutions in collaboration with various internal departments.

As the Director of Product for our B2B Wealth Platform, you will lead the charge in shaping our product vision and strategy. You will work closely with cross-functional teams to develop innovative solutions that meet the needs of our corporate clients. Your expertise will help us drive product development from concept to launch, ensuring alignment with market demands and business goals.

Join our esteemed team at SIA as a Senior Consultant or Associate Manager specializing in Financial Markets and Private Banking. In this pivotal role, you will leverage your expertise to guide clients through complex financial landscapes, offering tailored solutions that enhance their banking experiences. You will be instrumental in analyzing market trends, developing strategies, and driving innovative financial solutions.

Role OverviewJoin our dynamic team at fuku as a Product Owner dedicated to spearheading digital transformation initiatives within the Private Banking sector. This pivotal role will concentrate on optimizing core banking systems, particularly focusing on reporting, access management, and platform capabilities, while supporting both Change-the-Bank and Run-the-Bank activities. This position is non-front office, necessitating strong collaboration with both technology experts and business stakeholders.Key Responsibilities- Serve as the Product Owner for essential private banking systems, emphasizing reporting, access management, and platform enablement.- Drive initiatives related to both Change the Bank (transformation and enhancements) and Run the Bank (stability and optimization).- Collaborate with digital business transformation teams to facilitate modernization and improve processes.- Convert business requirements into clear, actionable product backlogs and user stories.- Partner with technology, operations, compliance, and business teams to ensure successful delivery.- Manage priorities, dependencies, and timelines across complex initiatives.- Contribute significantly to one of the bank's critical applications used extensively across Asia.- Ensure solutions comply with private banking regulations, controls, and best practices.

Key Responsibilities:Act as the primary point of contact (SPOC) in Singapore for the FAB Network Relationship Managers (RMs).Serve as the resident authority for the Singapore booking center, providing expertise on regulatory matters and internal processes.Facilitate the onboarding of new family office clients across the APAC, GCC, and NRI regions while nurturing existing client relationships.Enhance the integration of investment, insurance, treasury, and lending solutions within client portfolios.Play a pivotal role in driving the growth of Assets Under Management (AUM) within the Private Banking division.Generate income through fees, foreign exchange, and interest.Ensure compliance with Know Your Customer (KYC) and Anti-Money Laundering (AML) regulations as outlined.Adhere to the bank's policies regarding client management and sales of Private Banking products.Maintain compliance with all relevant regulations and qualifications as set by the Monetary Authority of Singapore (MAS).Job Context:MAS-Individual Accountability & ConductDesignated as “Material Risk Personnel - MRP” in accordance with MAS guidelines.Commit to upholding the bank's Fit and Proper standards.Regularly confirm and attest to the Job Description and Balance Scorecard requirements.Complete MRP assessments in collaboration with Senior Management.Comply with the Bank’s Code of Conduct at all times.Frameworks, Boundaries & Decision-Making Authority:Operate within the framework of Group policies and overall organizational governance structures.

About the Southeast Asia Private Markets Team Join a close-knit group of nine professionals based in Singapore, focused on supporting private equity and venture capital clients across Southeast Asia. This team collaborates across functions and regions, with direct reporting to the Senior Manager of Client Solutions in Private Markets. Role Overview Gerson Lehrman Group (GLG) is seeking an Associate, Client Solutions (Private Markets) who speaks Mandarin. This position supports the growth of our private markets business by delivering high-quality service to clients throughout Southeast Asia. The role offers direct exposure to leading private equity and venture capital investors in the APAC region, while building connections with industry experts and deepening knowledge of investment decision-making. Main Responsibilities Manage time-sensitive projects that help GLG clients make informed investment decisions. Analyze client requests, identify and qualify relevant subject matter experts, and deliver insights that influence investment strategies. Build relationships with GLG’s network of thought leaders across multiple sectors. Recruit senior executives and consultants to join the GLG Councils through research, networking, and direct outreach. Organize and facilitate client events, such as small group discussions between GLG Network Members and clients, as well as private meetings at client locations. Maintain and strengthen relationships with GLG clients by engaging with investment professionals across APAC through meetings, project work, and ongoing communication. Collaborate with international account teams to execute account strategies that support revenue growth and client satisfaction.