Total 26 Others banker job vacancies in Australia

• Develop and strengthen client relationships with the Bank in accordance with relevant business goals.
• Conduct all required Know Your Customer (KYC), AML process, procedures and documentation.
• Up-sell and provide regular market colours and trend analysis to these customers.
• Contribute to the bottom-line of Private Banking through the accomplishment of profit and growth targets.
• Ensure superior customer service and contribute to the overall customer experience of the Bank.
• Have an oversight on the dealing infrastructure / processes / systems for the investment products, and be responsible for all sales documentations, product agreements, and service evel agreements.
• Identify changes in regional market practice and regulatory requirements to develop and improve systems, frameworks and tools
• NOT NECESSARY TO ONBOARD NEW AUM

Requirements

• University graduate with minimum 3 - 5 years of relationship manager experience.
• Sound understanding of economics, best market practices and investment products in the wealth management business.
• CACS certification requirements
• Good team player with strong interpersonal and communication skills to work well with all levels of counterparts.
• Willingness to work under a dynamic environment, multi-tasking skills to handle tight and short assignment and meet project deadlines.

Interested candidates please email resume in MS Word format to recruit@waterstone.com.sg

Please state your last drawn and expected package, relevant skill sets and the position you are applying for.

Resumes collected will be kept in strict confidence and used for recruitment purposes only.

Relationship Manager (Senior Private Banker | CACS Certified) | CSBDU02

This is a perm role for one of our private banking client

Work Location: CBD Area

Job Scope

• Relationship Managers are high-level professionals who manage an affluent customer’s wealth holistically.
• Directly responsible for interfacing and engaging with clients on a day-to-day basis with the objective to grow and protect the clients’ wealth for the enjoyment of their successors and their heirs with consultative process
• Relationship Managers gather information about the client’s needs & wants, then tailor a personalized strategy that uses a range of financial products and services.
• Customize investment strategies to address each client’s unique circumstances as well as specific preferences for income, liquidity, and risk.
• Where appropriate, they pursue cross-border investment opportunities to enhance returns and provide additional diversification.
• Relationship Manager (RM) is expected to achieve the annual business targets on business development, relationship management and customer profile balances based on more complex investment requirements while ensuring accurate and timely completion of the entire sales and compliance process.

Job Description

The Relationship Manager is primarily responsible for achieving business targets through the following:

1. Acquisition of new high net worth customers
2. Generation of additional volume from existing customers across sales channels
3. Development and engagement of strong relationships with assigned customers
4. Delivery of excellent customer service through investment products and service offerings
5. Trust Advisory Referrals

A. Business Development

1. Achieves business targets on acquiring, on-boarding and deepening of Mass affluent customers.
1.1. Identifies and promotes a robust pipeline of prospective customers.
1.2. Sets appointments proactively and meets with customers to establish their needs & requirements.
1.3. Pursues marketing and solicitation of investible funds from existing and new accounts.
1.4. Develops proposals in accordance with the requirements of each account, in line with the client’s objective
and needs relative to yield safety, liquidity and diversification.
1.5. Submits proposals and ensures follow-ups in a timely manner including preparation of call reports to apprise
management of the account status.
1.6 Conducts client presentations.
1,7 Networks with customers in order to create new business contacts.

2. Liaises proactively with branch partners for referrals and cross-sell opportunities.
3. Develops and deepens relationships with assigned customers.
4. Engages support of specialists to provide technical advice to customers when necessary.
5. Analyzes trends in the market as well as customer profiles to identify potential opportunities for the
organization.

B. Client Relationship Management

1. Monitors customers’ accounts and portfolios providing proactive, timely, relevant market updates and advice
through regular calls and meetings, thus building long-term relationships.
2. Seeks to establish and understand customers’ real needs and expectations.
3. Executes sales and investment strategies/activities effectively.
4. Maximizes each client or branch interaction by building on customer cues to gain commitment to products,
services, and solutions.
5. Builds and develops relationships with customers –e.g., accompanying them at social/lifestyle events.
6. Reviews accounts regularly to ensure the growth of the aggregate fund level.

With Professional Certification and Licenses

• CACS certified CACS I and II

Interested applicants, please click "APPLY NOW"

We regret to inform you that only shortlisted candidates will be notified.

By submitting your personal data and/or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration.

Joselito Peciller | EA Reg No: R25126580

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s Private Bank. If you are highly driven, have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues, businesses and functions to provide you with the opportunity to take your career to the next level.

Job Summary:

As an International Private Bank, UHNW Banker Associate in J.P. Morgan’s Private Bank, you are responsible for providing support to a Senior Banker for SEA with a focus in Indonesia market in all facets of managing their books of business. You will play a key role assisting a Senior Banker in new client acquisitions and retention through a broad knowledge of investments, banking, trust services and financial planning. Your primary goal is to enhance client experience and assist our Senior Banker in delivering exceptional wealth management solutions to clients.

Job Responsibilities:

1. Provide leverage to Senior Banker for SEA with a focus in Indonesia market on daily client priorities including maintaining client relationships, answering clients’ enquiries, day-to-day account operations.

2. Support Senior Banker during the sales process and ongoing client management, which includes reviewing and building pitch books, coordinating information, communicating with clients and executing on client needs.

3. Support Senior Banker on client hierarchy and pipeline management.

4. Assist Senior Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities

5. Work in close partnership with Investor in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities alongside with Senior Bankers.

6. Update clients regularly on markets, portfolio performance, investments opportunities, risks.

7. Assist senior bankers in preparing presentations and proposals, and send out various promotion items to clients on request.

8. Keep track of Clients, AUMs and Revenues using our internal systems; periodic calculation of account performance.

9. Work together with other teams in meeting all compliance, operational, and due diligence requirements.

Required Qualifications, Skills And Capabilities:

1. Bachelor’s degree in any discipline.

2. Minimum 4 years of experience in Private Banking, with proven track record in managing UHNW clients.

3. Strong knowledge of Wealth Management business in SEA market, well versed across all asset classes, and deep understanding on Compliance, Risk and Regulatory frameworks.

4. Experience in managing relationships with both clients and internal partners across multiple countries and regions to drive our sales agenda.

5. Dynamic team player who is self-motivated and possesses strong communication and interpersonal skills, showcasing the ability to proactively engage multiple stakeholders at all levels of seniority to drive our sales agenda and operate with strong sense of urgency.

6. Candidates must have a willingness to travel.

Preferred Qualifications, Skills And Capabilities:

1. Appropriate local regulatory qualification and licenses preferred.

2. If you do not possess an existing Representatives Notification Framework (RNF) Register in Singapore, you will be required to sit for Client Advisor Competency Standards (CACS) Paper 1 & 2. This is in order to be registered as a Representative with Monetary Authority of Singapore (MAS) for the private banking industry.

3. Proficiency in Bahasa Indonesia is preferred as there will be frequent interactions with clients and stakeholders from Indonesia.

To apply for this position, please use the following URL:

https://ars2.equest.com/?response_id=60176083547cb8a769c87ac951b277bd

Adecco is partnering with leading Local & International banks that has a strong footprint across Asia. This role presents an opportunity to be part of the bank’s growth while working with a well-established and reputable organization.

The candidate will be responsible for managing, acquisition and growing a portfolio of Retail Banking clients by providing tailored financial solutions, building strong customer relationships, identifying sales opportunities across banking products and delivering excellent customer service.

• To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.
• Build and strengthen customer relationships by regularly sharing market updates, insights, and analyses of local and international financial products.
• Identify, engage, and follow up with individual prospects to generate new business opportunities.
• To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.

Requirements

• 1-3 years of experience in Retail Banking or Insurance Industry
• CMFAS certifications
• Excellent interpersonal, communication and problem-solving skills

Vernon Quek

EA License No: 91C2918

Personnel Registration Number: R23111972

Job Description:

• Proactively understand and meet mass-market customer financial needs.
• Sell a wide range of products (insurance, unit trusts, deposits) and meet individual targets.
• Provide timely advice and recommend suitable banking/investment solutions.
• Develop and deepen relationships with existing and new clients.
• Ensure diligence, integrity, and meticulous documentation for all sales and advisory processes, adhering to bank policies and regulations.
• Utilize branch networks, tele-consulting, and referrals to find new prospects. 

Requirements:

• Self motivated and driven
• Looking to progress a career in banking and finance
• Minimum Diploma
• Singaporean and PR only

Kindly apply online or send your application to felicialim@talentedge.com.sg

EA: 15C7572

ID: R23115267

Our client is an international bank and they have a few job openings for the Mortgage Banker position

Responsibilities

• Proactively acquire and activate mortgage loan business. Sales emphasis is on individual residential and commercial loans.
• Establish and maintain relationships with external stakeholders (property agents, brokers) to increase referrals.
• Handle leads from marketing campaigns, inbound inquiries, and branch referrals, engaging both affluent and mass market clients.
• Implement the full mortgage loan application process, responsible for cases up to the customer's acceptance of the offer.
• Offer a wider range of products, including bancassurance and priority banking propositions.
• Keep informed on market trends and competitor offerings, conducting regular updates for target customer groups.
• Ability to work off-office hours and weekends for activities like show flats, campaigns, and networking events.
• Display exemplary conduct and ensure strict compliance with all applicable regulations and the Group's Code of Conduct

Requirements

• Diploma or Degree in a related discipline
• 2+ years in Banking Sales, preferably with prior experience in Retail Mortgage.
• Strong knowledge of the Singapore Real Estate Market and Mortgage Regulations & Frameworks.
• Good interpersonal skills, stakeholder experience, conversant with and able to work with external partners, and ability to work independently

Applicants who are keen to apply for this position can send your latest resume to alfred.lai@paradigmrecruitment.com.sg

Alfred Lai
EA Reg No: R1545971
EA License No: 21C0434

• Develop and strengthen client relationships with the Bank in accordance with relevant business goals.
• Conduct all required Know Your Customer (KYC), AML process, procedures and documentation.
• Up-sell and provide regular market colours and trend analysis to these customers.
• Contribute to the bottom-line of Private Banking through the accomplishment of profit and growth targets.
• Ensure superior customer service and contribute to the overall customer experience of the Bank.
• Have an oversight on the dealing infrastructure / processes / systems for the investment products, and be responsible for all sales documentations, product agreements, and service level agreements.
• Identify changes in regional market practice and regulatory requirements to develop and improve systems, frameworks and tools
• NOT NECESSARY TO ONBOARD AUM

Requirements

• University graduate with minimum 3 - 5 years of relationship manager experience.
• Sound understanding of economics, best market practices and investment products in the wealth management business.
• CACS certification requirements
• Good team player with strong interpersonal and communication skills to work well with all levels of counterparts.
• Willingness to work under a dynamic environment, multi-tasking skills to handle tight and short assignment and meet project deadlines.

Interested candidates please email resume in MS Word format to recruit@waterstone.com.sg

Please state your last drawn and expected package, relevant skill sets and the position you are applying for.

Resumes collected will be kept in strict confidence and used for recruitment purposes only.

Relationship Manager (Senior Private Banker | CACS Certified) | CSBDU02

This is a perm role for one of our private banking client

Work Location: CBD Area

Job Scope

• Relationship Managers are high-level professionals who manage an affluent customer’s wealth holistically.
• Directly responsible for interfacing and engaging with clients on a day-to-day basis with the objective to grow and protect the clients’ wealth for the enjoyment of their successors and their heirs with consultative process
• Relationship Managers gather information about the client’s needs & wants, then tailor a personalized strategy that uses a range of financial products and services.
• Customize investment strategies to address each client’s unique circumstances as well as specific preferences for income, liquidity, and risk.
• Where appropriate, they pursue cross-border investment opportunities to enhance returns and provide additional diversification.
• Relationship Manager (RM) is expected to achieve the annual business targets on business development, relationship management and customer profile balances based on more complex investment requirements while ensuring accurate and timely completion of the entire sales and compliance process.

Job Description

The Relationship Manager is primarily responsible for achieving business targets through the following:

1. Acquisition of new high net worth customers
2. Generation of additional volume from existing customers across sales channels
3. Development and engagement of strong relationships with assigned customers
4. Delivery of excellent customer service through investment products and service offerings
5. Trust Advisory Referrals

A. Business Development

1. Achieves business targets on acquiring, on-boarding and deepening of Mass affluent customers.
1.1. Identifies and promotes a robust pipeline of prospective customers.
1.2. Sets appointments proactively and meets with customers to establish their needs & requirements.
1.3. Pursues marketing and solicitation of investible funds from existing and new accounts.
1.4. Develops proposals in accordance with the requirements of each account, in line with the client’s objective
and needs relative to yield safety, liquidity and diversification.
1.5. Submits proposals and ensures follow-ups in a timely manner including preparation of call reports to apprise
management of the account status.
1.6 Conducts client presentations.
1,7 Networks with customers in order to create new business contacts.

2. Liaises proactively with branch partners for referrals and cross-sell opportunities.
3. Develops and deepens relationships with assigned customers.
4. Engages support of specialists to provide technical advice to customers when necessary.
5. Analyzes trends in the market as well as customer profiles to identify potential opportunities for the
organization.

B. Client Relationship Management

1. Monitors customers’ accounts and portfolios providing proactive, timely, relevant market updates and advice
through regular calls and meetings, thus building long-term relationships.
2. Seeks to establish and understand customers’ real needs and expectations.
3. Executes sales and investment strategies/activities effectively.
4. Maximizes each client or branch interaction by building on customer cues to gain commitment to products,
services, and solutions.
5. Builds and develops relationships with customers –e.g., accompanying them at social/lifestyle events.
6. Reviews accounts regularly to ensure the growth of the aggregate fund level.

With Professional Certification and Licenses

• CACS certified CACS I and II

Interested applicants, please click "APPLY NOW"

We regret to inform you that only shortlisted candidates will be notified.

By submitting your personal data and/or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration.

Joselito Peciller | EA Reg No: R25126580

Personal Banker (Permanent) – Up to S$4K Basic + Commission | Leading Asian Bank | Islandwide

Are you ready to elevate your career in banking? Join one of Asia’s leading financial institutions and take the next step toward a rewarding career as a Personal Banker!

What’s in it for You?

• Attractive Salary: Basic from S$3,600 – S$4,000 per month (depending on experience) + Commissions
• Career Growth: Fast-track progression to Relationship Manager (Priority/Premier Banking) within 2 years
• Dynamic Banking Environment: Work with a reputable and well-established bank with global presence
• Islandwide Locations Available

Your Role

As a Personal Banker, you will play a key role in delivering a personalized banking experience to customers and helping them achieve their financial goals.

• Understand customers' financial needs and provide tailored banking solutions
• Offer sound financial advice in accordance with regulatory and bank guidelines
• Proactively engage with customers to deepen relationships and drive new business opportunities
• Work closely with other banking teams, including Priority Banking and Business Banking
• Ensure smooth and high-quality customer service experience
• Conduct KYC/CDD and maintain customer portfolio updates

What We’re Looking For

✔ Diploma/Degree in any field
✔ Experience as a Relationship Manager or Personal Banker is a plus!
✔ Candidates with insurance sales experience are welcome to apply
✔ Strong sales acumen and proven ability to meet targets
✔ Passion for customer engagement and financial advisory

No prior banking experience? No worries! If you have a strong drive for sales and customer engagement, we’d love to hear from you.

Ready to take your career to the next level? Apply today and let’s grow together!

Interested applicants please click on "Apply Now" or WhatsApp your resume to 93551601.

We regret that only shortlisted candidates will be contacted.

Ken Ong

Registration No.: R22109376

EA Licence No.: 22C1201

Relationship Manager (Senior Private Banker | CACS Certified) | CSBDU02

This is a perm role for one of our private banking client

Work Location: CBD Area

Job Scope

• Relationship Managers are high-level professionals who manage an affluent customer’s wealth holistically.
• Directly responsible for interfacing and engaging with clients on a day-to-day basis with the objective to grow and protect the clients’ wealth for the enjoyment of their successors and their heirs with consultative process
• Relationship Managers gather information about the client’s needs & wants, then tailor a personalized strategy that uses a range of financial products and services.
• Customize investment strategies to address each client’s unique circumstances as well as specific preferences for income, liquidity, and risk.
• Where appropriate, they pursue cross-border investment opportunities to enhance returns and provide additional diversification.
• Relationship Manager (RM) is expected to achieve the annual business targets on business development, relationship management and customer profile balances based on more complex investment requirements while ensuring accurate and timely completion of the entire sales and compliance process.

Job Description

The Relationship Manager is primarily responsible for achieving business targets through the following:

1. Acquisition of new high net worth customers
2. Generation of additional volume from existing customers across sales channels
3. Development and engagement of strong relationships with assigned customers
4. Delivery of excellent customer service through investment products and service offerings
5. Trust Advisory Referrals

A. Business Development

1. Achieves business targets on acquiring, on-boarding and deepening of Mass affluent customers.
1.1. Identifies and promotes a robust pipeline of prospective customers.
1.2. Sets appointments proactively and meets with customers to establish their needs & requirements.
1.3. Pursues marketing and solicitation of investible funds from existing and new accounts.
1.4. Develops proposals in accordance with the requirements of each account, in line with the client’s objective
and needs relative to yield safety, liquidity and diversification.
1.5. Submits proposals and ensures follow-ups in a timely manner including preparation of call reports to apprise
management of the account status.
1.6 Conducts client presentations.
1,7 Networks with customers in order to create new business contacts.

2. Liaises proactively with branch partners for referrals and cross-sell opportunities.
3. Develops and deepens relationships with assigned customers.
4. Engages support of specialists to provide technical advice to customers when necessary.
5. Analyzes trends in the market as well as customer profiles to identify potential opportunities for the
organization.

B. Client Relationship Management

1. Monitors customers’ accounts and portfolios providing proactive, timely, relevant market updates and advice
through regular calls and meetings, thus building long-term relationships.
2. Seeks to establish and understand customers’ real needs and expectations.
3. Executes sales and investment strategies/activities effectively.
4. Maximizes each client or branch interaction by building on customer cues to gain commitment to products,
services, and solutions.
5. Builds and develops relationships with customers –e.g., accompanying them at social/lifestyle events.
6. Reviews accounts regularly to ensure the growth of the aggregate fund level.

With Professional Certification and Licenses

• CACS certified CACS I and II

Interested applicants, please click "APPLY NOW"

We regret to inform you that only shortlisted candidates will be notified.

By submitting your personal data and/or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration.

Joselito Peciller | EA Reg No: R25126580

Our client, with a strong presence in Asia, is looking to hire Personal Bankers to join their retail banking segment.

about the job

As a Personal Banker your primary focus will be:

• Serving retail clients and providing expert advice on the wide range of banking products offered by the bank.
• Proactively engaging clients through various touchpoints such as branch banking, tele-appointments, and outreach programs.
• Leveraging your sound financial knowledge to offer holistic financial advice and identify suitable banking solutions that help clients achieve their financial goals.
• Demonstrating a good understanding of banking regulations, ensuring strict adherence to rules and guidelines while conducting business.

Joining this leading international bank means you'll have access to a wealth of opportunities for personal and professional growth. The bank values resilience and motivation, and it provides comprehensive support to help you thrive in your role. With excellent interpersonal and communication skills, you will have the chance to build strong relationships with clients while making a meaningful difference in their financial journey.

skills and experience required

• Minimum local diploma in any discipline.
• Minimum 1 year of financial sales experience would be advantageous.
• Excellent interpersonal and communication skills.

*We regret to inform you that only shortlisted applicants will be notified*

To apply online please use the 'apply' function, alternatively you may contact Reenie at 6697 7943 / reenie.ng@adecco.com for a confidential discussion.

EA: 91C2918 | R2198716

Personal Wealth Asset Management | Retail Banking (Singapore)
Permanent role with a leading Singapore bank

We are inviting motivated individuals at the early stage of their career to join the Personal Wealth Banking division, supporting mass-market and affluent clients with professional financial advisory services.

This role offers a structured training pathway designed to build strong fundamentals in banking, advisory, and client relationship management—making it suitable for candidates looking to develop a long-term career in wealth banking.

Available Role Tracks

• Personal Wealth Executive (entry-level, structured training provided)

• Personal Wealth Manager (intermediate experience)

• Wealth Banking Relationship Manager (experienced advisors)

What You Will Do

• Advise clients on savings, investment, insurance, and lending solutions

• Build and manage client relationships through ethical, needs-based advisory

• Support clients at different life stages with tailored financial solutions

• Achieve individual performance targets in line with regulatory standards (e.g. FAA)

• Deliver consistent, high-quality client experience through follow-ups and reviews

Structured Training Pathway (Entry-Level Track)

• Pre-Onboarding: Support to complete required CMFAS modules

• Months 1–2: Classroom training at corporate campus

• Months 3–4: Guided on-the-job training at designated branches

• Month 5 onward: Full deployment, subject to assessment clearance

Who Should Apply

• Diploma or degree holders from any discipline

• Strong communication and people skills

• Motivated, resilient, and open to learning

• Comfortable working towards performance goals

• Banking or advisory experience is an advantage but not required for entry-level roles

Senior Corporate Banker – New Client Acquisition (Director / VP)

Singapore | Corporate Banking | Regional Coverage

A well-established international bank with a strong Asian footprint is looking to hire a Senior Corporate Relationship Manager in Singapore as part of its expansion strategy.

This role is designed for experienced bankers who enjoy hunting for new relationships and building a corporate client franchise.

If you have a strong network and a track record of originating new-to-bank business, this could be an excellent platform to further grow your portfolio.

The Role

You will focus on acquiring and developing new corporate relationships with companies that have a Singapore presence and regional business footprint.

Working closely with internal product partners, you will deliver a full suite of corporate banking solutions including:

• Corporate lending and structured financing
• Trade finance solutions
• Treasury and FX solutions
• Cross-border banking support

Ideal Candidate

• 10–15 years of corporate banking experience
• Proven track record in new client acquisition and business development
• Strong network with large corporates and mid-cap companies with Singapore operations
• Ability to originate opportunities across Singapore and regional markets
• Entrepreneurial mindset with strong commercial instincts

Why This Opportunity

• Strong regional banking platform
• Solid balance sheet and product capabilities
• Opportunity to build and expand your own corporate banking franchise
• If this opportunity resonates, feel free to reach out for a confidential conversation.
• Even if timing isn’t right, referrals are always appreciated. Great bankers often know other great bankers.

Glenn.Wong@RevUp-Consulting.com

Job Description ：

 Closely communicate with Japan HQ with regard to the Branch’s IT and outsourcing management. Take initiatives in introducing various measures to improve the Branch’s IT environment in coordination with Japan HQ

 Manage the Branch’s IT related budget in communication with the Japan HQ

 Plan and manage the Branch’s IT security

 Monitor relevant regulations affecting the operations in the Branch and take appropriate actions to abide by such regulations

 Support Branch staff in using IT equipment and address various IT related troubles.

 Prepare committee materials and regularly report to the Branch Management at the committee.

 Make other necessary reporting to Head of Department, Branch Management and to Japan HQ

Job Requirements ：

 Relevant work experience (at least 2 years' experience in IT) in Banking Industry

 Proficient in MS Office including Excel and PowerPoint

 Multi-task team player

 Excellent interpersonal skill and communication skill

 Proficient in spoken and written Japanese will be required to closely liaise with Japan HQ