SEA Private Banker
1 month ago
Our top banking clients is looking to expand their SEA team (Junior or Senior Private Bankers are welcome). If you are looking for to work in an exciting, fast paced and ever growing environment, we would like to have you onboard
Job Description:
Client Management
- Responding to all client needs in a timely and professional manner
- Providing appropriate investment advice in line with the Bank’s policy and asset allocation
- Active monitoring of client investment portfolios and collateral situations
- Ensuring consistently high levels of client satisfaction by matching the frequency and intensity of contact to the clients’ preference
Business Management
- Develop and implement new marketing strategies in conjunction with the Group/ Team Heads
- Embracing new processes and product initiatives
- Participate in ad-hoc projects as required by the Group/ Team Heads
- Fostering discipline and good work practices (including meeting deadlines and regulatory requirements, and fulfilling documentation requirements)
Job Requirement:
- Portfolio of clients and in acquisition of new relationships - Proven track record
- Understands the geographical economy landscape
- Linguistic proficiency & cultural awareness
- Familiar with the legal & regulatory environment in those countries their clients are in
- Excellent knowledge of global financial markets and current affairs
- Ability to match client needs with appropriate product solutions
- Sound commercial judgment, represents the Bank’s and the shareholders’ interests at all times
- CACS Papers 1 and 2
- Preferably with CMFAS Modules 1B, 5, 6A, 8A certifications
Interested candidates, please attach your latest CV.
Tell employers what skills you have
Wealth Management
Excellent Communication Skills
Upselling
Referrals
Asset Allocation
Due Diligence
Current Affairs
Wealth
Private Banking
Transparency
Scratch
Networking
Banking
Diplomacy
Regulatory Requirements
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