Strategic Banking Professional

2 days ago

Singapore beBeeInvestment Full time
About the Job

As a seasoned banking professional, you will have the opportunity to build and develop a deep understanding of high net worth (HNW) and ultra-high net worth (UHNW) clients' investment needs in the Greater China market.

Our team offers a one-stop, full-service touch-point for total banking requirements, providing the highest level of personalized banking solutions to our discerning clientele.

Coupled with partnerships within our network and with global institutions, we strive to build long-term relationships with our clients by delivering high-quality, timely, and extensive wealth management, investment, and financial solutions.

  • Grow the business: Proactively acquire and retain HNW/UHNW clients in the Greater China market through targeted strategies and initiatives.
  • Implement geographical strategy: Develop and execute a focused approach aligned with our overall business strategy to drive growth and success.
  • Build client relationships: Foster strong advisor-client relationships by providing sound financial advice, working closely with Investment Counsellors and Product Specialists to meet clients' evolving needs.

With a keen eye on compliance and regulatory requirements, you will ensure that all activities are carried out in accordance with established guidelines and best practices.

We are looking for an experienced and results-driven professional who is passionate about delivering exceptional client experiences and driving business growth. If you have a proven track record of success in banking and a commitment to excellence, we encourage you to apply for this exciting opportunity.

Key Responsibilities:

  • Develop and implement strategic plans to grow the business in the Greater China market.
  • Build and maintain strong relationships with HNW/UHNW clients, identifying their investment needs and providing tailored solutions.
  • Collaborate with cross-functional teams to deliver high-quality financial products and services.
  • Stay up-to-date with industry trends, regulatory requirements, and market developments to ensure effective decision-making.

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