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Private Banking Expert
3 weeks ago
As a Private Banking Expert at ADECCO PERSONNEL PTE LTD, you will play a critical role in supporting business expansion in the North Asia market. Our client, a well-established local bank, is seeking an experienced Private Banker to join their team and deliver exceptional client service and develop tailored financial solutions.
About the Job- You will serve as the primary advisor for our clients, ensuring they receive tailored advice and guidance on financial services.
- Design and implement customized investment strategies and wealth management plans that meet the unique needs of our clients.
- Provide expert guidance on asset allocation, tax optimization, and estate planning to help clients achieve their financial goals.
- Drive client acquisition efforts through networking, referrals, and strategic partnerships to grow the HNW and UHNW client base.
- Collaborate closely with internal product and investment teams to deliver holistic solutions and maximize cross-selling opportunities.
- Conduct regular portfolio reviews and make adjustments as needed to align with the bank's risk framework and ensure continued suitability for clients.
- Serve as the primary advisor for our clients.
- Develop and implement customized investment strategies and wealth management plans.
- Provide expert guidance on financial services, including asset allocation, tax optimization, and estate planning.
- Grow the HNW and UHNW client base through networking, referrals, and strategic partnerships.
- Collaborate with internal teams to deliver holistic solutions and maximize cross-selling opportunities.
- Bachelor's degree in Finance/Business/Economics or a related field.
- Minimum 8 years of experience in private banking and/or wealth management.
- Proven track record of managing and expanding a portfolio of HNW and UHNW clients.
- Strong knowledge of investment products, financial markets, and economic factors.
- Proficiency in Mandarin is preferred given the client base.
