Taiwan Market Private Wealth Manager

6 days ago


Singapore beBeeRelationship Full time $1,800,000 - $2,000,000
International Private Banker for Taiwan Market

We are seeking a highly skilled and experienced Single Coverage Client Advisor to join our dynamic team in the Taiwan Market. As an International Private Banker, you will be responsible for developing and maintaining long-term relationships with clients through professional networks and contacts.

Key Responsibilities:
  • Client Relationship Management: Develop and maintain strong client relationships across the team, articulating strategic messages to clients and delivering presentations and proposals to meet their needs.
  • Investment Services: Operate in both banker and investor capacity, handling inquiries, coordinating with various teams on account maintenance and investment-related aspects.
  • Client Communication: Regularly update clients on markets, portfolio performance, investments opportunities, and risks.
  • Client Onboarding: Partner with clients to update Know Your Client (KYC) information, client suitability profile, host client meetings, monitor funds/asset transfer, and handle client ad-hoc queries.
  • Team Collaboration: Collaborate with integrated team members to provide high-quality client service, meeting compliance, regulatory, risk management, operational, and due diligence requirements.
  • Performance Monitoring: Keep track of Clients, Assets Under Management (AUM), and Revenues using internal systems, periodic calculation of account performance.


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