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Building Relationships in Private Banking

2 weeks ago

Singapore beBeeRelationship Full time $180,000 - $250,000
Senior Private Banking Specialist

We are looking for an experienced Senior Private Banking Specialist to join our team in Singapore. This role is focused on the Thailand market and involves developing and maintaining strong relationships with high net worth (HNW) and ultra-high net worth (UHNW) individuals.

This position requires a deep understanding of each client's risk appetite, financial goals, and investment preferences to deliver personalized solutions. The successful candidate will have excellent leadership, communication, and relationship-building skills, with the ability to navigate the Thai business culture.

  • Serve as the primary point of contact for a portfolio of HNW/UHNW clients, building long-term, trust-based relationships and providing holistic financial advice.
  • Identify and acquire new clients through referrals, networking, and business development activities.

Key Responsibilities

  • Drive Assets Under Management (AUM) growth by deepening wallet share with existing clients and onboarding new clients.
  • Collaborate with internal product specialists and investment advisors to deliver customized investment, lending, and wealth planning solutions.

Requirements

  • Bachelor's degree in Finance, Business, Economics, or related field; CFA or MBA preferred.
  • 5-10 years of experience in private banking or wealth management, with a proven track record of managing complex client relationships.
  • Strong network of HNW individuals and corporate clients in Thailand.
  • Excellent leadership, communication, and relationship-building skills, with ability to navigate the Thai business culture.
  • Proven track record of meeting sales targets, acquiring new business, and mentoring junior team members.