Strategic Wealth Manager

2 days ago

Singapore beBeePrivateBanker Full time $1,200,000 - $1,800,000
Job Overview:

We are seeking an experienced Senior Private Banking professional to join our clients team in Singapore focused on Thailand market. The successful candidate will be responsible for developing and maintaining strong relationships with high net worth (HNW) and ultra-high net worth (UHNW) individuals, providing tailored financial solutions to meet their complex wealth management needs.

The role requires building long-term, trust-based relationships and providing holistic financial advice. The ideal candidate should have excellent leadership, communication, and relationship-building skills, with the ability to navigate the Thai business culture.

Key Responsibilities:

  • Serve as the primary point of contact for a portfolio of HNW/UHNW clients.
  • Understand each client's risk appetite, financial goals, and investment preferences to deliver personalized solutions.

Business Development:

  • Identify and acquire new clients through referrals, networking, and business development activities.
  • Drive Assets Under Management (AUM) growth by deepening wallet share with existing clients and onboarding new clients.

Investment Advisory:

  • Collaborate with internal product specialists and investment advisors to deliver customized investment, lending, and wealth planning solutions.
  • Keep clients updated on market trends, portfolio performance, and relevant opportunities.

Compliance & Risk:

  • Ensure adherence to all internal policies and MAS regulatory requirements.
  • Conduct thorough Know-Your-Client (KYC) and Anti-Money Laundering (AML) due diligence and periodic reviews.
  • Maintain high standards of ethics and integrity in all client dealings.

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.
  • Proven track record of meeting sales targets, acquiring new business, and mentoring junior team members.

Key Skills:

  • Wealth Management
  • Mentoring
  • Referrals
  • Investment Advisory
  • Leadership
  • Due Diligence
  • Relationship Management
  • Private Banking
  • Economics

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