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Private Banker
2 weeks ago
The Opportunity:
Permanent role
CBD
Competitive package
Adecco is collaborating with a leading international bank that has a significant presence in Asia and is seeking an experienced Private Banker to join their team and support business expansion in the North Asia market.
About the Job:
Serve as the primary advisor ensuring proactive communication and a high level of responsiveness in addressing client needs.
Design and implement customized investment strategies and wealth management plans.
Provide guidance on a wide range of financial services, including asset allocation, tax optimization, and estate planning.
Drive client acquisition efforts, growing the HNW and UHNW client base through networking, referrals, and strategic partnerships.
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.
Skills and Qualifications Required:
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.
Next Steps:
Prepare your updated resume (please include your current salary package with a full breakdown such as base, incentives, annual wage supplement, etc.) and the expected package.
Apply through this application or send your resume to in MS Word Copy. We'd love to hear from you
We regret that only shortlisted candidates will be notified.
Reenie Ng
Direct Line: 6697 7943
EA License No: 91C2918
Personnel Registration Number: R2198716
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