Private Banker, South East Asia Market
7 days ago
Are you at your best when solving problems for clients and building long-term relationships? Do you have a proven track record in client advising and selling?
Whether you are an experienced Relationship Manager in wealth management, corporate or institutional banking with a good client network, we want to hear from you
A major global private bank is looking for someone who can help to:
establish long-term mutually beneficial relationships with clients
deliver KPIs as agreed with the respective business line in South East Asia
maximize client assets and revenues under management
select advisory processes and agreements designed to meet clients’ needs, objectives and expectations
keep accurate, up-to-date client investor profiles
develop a client investment strategy and keep a close eye on portfolio quality
create and implement a strategic client book development plan with measurable actionscomply with all regulation, policies and standards, contributing to an effective risk culture
You will be working within a best-in-class team in Singapore as part of the Ultra High Net Worth/ High Net Worth (UHNW/ HNW) segment. Your role is to manage, preserve and grow the wealth of clients and the team offers solutions for managing wealth and planning for succession.
Pre-requisites
Proven experience in advising UHNW/ HNW clients
Desire to build your client portfolio and relationships
Possess a firm grasp of financial markets and regulatory frameworks
Possess an impressive client advising and selling record
You are always looking to improve the client experience, motivated, self-directed and driven
Dynamic and flexible team player with great networking skills
A perfectionist in everything you do (that includes, of course, documentation)
Your interest will be treated in strict confidence.
Data collected will be used for recruitment purposes only. Personal data provided will be used strictly in accordance with the relevant data protection law and WMRC’s personal information and privacy policy.
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