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Private Banker

2 weeks ago

Singapore Taleix Private Limited Full time

**Main Responsibilities**
- Build and nurture strong relationships with Ultra High Net Worth (UHNW) and High Net Worth (HNW) clients, serving as their trusted advisor in banking and investment matters.
- Achieve annual revenue targets by identifying client needs, recommending appropriate products and services, and executing transactions effectively.
- Proactively seek out and capitalize on business opportunities to increase our client's market share within the private banking sector.
- Provide expert advice on investment products and services, staying abreast of market trends and developments to deliver tailored solutions to clients.
- Actively engage in prospecting and networking activities to acquire new UHNW/HNW clients, leveraging existing networks and building new ones.
- Maintain comprehensive knowledge of our client's product suite, contributing insights for the development of new products and services to meet client needs.
- Supervise and monitor delegated tasks to ensure quality service delivery and meet client servicing needs effectively.
- Foster partnerships with other departments within our client's organization and third-party entities to maximize business synergies and enhance client experience.

**Qualifications and Skills**
- A minimum of 5 years in the premier / 2 years in private banking.
- A recognized university degree.
- Possession of CMFAS certification (M1, M5, M6, M6A, M8, M8A, M9, M9A & HI)
- Possession of CACS Paper 1 & 2 certification would be an advantage.
- Proficient in Chinese language to speak with Chinese clients