Senior Private Banker
1 day ago
**Discover New Possibilities at Raffles**
At Raffles, we are people first, people who can think beyond a label. We are one dynamic and entrepreneurial team. Fun, respectful, solidarity - Just like a family. We consistently strive to provide a workplace that nurtures diverse yet inclusive corporate culture, and encourages professional development. Because we believe that this will enable us to create true values and provide better support for our clients.
Raffles Family Office (RFO) provides bespoke family offices, asset protection and wealth management solutions to Ultra High Net Worth Individuals and families across generations. RFO partners with more than 20 best-of-breed private banks in five jurisdictions (Hong Kong, Singapore, Zurich and Liechtenstein), as well as insurance companies, international brokers, independent fund and securities houses, ensuring that clients’ long-term and short-term goals will be achieved. Our prime value proposition - creating true values for our clients and acting in their best interest.
RFO offers a one-stop comprehensive family office solution by providing a wide range of services including family offices advisory, taxation planning, independent asset management (IAM), insurance brokerage, overseas property investment and corporate services, ensuring we cover all aspects of family governance and family constitutions end-to-end. Headquartered in Hong Kong, RFO is also incorporated in Singapore, Taipei and Shanghai.
We are currently seeking Relationship Manager to be based in Singapore.
**Are you ready to Be the Change?**
**Primary Responsibilities**
- Responsible for developing business plans, defining market strategies, taking the lead in active acquisition and management of HNW/UHNW clients and driving sustainable profitable growth in North Asia or Southeast Asia.
- Able to provide market insights, identify business opportunities in the corresponding market and take the lead in leveraging RFO’s resources to provide bespoke services and creative solutions to clients;
- Report directly to Managing Partner in Singapore. Collaborate with other senior stakeholders, the investment and support functions, business partners and product/service team to ensure the delivery of business strategy;
- Understand clients and clients’ associates’ background and drive the Know Your Customer due diligence as a first line of defence, to fulfil related compliance and RFO’s internal requirements.
**Requirements**:
- At least 5-8 years of private banking experience in Hong Kong or Singapore, in a relationship manager capacity managing Indonesian HNW/UHNW clients;
- Highly advantageous to have onshore wealth management experience in Asia;
- Solid track record in asset development, asset growth and revenue generation;
- Capable of developing and executing a reasonable business plan with growth vision;
- Extensive market connections and thorough understanding of the market landscape, macro regulatory environment and culture of Asianmarket;
- Strong product knowledge in wealth management and able to effectively advise clients on investment portfolio in English, Chinese or Bahasa Indonesia;
- Strong client service and problem-solving mentality, able to swiftly identify and adapt to clients’ changing needs;
- Outstanding interpersonal skills;
- Relevant tertiary education and financial certifications.
**What We Offer**
- A collaborative, diverse and respectful workplace with sufficient resources/support to assist the execution of your business plan in the corresponding market;
- Bespoke marketing & branding strategy and resources to support the business development in the corresponding market;
- Platform with comprehensive and creative solutions to meet clients’ different needs;
- Legacy planning for your client portfolio;
- Competitive package and the flexibility to balance work and life.
**Join Us
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