Private Banker Director
Found in: Talent SG C2 - 2 weeks ago
Private Banker - Director/ ED/ MD, Singapore
My client is a Multi-Family office in Wealth Management that delivers the highest quality advice, service, and capabilities to High/ Ultra high Net Worth individuals and families around the world and is looking to continue its growth in Singapore, UK and Dubai.
The offering is an open sky with flexibility for remote working, you will already have significant experience within Private Banking and have a very strong client book of High/ Ultra High Net Worth Individuals, whom you will want to serve with the widest range of investment options.
My client offers a very competitive compensation package to go alongside the freedom to operate remotely and flexibly.
Key Roles & Responsibilities
Maintain your portfolio of HNW clients.
Manage each account to ensure that the client has a completed profile and that accounts are properly maintained and serviced
Ensure that the proposed products and services maximize the clients' needs, goals, and objectives
Comply with all policies and procedures in relation to Client Due Diligence, Credit Risk Management, Client Investment Suitability
Qualifications
Proven Track record in Private Banking of at least 7 years, working with High Net Worth individuals and families.
Experience or demonstrated understanding of investments, asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions
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