Vice President, Private Banker
3 months ago
Join a multinational investment bank renowned for its client-centric achievements.
About Our Client
Our client is an American investment bank with multinational operations across over 40 countries, including Southeast Asia, serving a diverse range of clients. The company has a strong reputation for its high-quality research and analysis, which enables them to provide clients with detailed market insights and investment strategies.
Job Description
- Collaborate with Financial Advisors (FAs) to offer tailored advice and cash management and lending solutions for their clients.
- Enhance Financial Advisors' product knowledge by building awareness and understanding of cash management and lending products.
- Work closely with Financial Advisors to analyze their client base, identify and seize business opportunities, and drive growth in cash management and lending revenue.
- Develop and manage a strong pipeline of opportunities to achieve Private Banking goals, including production, balances, revenue, Advisor participation, and other key metrics.
- Build a reputation for excellence by delivering high-quality execution and gaining the trust of Financial Advisors to fully explore cash management and lending opportunities.
- Create and present innovative solutions for structuring client transactions, offering constructive alternatives as needed.
- Collaborate with Associate Private Bankers to support Financial Advisors and their clients with Private Banking products, solutions, distribution, and service.
- Serve as the subject matter expert for Financial Advisors, Branch staff, and clients on Private Banking products and services.
- Analyze the competitive landscape and develop strategies to retain existing clients and attract new business.
- Develop and execute product marketing strategies in partnership with Branch Management and the Financial Advisor team.
- Communicate effectively with Financial Advisors, Branch Managers, Branch staff, and Product partners to support Private Banking initiatives.
The Successful Applicant
- Minimum 8 to 12 years of successful experience in business development within lending at an investment, commercial, or private bank.
- Expertise in credit products including credit cards, residential mortgages, home equity lines of credit, securities-based loans, high net worth tailored lending products, and commercial credit facilities.
- Proven ability to assess and understand the financial needs of a diverse range of clients.
- Demonstrated experience in new business development and origination of lending products.
- Formal credit training is strongly preferred.
- A bachelor's degree is preferred, or equivalent relevant experience.
What's on Offer
Be part of a prestigious multinational investment bank that strives to cultivate and sustain a workforce diverse in experience and background, while consistently upholding its standards of integrity and excellence. Get the chance to lead their dynamic team to expand clients' portfolios in Southeast Asia.
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