Job Summary :

As a Private Banker, your primary role is to deliver tailored wealth management solutions and build enduring relationships with High Net Worth (HNW) customers. You will act as a trusted advisor, ensuring clients financial well-being by offering comprehensive guidance across investment, protection, deposits and lending.

Job description :

Provide Wealth Management solutions, advice, and develop good relationships with High Net Worth customers.
Nurture and retain existing HNW customers and entice former clients back into the Bank.
Acquire and win new customers, especially HNW families.
Continuously develop relationships with a financial portfolio of customers.
Act as a private Banker, drawing up a comprehensive financial portfolio that reflects the dynamic between personal and business assets.
Maximize customers assets and revenues from their AUM (Assets Under Management).
Be fully competent in giving financial advice to High Net Worth customers on the Bank's products and services (Investment/Protection/Deposit/Lending) and delivering Financial Well Being.
Continuously develop and deepen the 720-degree relationship with existing HNW customers and new customers by providing regular value-added engagement to individuals/families.

Qualifications:

Bachelor's/Master's Degree, preferably in Marketing, Finance, or other Business Administration fields.
Strong banking knowledge and business ethics, with a minimum of 3 years of experience in Private Banking with High Net Worth customers.
Solid understanding of Private Banking products and services.
Holds an IC Complex 2 license qualification will be preferred.
Excellent connections within the private banking market.
Well-versed in Banking Reforms/Regulatory Changes in the market.
Extremely conscious of the high sensitivity and confidentiality requirements of the market.
Good personality and a growth mindset.
Excellent skills in client handling, communication, organization, problem-solving, and conflict management.
Possession of CFP, AFPT, or equivalent qualifications would be an advantage.

Private Banking Customer Relationship Manager