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.
