Relationship Manager /Private Banker/ Team Head (Private Bank )
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Job Description
Job Scope
- Manage and develop UHNW/HNW's portfolios of private banking clients, includes but not limited to promote latest market information to clients, answer clients' requests and instructions directly, i.e. trade processing and operational issues.
- Develop strategies to increase ROI and minimize risk and loss
- Liaise with trading partners to execute clients' investments based on agreed strategy
- Proactively develop comprehensive asset investment strategies for clients
- Analyze high-net-worth client's financial needs, explore and maintain good relationships with them
- Perform client portfolio review on a regular basis
Requirement
- Bachelor's Degree in Finance, Business or related discipline, overseas education experience is preferred
- Acquire full range of product knowledge and continuous updates
- 8-10 years' experience in private bank or wealth management sector
- Established client base with existing transferrable AUM is a must
- Solid track record in asset development, asset growth and revenue generation
- Welcome different financial sectors with client base
- Welcome candidates to relocate to Singapore