Private Bank and Special Project
2 weeks ago
Key Responsibilities:
- Client Acquisition & Relationship Management: Build and manage a portfolio of high-net-worth clients, ensuring personalized service to meet their evolving needs.
- Tailored Advisory: Provide strategic investment and insurance advice across a range of asset classes to achieve target which matches risk profile of customers.
- Family Wealth Planning: Work with specialists to deliver comprehensive family wealth planning solutions, including holding company structure, family governance, succession planning, family office setup, and more.
- Acquire new clients through strategic networking with existing networks and targeted prospecting efforts.
- Deliver exceptional client service by ensuring exact transaction execution, prompt responses to client inquiries, and alignment with their financial goals.
- Monitor and optimize clients' investment portfolios to ensure alignment with their objectives and strategies.
Qualifications:
- Bachelors degree or higher in Business Administration, Banking and Finance, Economics, Accounting, Marketing, or a related field
- Minimum 5 years of experience in Private Banking, Investment, or Wealth Management, experience in working with high-net-worth clients is preferred.
- Experience in offshore investments or offshore work is an advantage.
- Holder of relevant investment and insurance licenses; CFP or AFPT certification is a plus.
- Fluent in both spoken and written English
- Strong interpersonal and leadership skills, with a passion for sales and client service, hard-working, ambitious, and capable at delivering effective presentations.
- Client Focus: Proven ability to understand and address the unique needs of high-net-worth individuals and families.
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