Private Banking Customer Relationship Manager (T00010197)

About the Role

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.

Responsibilities

• 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 reflecting 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 HNW 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.
• Possession of CFP, AFPT, or equivalent qualifications would be an advantage.

Skills

• Excellent skills in client handling, communication, organization, problem-solving, and conflict management.