Private Banking Customer Relationship Manager

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 investments, 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 (Asset Under Management).

• Be fully competent in giving financial advice to High Net Worth customers on the Bank's products and service (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 individual/families.

Qualifications: 

• Bachelor /Master's Degree, preferably in Marketing, Finance or other Business Administration fields.

• Strong banking knowledge and business ethics, with 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 skill in client handing, communication, organization, problem- solving, and conflict management. 

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