Senior Banker – Private Banking
1 month ago
Responsibilities
- Provide a “Wealth Management” solutions / advice to High Net Worth Individual
- Find, Attract and Win new clients
- Nurture and Retain existing clients and entice former clients back into the Bank
- Continuously develop relationships with a portfolio of clients
- Provide a “Single Point of entry” into the Bank with an efficient access to a network of specialists
- Act as a Personal Wealth Manager; draw up a comprehensive asset strategy which reflects the dynamic between personal and business assets
- Maximize client assets and revenues from its AUM (Asset Under Management)
- Establish new private banking relationships and manage existing relationships in order to grow portfolio Assets Under Management and Revenue
- Work closely with internal credit advisors to provide bespoke lending solutions and grow lending balances
Requirements
- 5+ years of relationship management experience, ideally in private banking, commercial banking or investment banking sectors
- Proven track record in client acquisition, asset gathering, asset growth and revenue generation
- Excellent communication and negotiation skills
- Attention to detail and the ability to think creatively and solve problems
- Excellent understanding of financial markets and wealth management products
- Strong focus on client servicing
- Speaks fluent English. Mandarin and Cantonese skills would be beneficial depending on job market
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