Greater China, Experienced Private Banker, Director to Managing Director
1 day ago
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Role DescriptionMy client is a leading boutique Private Bank with offices in both Hong Kong and Singapore in addition to Europe and the Middle East. My client has over 100 years of history and has been a key player in the evolution of Private Banking. Most recently my client has been focused on innovation with ESG and Private Markets being a major success with clients in Asia Pacific in particular. In Asia my client has achieved both record AUM and profits in the last financial year and forecasts continued improvements in the year ahead.
My client has approx 100 Relationship Managers in Asia Pacific operating in a non-restrictive environment with focus and support geared to assist in business development and growth in addition to client retention. My client has enhanced their onboarding policies and has provided resources for bankers to assist with the smooth transition of clients from other banks.
In addition, my client is focused on Relationship Managers being rewarded for their contribution to the success of the business/growth; as such, they are very competitive in their compensation model broken down as base plus formula bonus.
My client is looking specifically for experienced Relationship Managers who have long-term client relationships and a determination to provide clients with the highest level of service and support.
- People without Private Banking Relationship Management experience will not be considered.
- Financial Planning and Finance skills
- Experience in Investments and Asset Allocation
- Strong analytical and problem-solving skills
- Excellent interpersonal and communication skills
- Ability to work effectively in a team
- Relevant industry certifications (e.g., CFA, CFP) are a plus
- Bachelor's or Master's degree in Finance, Economics, or related field
Privee Associates is a team of experienced Partners and consultants with vast expertise in the financial services industry, including family offices, private banks, wealth management firms, and more. Our team members average twelve years of search experience and fifteen years of industry experience with leading financial organizations.
Seniority levelMid-Senior level
Employment typeFull-time
Job functionFinance and Sales
IndustriesHuman Resources Services
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