For Recruiters

Private Banking Relationship Manager

Selby Jennings
Hong Kong
Posted 4 days ago Flexible Permanent Negotiable
A Private Banker provides in-depth analysis on an individual or company's financial circumstances and makes recommendations based on specific investment, estate planning, and charitable objectives

Responsibilities:

* Actively identify prospects and establish contact with them/convert prospects into clients.

* Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation.

* Anticipate events in a client's life and business which have significant financial implications.

* Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters.

* Build relationships with client families that cross generations to establish long-term connections to the Private Bank.

* Effectively manage client expectations regarding what can and cannot be executed on their behalf.

* Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate.

* Uncover needs that are not articulated or clearly expressed by the client.

* Bring together the product experts to develop long-term solutions to strengthen relationships with the firm.

* Help clients achieve broad financial/investment goals related to the creation and management of wealth.

* Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.

* Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives.

* Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction.

* Establish a referral network and gain introductions to potential clients which generate new sales.

* Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Private Bank.

* Help team members acquire the experience necessary to establish credibility with clients and intermediaries.

* Demonstrate strong commitment to team success and place team goals above personal achievement.

* Encourage team members to work together to deepen client relationships and exceed sales goals.

* Align complementary experiences and skill sets of team members to maximize client effectiveness.

Qualifications:

* 6-10 years of experience

* Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling

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Job ID  PR/327620
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