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Relationship Manager /Private Banker/ Team Head (Private Bank )

Elysian Executive Solution Hong Kong
Posted 4 days ago Permanent 100000
K
Posted by
Katherine Shiu
Recruiter
Our clients are well-known top tier private banks, where are looking for bankers to join their Hong Kong office or Singapore office.

Relationship Manager /Private Banker/ Team Head (Private Bank )

 

Job Description

Job Scope

  • Manage and develop UHNW/HNW's portfolios of private banking clients, includes but not limited to promote latest market information to clients, answer clients' requests and instructions directly, i.e. trade processing and operational issues.
  • Develop strategies to increase ROI and minimize risk and loss
  • Liaise with trading partners to execute clients' investments based on agreed strategy
  • Proactively develop comprehensive asset investment strategies for clients
  • Analyze high-net-worth client's financial needs, explore and maintain good relationships with them
  • Perform client portfolio review on a regular basis

Requirement

  • Bachelor's Degree in Finance, Business or related discipline, overseas education experience is preferred
  • Acquire full range of product knowledge and continuous updates
  • 8-10 years' experience in private bank or wealth management sector
  • Established client base with existing transferrable AUM is a must
  • Solid track record in asset development, asset growth and revenue generation
  • Welcome different financial sectors with client base
  • Welcome candidates to relocate to Singapore
Job ID  RM-PB
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