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Private Wealth Banker VP - ED, Singapore

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职位概览

  • 新加坡
  • 全职职位
  • 36973
  • 05/07, 2024
  • ¥81k - ¥125k pm
职位描述

Our client is a world-class investment bank with a full-fledged private banking business arm.

RESPONSIBILITIES AND QUALIFICATIONS

Private Wealth Bankers serve as trusted advisors to their clients, including ultra-high-net-worth wealthy individuals and families, corporate executives, entrepreneurs, and select institutions, including foundations and endowments.

Private Bankers not only deliver a high level of service and an unparalleled investment platform, but also serve as their clients' bridge to the full product and service offerings and beyond, which may include tax and estate planning, philanthropic planning, and private banking services.

Private Bankers and their teams offer specialized support and advice tailored to meet the specific needs and goals of each client. This investment advice is based on analytic rigor, taking into account a client’s investment objectives, liquidity needs, and risk tolerance.

HOW YOU WILL FULFILL YOUR POTENTIAL

As a New Private Wealth Banker, you will apprentice with a team to source and develop new business opportunities, as well as to support existing client relationships. The Private Banker Development Framework allows new advisors to work as part of a team to gain a comprehensive level of general knowledge and to acquire specialized expertise within the team. Throughout this apprenticeship program, Private Bankers will attain the skills needed to build relationships with clients and prospective clients, develop a strong network of intermediaries, and create asset allocation strategies and holistic wealth advisory recommendations to clients.

SKILLS & EXPERIENCE WE’RE LOOKING FOR

• Excellent interpersonal skills and ability to build and foster a strong network of ultra-high-net-worth relationships
• Demonstrated interest in and knowledge of financial, economic and global capital markets
• Possess knowledge of investment products and be able to execute trades for equities, derivatives, fixed income, bonds, warrants and mutual funds
• Strong client focus, business development and relationship management skills.
• Fluent in Mandarin and English.
• Proven leadership ability.
• Strong analytical and communication (oral and written) skills.
• Creative approach to problem solving and developing innovative solutions for clients.
• Commitment to excellence and a high-level integrity.
• Prior sales, marketing or investing experience a plus, but not required
• Graduated with a university degree.

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